# J. Alden Associates, Inc.: fundraiser

> J. Alden Associates, Inc. placed 13 company rounds filed with the SEC, most recently Dec 2024. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/j-alden-associates-inc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / J. Alden Associates, Inc.

Fundraiser Registered broker-dealer

# J. Alden Associates, Inc.

FINRA 40002 · placing rounds since Oct 2016

**13** company rounds placed

**1** in the last two years, last Dec 2024

**$17.8B** sold in the rounds they placed

**1.1%** typical commission; the median firm takes 4.9%

Named on 74 Form D filings as paid to sell the offering: 13 for operating companies, 56 for funds, 5 for real estate. 7 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**1** 23Q4 **1** 24Q4

## What they place

- Insurance **86%**
- Other Banking and Financial Services **14%**

## How big the rounds are

- Under $1M **2**
- $1M to $5M **0**
- $5M to $20M **0**
- $20M to $100M **2**
- $100M+ **9**

## Where the companies are

**IN** 6 **NY** 3 **TX** 2 **IL** 1 **NE** 1 **OH** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/j-alden-associates-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/j-alden-associates-inc?show=all)

Filed Issuer Industry Sold

Dec 2024 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: William Borchert Insurance **$107M**

Dec 2023 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: William Borchert Insurance **$108M**

Feb 2023 Metropolitan Tower Life Insurance Co Agents: Various Agents Insurance **$30M**

Dec 2022 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: William Borchert Insurance **$113M**

Jun 2022 KCAP Lending Fund XIII, LP Agents: Nathan Daniel Goad, Stephen Patterson Other Banking and Financial Services **$450k**

May 2022 KCAP TX College Station 4, LP Agents: Nathan Daniel Goad, Stephen Patterson Other Banking and Financial Services **$476k**

Dec 2021 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: William Borchert Insurance **$118M**

Dec 2020 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: William Borchert Insurance **$120M**

Dec 2019 Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co Agents: William Borchert Insurance **$129M**

Jun 2019 Group Variable Annuity Series I Separate Account Agents: Meyer-Chatfield Insurance **-**

Dec 2017 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Feb 2017 Nationwide BOLI Private Placement Variable Account Agents: Bennett Meyer, David Soto Insurance **$20M**

Oct 2016 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

Nov 2015 Metropolitan Life Insurance Co Agents: Various Agents Insurance **$8.5B**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 9 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Kestra Investment Services LLC** 6 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**Capital Analysts** 6 rounds together](https://millionrounds.com/providers/capital-analysts)[**Cetera Advisors, LLC** 6 rounds together](https://millionrounds.com/providers/cetera-advisors-llc)[**Bosc, Inc.** 6 rounds together](https://millionrounds.com/providers/bosc-inc)[**Amherst Securities Group L.P.** 6 rounds together](https://millionrounds.com/providers/amherst-securities-group-l-p)

## Founders who worked with them

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