Fundraisers / Metric Financial LLC
FundraiserRegistered broker-dealer
Metric Financial LLC
FINRA 33324 · placing rounds since Dec 2019
9company rounds placed
4in the last two years, last Jan 2026
$50Msold in the rounds they placed
10.3%typical commission; the median firm takes 4.9%
Named on 38 Form D filings as paid to sell the offering: 9 for operating companies, 6 for funds, 23 for real estate. 7 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
223Q2123Q3123Q4124Q2124Q4125Q1125Q4126Q1
What they place
- Other Technology44%
- Other33%
- Business Services11%
- Other Energy11%
How big the rounds are
- Under $1M4
- $1M to $5M4
- $5M to $20M1
- $20M to $100M0
- $100M+0
Where the companies are
FL3DE1CA1NY1TX1UT1MS1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026AEI Healthcare Portfolio VII DSTCommercial$3.3M
Feb 2026Old Hickory Solar Investments LLCAgents: Metric Financial LLCPooled Investment Fund$3.0M
Jan 2026Promenade Pointe DSTResidential$10M
Jan 2026Syntax, LLCAgents: Jack Grella, Steven BlumenthalOther Technology$1.7M
Dec 2025eLux Medical, Inc.Other Technology$1.3M
Sept 2025Whitefish Park DSTCommercial$1.4M
Aug 2025Four Corners Bridge Fund, LLCCommercial$1.0M
Aug 2025LRT Coventry RI DSTOther Real Estate$858k
Jun 2025Messenger Place DSTResidential$17M
Feb 2025GK Storage Development Fund I, LLCCommercial-
Feb 2025AMAG Opportunity Fund I LPPooled Investment Fund$679k
Jan 2025Main Street Solar Fund 2024 C, LLCAgents: Stephen BlumenthalOther Energy$474k
Oct 2024Innventure, Inc.Agents: Aaron Berg, Devery (Rusty) Cagle, Jack GrellaBusiness Services$11M
Sept 2024WG Tulsa DSTOther Real Estate$471k
Apr 2024Coastal Truck Investments, LLCAgents: John WIlliams, Rusty Cagle, Wesley HunterOther$2.1M
Mar 2024PrimeDST Net Lease 2, DSTAgents: Metric Financial IncCommercial-
Nov 2023CEDARst GP Opportunity Zone Fund 1, LPOther Real Estate$1.4M
Oct 2023Novu Normandy, LLCAgents: Devery R CagleOther Real Estate$8.7M
Oct 2023Scig Lot #5, LLCCommercial$1.0M
Oct 2023Accelsius Holdings LLCOther Technology$250k
Aug 2023Gatc Health CorpAgents: John GrellaOther Technology$240k
Jul 2023Ivy Row at Jax St Fund, LPOther Real Estate-
Jul 2023Ivy Row at LA Tech Fund, LPOther Real Estate-
Jun 2023Southern Star Storage IV - Rockport DSTCommercial$2.9M
May 2023Motos America, Inc.Other$192k
Apr 2023Green Tree Trucking Investments, LLCAgents: JOHN GRELLAOther$4.6M
Jan 2023Mercer Solar Investments LLCAgents: Jack GrellaOther Real Estate$9.8M
Jan 2023TC Georgia Solar Investments LLCAgents: Devery R Cagle, John Edward Grella, John Thomas WilliamsOther Real Estate$7.4M
Dec 2022Randolph Solar Investments LLCAgents: Devery Rustin CagleOther Real Estate$13M
Dec 2022Ivy Row at Southern Miss Fund, LPOther Real Estate-
Dec 2022Burke Solar Investments LLCAgents: Devery Rustin CagleOther Real Estate$13M
Nov 2022TGA Solar Investments LLCOther Real Estate$19M
Aug 2022Ivy Row at South Fund, LPOther Real Estate$130k
Jan 2020Kellogg Renewables LLCPooled Investment Fund$3.4M
Jan 2020Wyatt Energy Co LLCPooled Investment Fund$9.7M
Jan 2020Smokey Farms Investments, LLCPooled Investment Fund$5.4M
Jan 2020Bass Road Acquisitions LLCPooled Investment Fund$2.3M
Jan 2020Snapping Shoals Investments LLCPooled Investment Fund$2.9M
Dec 2019Jackson Industrial Investments, LLCOther Real Estate$800k
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
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