# Private Client Services, LLC: fundraiser

> Private Client Services, LLC placed 2 company rounds filed with the SEC, most recently May 2023. Who they placed, by sector and size.

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

[Fundraisers](https://millionrounds.com/fundraisers) / Private Client Services, LLC

Fundraiser Registered broker-dealer

# Private Client Services, LLC

FINRA 120222 · placing rounds since Sept 2018

**2** company rounds placed

**0** in the last two years, last May 2023

**$8.6M** sold 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.

**1** 23Q2

## What they place

- Other **100%**

## How big the rounds are

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

## Where the companies are

**KY** 2

## Rounds they placed

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

Filed Issuer Industry Sold

May 2023 Hafele Long Cove Senior Living Fund, LLC Agents: Carl W. Hafele Other **$3.0M**

Dec 2022 Hafele Maristone Senior Living Fund, LLC Agents: Carl W. Hafele Other **$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.

## Founders who worked with them

No one has said so yet.

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## A badge for their site

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

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