Fundraisers / Kingswood Capital Partners LLC

FundraiserRegistered broker-dealer

Kingswood Capital Partners LLC

FINRA 288898 · placing rounds since Aug 2018

3company rounds placed
0in the last two years, last Sept 2019
$400ksold in the rounds they placed
1176.7%typical commission; the median firm takes 4.9%

Named on 60 Form D filings as paid to sell the offering: 3 for operating companies, 36 for funds, 21 for real estate. 23 registered agents named.

How big the rounds are

  1. Under $1M2
  2. $1M to $5M0
  3. $5M to $20M0
  4. $20M to $100M0
  5. $100M+0

Where the companies are

CA2NJ1

Rounds they placed

Company roundsEverything, funds and real estate too

FiledIssuerIndustrySold
Sept 2019Spring Hills Holdings, LLCOther$150k
Jun 2019Chalice Wealth Partners LLCOther Banking and Financial Services$250k
Aug 2018Chalice Wealth Partners LLCOther Banking and Financial Services-

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.

Cabot Lodge Securities, LLC1 round togetherCenter Street Securities, Inc.1 round togetherLandolt Securities, Inc.1 round togetherMoloney Securities Co., Inc.1 round togetherPurshe Kaplan Investments1 round togetherU.S. Sterling Securities, Inc.1 round together

Founders who worked with them

No one has said so yet.

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Marked verified when your company is one of the rounds they placed.

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