Salomon Whitney Financial

FINRA 145012 · placing rounds since Jun 2018

11company rounds placed

0in the last two years, last Nov 2021

$16Msold in the rounds they placed

3.5%typical commission; the median firm takes 4.9%

Named on 19 Form D filings as paid to sell the offering: 11 for operating companies, 8 for funds. 1 registered agent named.

How big the rounds are

Under $1M1
$1M to $5M2
$5M to $20M1
$20M to $100M0
$100M+0

Where the companies are

NY8NJ1TX1

Rounds they placed

Company rounds Everything, funds and real estate too

FiledIssuerIndustrySold

Mar 2022Capital Advantage Fund, LLC, Series BPooled Investment Fund$244k

Nov 2021SecureReview, Inc.Other Technology-

Nov 2021StHealth Capital Investment CorpAgents: SW FinancialInvesting-

Jan 2021SP Ventures Fund 9, LLCAgents: SW FinancialOther-

Aug 2020SP Ventures Fund 8, LLCAgents: SW FinancialOther$500k

May 2020Niagara Plus Income (Tax Exempt) Feeder LPPooled Investment Fund-

Mar 2020Idw Media Holdings, Inc.Business Services$12M

Feb 2020SP Ventures Fund 7, LLCAgents: SW FinancialOther-

Feb 2020Niagara Plus Income Fund LPPooled Investment Fund-

Sept 2019SP Ventures Fund 6, LLCAgents: SW FinancialPooled Investment Fund-

May 2019SP Ventures Fund 4, LLCAgents: SW FinancialPooled Investment Fund-

May 2019SP Ventures Fund 5, LLCAgents: SW FinancialPooled Investment Fund-

May 2019Amazing Energy Oil & Gas, Co.Agents: N/AOil and Gas$1.4M

Apr 2019GDS Venture Fund II, LLCOther-

Mar 2019SP Ventures Fund 3, LLCAgents: SW FinancialPooled Investment Fund$550k

Jan 2019XTribe P.L.C.Other Technology-

Oct 2018Gds Venture Fund I LLCOther-

Jul 2018SP Ventures Fund 2 LLCAgents: SW FinancialPooled Investment Fund$280k

Jun 2018Neighborhood Production LLCOther$2.1M

Apr 2014Zipz Acquisition Pool 1, LLCAgents: Salomon Whitney LLCPooled Investment Fund$50k

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.

Alere Financial Partners, A division of Cova Capital Partners LLC (""Alere""))1 round together Investment Network, Inc1 round together PHX Financial, Inc1 round together PHX Financial, Inc., d/b/a Phoenix Financial Services1 round together Worden Capital Management, LLC1 round together

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