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 Advisors LLC, Triad Insurance, Inc.Insurance$2.0B
Mar 2026New York Life Insurance & Annuity CorpAgents: Triad Insurance, Inc.Insurance$546M
Mar 2026New York Life Insurance & Annuity CorpAgents: Triad Insurance, Inc.Insurance$1.8B
Mar 2026New York Life Insurance & Annuity CorpAgents: Triad Insurance, Inc.Insurance$3.0B
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
Mar 2024Crystal Capital Fund Series, LLCAgents: Jeffrey RosenthalPooled Investment Fund$386M
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew L. Kuchera, Gary Block, George ChirayilInsurance$2.4B
Mar 2023Crystal Capital Fund Series, LLCAgents: Jeffrey RosenthalPooled Investment Fund$371M
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Andrew L. Kuchera, Gary Block, George ChirayilInsurance$2.0B
Sept 2022Passco Riverhouse DSTResidential-
Aug 2022Passco Velo DSTResidential-
Jul 2022Passco Cadence DSTResidential-
Jul 2022Passco Sawgrass DSTResidential-
May 2022Passco Estelle DSTResidential-
May 2022Passco Canal DSTResidential-
May 2022Huntsville SFR DSTOther Real Estate$8.3M
Mar 2022Crystal Capital Fund Series, LLCAgents: Jeffrey RosenthalPooled Investment Fund$337M
Dec 2021Protective COLI PPVULAgents: Bryan Murphy, Corby Dell, Larry DeatheragePooled Investment Fund$463M
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Kelley F. SnookInsurance$1.7B
Apr 2021Passco Chesterfield DSTResidential$247k
Feb 2021Passco Mill at New Holland DSTResidential-
Jan 2021Passco San Antonio DSTResidential-
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Kelley F. SnookInsurance$2.3B
Dec 2020Passco Cypress Creek DSTResidential$350k
Oct 2020Passco Preserve DSTResidential-
Oct 2020Passco One Hampton DSTResidential$1.0M
Apr 2020Passco Nocatee DSTResidential-
Jan 2020Passco Mellody Farm DSTResidential$500k
Jan 2020Zero Coupon Chicagoland Office DSTOther Real Estate$55M
Dec 2019Passco Buckhead DSTResidential$14M
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Kelley F. SnookInsurance$1.8B
Nov 2019Passco Lakeview Villas DSTResidential-
Nov 2019Passco Park 35 DSTResidential-
Oct 2019Passco Turkey Creek DSTResidential-
Sept 2019Passco Sapphire Bay DSTResidential-
Aug 2019Passco Grand Oaks DSTResidential-
Jul 2019Passco Legacy DSTResidential-
Jul 2019Passco Tribute DSTResidential$575k
May 2019Passco Grayson DSTResidential-
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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