Fundraisers / United Planners' Financial Services of America A Limited Partner
FundraiserRegistered broker-dealer
United Planners' Financial Services of America A Limited Partner
FINRA 20804 · placing rounds since Jun 2016
3company rounds placed
0in the last two years, last Feb 2017
$3.9Msold in the rounds they placed
17.0%typical commission; the median firm takes 4.9%
Named on 5 Form D filings as paid to sell the offering: 3 for operating companies, 2 for real estate. 2 registered agents named.
How big the rounds are
- Under $1M6
- $1M to $5M2
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
NY5OH3PA3
Rounds they placed
FiledIssuerIndustrySold
May 2018CV Data Center Growth & Income REIT, LLCREITS and Finance$275k
Feb 2017Nationwide Private Placement Variable AccountAgents: Aaron Morris, Brett EllenInsurance$423k
Sept 2016Nationwide Private Placement Variable AccountAgents: Brett EllenInsurance$3.1M
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
Jun 2016Griffin Capital Development Partners Fund I, LLCAgents: Brett S. EllenOther Real Estate-
Dec 2015Genesis Drilling Program IX LPAgents: Mark ChristensenOil and Gas$20k
Dec 2015Genesis Drilling Program VIII LPAgents: Aaron SevignyOil and Gas$50k
Dec 2015Genesis Drilling Program IX LPAgents: Carl W. BenedictOil and Gas$50k
Nov 2015Genesis Drilling Program VIII LPAgents: Mark GiraudOil and Gas$30k
Nov 2015Genesis Drilling Program VIII LPAgents: Aaron SevignyOil and Gas$200k
Jun 2015Atlas Eagle Ford 2015 L.P.Oil and Gas-
Nov 2014Nationwide Private Placement Variable AccountAgents: Blari Van Buren, Brett EllenInsurance$1.4M
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.
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