Fundraisers / The Leaders Group
FundraiserRegistered broker-dealer
The Leaders Group
FINRA 37157 · placing rounds since Dec 2016
14company rounds placed
6in the last two years, last Mar 2026
$9.9Bsold in the rounds they placed
1.3%typical commission; the median firm takes 4.9%
Named on 27 Form D filings as paid to sell the offering: 14 for operating companies, 4 for funds, 9 for real estate. 5 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4425Q4126Q1
What they place
- Insurance100%
How big the rounds are
- Under $1M0
- $1M to $5M0
- $5M to $20M0
- $20M to $100M1
- $100M+15
Where the companies are
IN13IL2NY1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: The Leaders GroupInsurance$3.0B
Dec 2025Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce Havacek, Daniel L. BarbareeInsurance$102M
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Michael LiebeskindInsurance$2.7B
Dec 2025HNW PPVUL Series Account - 1Agents: Leaders Group IncInsurance$679M
Dec 2025HNW PPVA Series Account - 1Agents: Leaders Group IncInsurance$2.1B
Feb 2025H & L Insurance Fund Series Interests of the SALI Multi-Series Fund VI, L.P.Agents: Leaders Group, Inc.Pooled Investment Fund$19M
Dec 2024Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$107M
Dec 2023Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$108M
Aug 2023TCD 255 GATX Industrial Investment LPAgents: Leader's GroupCommercial$9.8M
Apr 2023Athene PPVA Separate AccountAgents: The Leaders GroupPooled Investment Fund$1.0M
Feb 2023TCD 251 Cherry Lane NY Investment LPAgents: The Leaders Group, Inc.Commercial$8.2M
Dec 2022Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$113M
Dec 2022TCD 244 Digbeth Trinity UK Investment LPAgents: The Leaders Group, Inc.Commercial$1.9M
Jul 2022TCD 236 MF Investment LPAgents: The Leader's GroupCommercial$4.5M
May 2022TCD 245 Sunbelt Industrial Investment LPAgents: The Leader's GroupCommercial$30M
Apr 2022TCD 240 Butler AZ Investment LPAgents: The Leaders Group, Inc.Commercial$15M
Dec 2021Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$118M
Oct 2021TCD 233 Ashland MA Investment LPAgents: Richard MackCommercial$18M
Aug 2021Tcd 226 Westshore Investment LPAgents: The Leaders Group, Inc.Commercial$11M
Jul 2021TCD 228 544 Southern AZ Investment LPAgents: The Leaders Group, Inc.Commercial$9.1M
Apr 2021Hunter Point Capital Investors (Offshore), L.P.Pooled Investment Fund-
Apr 2021Hunter Point Capital Investors (Onshore), L.P.Pooled Investment Fund-
Dec 2020Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$120M
Dec 2019Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$129M
Dec 2018Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$135M
Dec 2017Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$146M
Dec 2016Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$154M
Dec 2015Lincoln Life Separate Account Bl1 Of The Lincoln National Life Ins. CoAgents: Bruce E. HlayacekInsurance$42M
Dec 2015Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance CoAgents: Bruce HlavacekInsurance$170M
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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