Fundraisers / Sunbelt Securities, Inc.
FundraiserRegistered broker-dealer
Sunbelt Securities, Inc.
FINRA 42180 · placing rounds since Feb 2016
3company rounds placed
0in the last two years, last Jun 2019
$3.1Msold in the rounds they placed
306.7%typical commission; the median firm takes 4.9%
Named on 29 Form D filings as paid to sell the offering: 3 for operating companies, 9 for funds, 17 for real estate. 6 registered agents named.
How big the rounds are
- Under $1M0
- $1M to $5M1
- $5M to $20M1
- $20M to $100M0
- $100M+0
Where the companies are
TX2FL1UT1
Rounds they placed
FiledIssuerIndustrySold
Oct 2025InvestX Series (SPX-U6), a Series of InvestX Master LLCAgents: James Reddish, Kyle JuddPooled Investment Fund$1.3M
Oct 2025Sovereign Fund V Blocker, LLCCommercial$5.7M
Oct 2025Sovereign Fund V, LLCCommercial$5.8M
Sept 2025InvestX Series (APP-U1), a Series of InvestX Master LLCAgents: Neil ChamberlinPooled Investment Fund$3.2M
Aug 2023Westwood Energy Secondaries Fund I, LLCAgents: Heinrich GroblerPooled Investment Fund$27M
May 2023Sovereign Fund IV, LLCCommercial-
May 2023Sovereign Fund IV Blocker, LLCCommercial-
Apr 2023Tower 56 Direct, LLCCommercial$22M
Mar 2023SFP SP Direct LLCCommercial$7.2M
Nov 2022111 W Crocket, LPCommercial$15M
Jun 2022HPI Real Estate Fund X LLCCommercial-
Apr 2022Investx Series (Crb-U1), A Series Of Investx Master LLCPooled Investment Fund$975k
Feb 2022Investx Series (Epg-U1), A Series Of Investx Master LLCPooled Investment Fund$1.5M
Dec 2021Investx Series (Kr2), A Series Of Investx Master LLCPooled Investment Fund$3.2M
Oct 2020MCG Madison Trails Investors Pref, LLCResidential-
Aug 2020MCG Madison Waterstar Investors Pref, LLCResidential-
May 2020Sovereign Distressed RE Fund III, LLCCommercial-
Nov 2019HPI Real Estate Fund VIII LLCCommercial$1.7M
Jul 2019Sovereign Fund II, LLCCommercial-
Jun 2019Mewbourne Energy Partners 19-A, L.P.Oil and Gas$3.1M
Nov 2018HPI Real Estate Fund VII LLCCommercial$300k
Oct 2018Sundance Debt Partners, LLC /DEPooled Investment Fund$2.0M
Feb 2018HPI Real Estate Fund VI LLCCommercial$1.8M
Feb 2018Sundance Debt Partners LLCOther Banking and Financial Services-
Mar 2017Epoch Properties Multi-Family Opportunity Fund V, Ltd.Residential-
Mar 2017EE Systems, Inc.Agents: Patrick J. SmetekOil and Gas-
Jan 2017HPI Real Estate Fund V LLCCommercial$2.0M
May 2016Mill Green Opportunity Fund III, LLCAgents: Sunbelt Securities, Inc.Pooled Investment Fund$3.2M
Feb 2016Rrif Vi, LPAgents: Sunbelt Securities, IncPooled Investment Fund$825k
Oct 2015GK Secured Income IV, LLCCommercial$2.0M
Sept 2015LK Opportunities Fund II (Q), L.P.Pooled Investment Fund$48M
Sept 2015Epoch Properties Multi-Family Opportunity Fund IV, Ltd.Residential-
Aug 2015Gkpi Iii LLCCommercial$665k
Dec 2014GK Secured Income Investments III, LLCCommercial-
Sept 2014Rrif V, LPAgents: Sunbelt Securities, Inc.Pooled Investment Fund$75k
Aug 2014Epoch Properties Multi-Family Opportunity Fund III, Ltd.Residential-
May 2014Keystone Private Market Opportunities Vi(Q), L.P.Pooled Investment Fund$26M
Mar 2012Keystone Private Market Opportunities V, L.P.Agents: Charles BinghamPooled Investment Fund$7.2M
Jan 2012Service Finance Funding V, LLCAgents: Charles W Bingham, Charles W. Rawl, Dwyane TidwellOther Banking and Financial Services$6.8M
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
No one has said so yet.
Worked with them? Say so
A badge for their site
It shows their latest standing in the quarterly rankings and links back here.
Is this Sunbelt Securities, Inc.?
Claim the page to describe your work in your own words. Free.