# Moelis & Company LLC: fundraiser

> Moelis & Company LLC placed 10 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/moelis-and-company-llc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / Moelis & Company LLC

Fundraiser Registered broker-dealer

# Moelis & Company LLC

FINRA 145115 · placing rounds since Jan 2016

**10** company rounds placed

**1** in the last two years, last Mar 2026

**$1.3B** sold in the rounds they placed

**3.6%** typical commission; the median firm takes 4.9%

Named on 57 Form D filings as paid to sell the offering: 10 for operating companies, 47 for funds. 1 registered agent named.

## Quarter by quarter

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

**1** 23Q4 **1** 24Q3 **1** 26Q1

## What they place

- Other **38%**
- Other Banking and Financial Services **23%**
- Other Health Care **15%**
- Computers **8%**
- Oil and Gas **8%**
- Other Technology **8%**

## How big the rounds are

- Under $1M **0**
- $1M to $5M **0**
- $5M to $20M **2**
- $20M to $100M **4**
- $100M+ **7**

## Where the companies are

**CA** 4 **CO** 2 **DE** 2 **MA** 2 **NE** 1 **TX** 1 **UT** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/moelis-and-company-llc)[Everything, funds and real estate too](https://millionrounds.com/providers/moelis-and-company-llc?show=all)

Filed Issuer Industry Sold

Mar 2026 Sierra Space Corp Agents: Moelis & Company LLC Other **$550M**

Sept 2024 WFC LA, Inc. Other **$123M**

Nov 2023 Capra Project, Inc. Other **$75M**

Jul 2021 Carson Group Holdings, LLC Other Banking and Financial Services **$183M**

May 2021 eHealth, Inc. Other Health Care **$225M**

Mar 2020 Spindrift Beverage Co., Inc. Other **$30M**

Apr 2017 College Avenue Student Loans, LLC Other Banking and Financial Services **$30M**

Dec 2016 Osterhout Group, Inc. Computers **$58M**

Jun 2016 Hzo, Inc. Other Technology **$17M**

Jan 2016 College Avenue Student Loans, LLC Other Banking and Financial Services **$15M**

Oct 2015 American Achievement Group Holding Corp. Other **$130M**

Aug 2014 Inventiv Health Inc Other Health Care **$475M**

Jun 2014 Extraction Oil & Gas Holdings, LLC Oil and Gas **$197M**

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.

[**Britehorn Securities** 1 round together](https://millionrounds.com/providers/britehorn-securities)[**Financial West Group** 1 round together](https://millionrounds.com/providers/financial-west-group)[**NextGen Capital Markets, LLC** 1 round together](https://millionrounds.com/providers/nextgen-capital-markets-llc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

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