Fundraisers / Patrick Capital Markets
FundraiserRegistered broker-dealer
Patrick Capital Markets
FINRA 16518 · placing rounds since Feb 2016
6company rounds placed
1in the last two years, last May 2025
$7.7Msold in the rounds they placed
1.1%typical commission; the median firm takes 4.9%
Named on 113 Form D filings as paid to sell the offering: 6 for operating companies, 24 for funds, 83 for real estate. 7 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
224Q2125Q2
What they place
- Other Banking and Financial Services33%
- Insurance17%
- Oil and Gas17%
- Other17%
- Other Health Care17%
How big the rounds are
- Under $1M0
- $1M to $5M4
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
CO2FL1GA1PA1TX1
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Canopy Grove Investments LLCOther Real Estate$9.3M
Oct 2025Turkey Hills Investments LLCOther Real Estate$12M
Aug 2025Cornerstone Holding Company, Inc.\NDAgents: Craig Peter Mueller, David Jeffrey StieberCommercial Banking$17M
May 2025Lighthouse Life Capital, LLCInsurance-
Feb 2025North Country Opportunity Zone Fund IV, L.P.Pooled Investment Fund$2.5M
Jan 2025Condor Solar Investments, LLCOther Real Estate$6.2M
Dec 2024Osprey Solar Investments, LLCOther Real Estate$7.1M
May 2024Northstar Mezzanine Partners SBIC II L.P.Agents: TruStar Advisors, LLCPooled Investment Fund$31M
May 2024Noble Royalty Legacy Fund LPOil and Gas-
May 2024Battle Financial, Inc.Other Banking and Financial Services$1.5M
Jan 2024Jackson County Solar Investments, LLCOther Real Estate$11M
Jan 2024Kerry Solar Investments, LLCOther Real Estate$6.2M
Jan 2024Hawley Ridge Coal Opportunity Fund, L.P.Other Real Estate$14M
Jan 2024Malvi Solar Investments, LLCOther Real Estate$16M
Dec 2023Ison Fork Coal Opportunity Fund, L.P.Other Real Estate$9.4M
Dec 2023Rocky Top Quarry Opportunity Fund, L.P.Other Real Estate$8.4M
Dec 2023Galloway Solar Investments, LLCOther Real Estate$7.3M
Nov 2023Bailey Creek Energy Opportunity Fund, L.P.Other Real Estate$17M
Oct 2023North Country Opportunity Zone Fund II, L.P.Pooled Investment Fund$12M
Jan 2023NexPoint Aviation DSTOther Real Estate$67M
Jan 2023NexPoint Buffalo DSTOther Real Estate$52M
Jan 2023Red Angus Solar Investors, LLCOther Real Estate$8.2M
Dec 2022Big Branch Coal Opportunity Fund, L.P.Other Real Estate$10M
Dec 2022Pounding Mill Coal Opportunity Fund, L.P.Other Real Estate$16M
Dec 2022White Park Solar Investments, LLCOther Real Estate$16M
Dec 2022Andy Trent Coal Opportunity Fund, L.P.Other Real Estate$19M
Dec 2022Long Branch Creek Coal Opportunity Fund, L.P.Other Real Estate$14M
Dec 2022Lower Elk Creek Coal Opportunity Fund, L.P.Other Real Estate$14M
Dec 2022Canaria Solar Investments, LLCOther Real Estate$6.5M
Dec 2022Elm River Energy Opportunity Fund, L.P.Other Real Estate$17M
Dec 2022Charolais Solar Investments, LLCOther Real Estate$8.6M
Nov 2022Tarentaise Solar Investments, LLCOther Real Estate$8.9M
Nov 2022Brushy Slough Energy Opportunity Fund, L.P.Other Real Estate$27M
Nov 2022Little Wabash Energy Opportunity Fund, L.P.Other Real Estate$19M
Oct 2022Life Investors Fund, LPPooled Investment Fund-
Jul 2022RK Riverstone DSTCommercial-
Jul 2022RK Dawson Park DSTCommercial-
Jul 2022CX Lively Indigo Run, DSTOther Real Estate$1.3M
May 2022CX Cypress McKinney Falls, DSTOther Real Estate$14M
Mar 2022RK Grandview at Clear Pond DSTCommercial-
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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