Fundraisers / Triad Advisors LLC
FundraiserRegistered broker-dealer
Triad Advisors LLC
FINRA 25803 · placing rounds since Mar 2016
17company rounds placed
6in the last two years, last Mar 2026
$54.5Bsold in the rounds they placed
3.6%typical commission; the median firm takes 4.9%
Named on 68 Form D filings as paid to sell the offering: 17 for operating companies, 12 for funds, 39 for real estate. 12 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q4125Q4426Q1
What they place
- Oil and Gas52%
- Insurance48%
How big the rounds are
- Under $1M3
- $1M to $5M1
- $5M to $20M0
- $20M to $100M0
- $100M+11
Where the companies are
PA8IN7NY4TX4
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: Triad Insurance, Inc.Insurance$1.8B
Mar 2026New York Life Insurance & Annuity CorpAgents: Triad Advisors LLC, Triad Insurance, Inc.Insurance$2.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: Triad Insurance, Inc.Insurance$3.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: Triad Insurance, Inc.Insurance$546M
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew L. Kuchera, Gary Block, George ChirayilInsurance$2.7B
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew L. Kuchera, Gary Block, George ChirayilInsurance$2.6B
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew L. Kuchera, Gary Block, George ChirayilInsurance$2.4B
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew L. Kuchera, Gary Block, George ChirayilInsurance$2.0B
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Kelley F. SnookInsurance$1.7B
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Kelley F. SnookInsurance$2.3B
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Kelley F. SnookInsurance$1.8B
Jun 2018Mewbourne Energy Partners 18-A, L.P.Oil and Gas$960k
Jun 2017Mewbourne Energy Partners 17-A, L.P.Oil and Gas$720k
Jan 2017MDS 2017-Marcellus Shale Development, LPOil and Gas-
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jul 2016Mewbourne Energy Partners 16-A, L.P.Oil and Gas$180k
May 2016MDS 2016-Marcellus Shale Development, LPOil and Gas-
Jun 2015Atlas Eagle Ford 2015 L.P.Oil and Gas-
Jun 2015MDS 2015-Marcellus Shale Development, LPOil and Gas-
May 2015Mewbourne Energy Partners 15-A, L.P.Oil and Gas$2.2M
May 2015MDS Energy Partners, LPOil and Gas-
Jul 2014MDS 2014-Marcellus Shale Development, LPOil and Gas-
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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