Fundraisers / Sagepoint Financial, Inc.
FundraiserRegistered broker-dealer
Sagepoint Financial, Inc.
FINRA 133763 · placing rounds since Jan 2016
2company rounds placed
0in the last two years, last Sept 2016
$90ksold in the rounds they placed
16666.7%typical commission; the median firm takes 4.9%
Named on 7 Form D filings as paid to sell the offering: 2 for operating companies, 5 for real estate. 2 registered agents named.
How big the rounds are
- Under $1M4
- $1M to $5M0
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
NY4PA2
Rounds they placed
FiledIssuerIndustrySold
May 2022Huntsville SFR DSTOther Real Estate$8.3M
Mar 2020Moody National Financial Fund II, LLCCommercial-
Jan 2020Zero Coupon Chicagoland Office DSTOther Real Estate$55M
Jan 2019Moody National DST Sponsor, LLCResidential-
Dec 2017Colorado Springs Multifamily DSTAgents: Rylan Rozell, Scott WoltersOther Real Estate$15M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jan 2016Genesis Drilling Program IX LPAgents: Shelby MooreOil and Gas$90k
Dec 2015Genesis Drilling Program IX LPAgents: Charlie TuckerOil and Gas$275k
Dec 2015Genesis Drilling Program IX LPAgents: Jeffrey SenglaubOil and Gas$300k
Nov 2015Charlotte Student Housing DSTAgents: Steven J. YazbeckOther Real Estate$760k
Nov 2015Genesis Drilling Program VIII LPAgents: Joseph BernheimerOil and Gas$54k
Oct 2015Healthcare Portfolio DSTAgents: Thomas J. GoodsonOther Real Estate$18M
May 2014Atlas Resources Series 34-2014 L.P.Oil and Gas-
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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