Fundraisers / Patrick J. Whelchel

FundraiserRegistered broker-dealer

Patrick J. Whelchel

FINRA 5389090 · placing rounds since Jan 2016

2company rounds placed
0in the last two years, last Feb 2022
$250ksold in the rounds they placed
10.0%typical commission; the median firm takes 4.9%

Named on 192 Form D filings as paid to sell the offering: 2 for operating companies, 17 for funds, 173 for real estate. 4 registered agents named.

Quarter by quarter

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

123Q2124Q2224Q4325Q1225Q3225Q4

What they place

18rounds
  • Other78%
  • Investing11%
  • Manufacturing6%
  • Other Banking and Financial Services6%

How big the rounds are

  1. Under $1M14
  2. $1M to $5M1
  3. $5M to $20M0
  4. $20M to $100M0
  5. $100M+0

Where the companies are

NY8GA3FL2MA2CA1NJ1
FiledIssuerIndustrySold
Dec 2025PGIM Private Credit FundAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelOther$220k
Nov 2025Apollo Asset Backed Credit Co LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelOther$440k
Sept 2025PIMCO Asset-Based Lending Co LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelOther-
Aug 2025ISQ Open Infrastructure Co LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelOther-
Feb 2025Apollo Infrastructure Co LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelOther$428k
Feb 2025Apollo Infrastructure Co LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelOther$12k
Feb 2025Apollo Asset Backed Credit Co LLCAgents: Charles B. Harrison, Patrick J. Whelchel, Scott HarrisonOther$1.5M
Nov 2024Apollo Asset Backed Credit Co LLCAgents: Charles B. Harrison, Patrick J. Whelchel, Scott HarrisonOther$39k
Oct 2024Sutherland Timber RT, LLCAgents: Charles B. HarrisonManufacturing$125k
Apr 2024HPS Subsidiary I, LLCAgents: Charles B. Harrison, Lori Mayfield, Patrick J. WhelchelOther Banking and Financial Services-
Apr 2023Goldman Sachs Private Credit Corp.Investing$515k
Dec 2022Verdant Timber, LLCOther$125k
Feb 2022Sage Timber, LLCOther$125k
Feb 2022Griffin Fund IVAgents: Charles B. Harrison, Charles Mathes, Lori MayfieldOther$125k
Feb 2018T-C M-T Reit LLCAgents: Charles B. Harrison, H & L Equities, LLC, Lori MayfieldOther$125k
Aug 2017North American Agriculture Investments TrustInvesting$125k
Jan 2016FC Domino Acquisition, LLCAgents: H&L EquitiesOther$125k
Feb 2015FC Ranger, LLCAgents: H&L Equities, LLCOther$125k

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.

Founders who worked with them

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