Fundraisers / Private Client Services, LLC
FundraiserRegistered broker-dealer
Private Client Services, LLC
FINRA 120222 · placing rounds since Sept 2018
2company rounds placed
0in the last two years, last May 2023
$8.6Msold in the rounds they placed
-typical commission; the median firm takes 4.9%
Named on 6 Form D filings as paid to sell the offering: 2 for operating companies, 4 for real estate. 2 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q2
What they place
- Other100%
How big the rounds are
- Under $1M0
- $1M to $5M1
- $5M to $20M1
- $20M to $100M0
- $100M+0
Where the companies are
KY2
Rounds they placed
FiledIssuerIndustrySold
May 2023Hafele Long Cove Senior Living Fund, LLCAgents: Carl W. HafeleOther$3.0M
Dec 2022Hafele Maristone Senior Living Fund, LLCAgents: Carl W. HafeleOther$5.5M
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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