Fundraisers / Wealthforge Securities, LLC
FundraiserRegistered broker-dealer
Wealthforge Securities, LLC
FINRA 152550 · placing rounds since Jan 2016
171company rounds placed
0in the last two years, last Oct 2023
$118Msold in the rounds they placed
10.0%typical commission; the median firm takes 4.9%
Named on 550 Form D filings as paid to sell the offering: 171 for operating companies, 37 for funds, 342 for real estate. 27 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
623Q2123Q3123Q4
What they place
- Other89%
- Investing5%
- Other Technology3%
- Restaurants1%
- Retailing1%
- Telecommunications1%
- Insurance1%
How big the rounds are
- Under $1M140
- $1M to $5M36
- $5M to $20M0
- $20M to $100M0
- $100M+0
Where the companies are
NY159TX8CA4MA3VA3CT3SD2OH2
Rounds they placed
FiledIssuerIndustrySold
Jan 2026PG Omaha Landmark DSTOther Real Estate$6.6M
Jan 2026CS1031 Richmond Active Living Apartments, DSTAgents: WealthForge Securities, LLCCommercial-
Dec 2025Capital Square Apartment Operating Partnership, L.P.REITS and Finance$19M
Dec 2025Capital Square Blue Horizons BFR, LLCAgents: WealthForge Securities, LLCCommercial-
Oct 2025CS1031 The Villages at Miami Gardens BFR Housing, DSTAgents: WealthForge Securities, LLCCommercial-
Oct 2025Velocis Maple Grove BTR DSTOther Real Estate$756k
Sept 2025Capital Square Apartment Operating Partnership, L.P.REITS and Finance$17M
Aug 2025CS1031 Zero Coupon DFW Hospitality, DSTAgents: WealthForge Securities, LLCCommercial-
Aug 2025CS1031 Texas Active Living I, DSTAgents: WealthForge Securities, LLCCommercial-
Aug 2025801 Mumford Lemad TEI Equities LLCCommercial$5.8M
Jul 2025Capital Square Apartment REIT, Inc.REITS and Finance$1.8M
Jun 2025Salisbury NC Industrial 7 LLCOther Real Estate$1.4M
May 2025PG Ocean DSTOther Real Estate$1.6M
Jan 2025Capital Square Apartment Operating Partnership, L.P.REITS and Finance$5.5M
Nov 2024Capital Square Apartment Operating Partnership, L.P.REITS and Finance$14M
Oct 2024CS1031 Valley Ridge BFR Housing, DSTAgents: WealthForge Securities, LLCCommercial-
Jul 2024CS1031 Sidbury Station BFR Housing, DSTAgents: WealthForge Securities, LLCCommercial-
Jul 2024ElmTree Industrial Trust, Inc.REITS and Finance$1.2M
Jul 2024CSRA Opportunity Zone Fund IX, LLCAgents: WealthForge Securities, LLCCommercial-
Jun 2024Capital Square Apartment REIT, Inc.REITS and Finance$100k
May 2024Capital Square Apartment Operating Partnership, L.P.REITS and Finance$11M
Apr 2024Hyperion Retail Opportunity Fund II-RT, LPREITS and Finance-
Apr 2024Olympus Property REIT I LLCAgents: Kevin KensingerREITS and Finance-
Mar 2024Crew Campus, Inc.Agents: WEALTHFORGE SECURITIES, LLCREITS and Finance$50k
Dec 2023CS1031 Summit Place BFR Housing, DSTAgents: WealthForge Securities, LLCCommercial-
Oct 2023Agate Stone Management LLCAgents: WealthForge Securities LLCOther$330k
Sept 2023Capital Square Glendale BFR, LLCAgents: WealthForge Securities, LLCCommercial-
Aug 2023Versity Income Property Notes, LLCAgents: TRAWNEGAN GALLCommercial$555k
Aug 2023Southwestern Farm Capital Fund No K-1, LLCCommercial-
Aug 2023CF Pearland Multifamily DSTResidential$8.9M
Jul 2023Amber Beach Management LLCAgents: WealthForge Securities LLCOther$55k
Jun 2023Pavo Ventures LLCAgents: WealthForge Securities LLCOther$330k
Jun 2023Purple Stone Management LLCAgents: WealthForge Securities LLCOther$330k
Jun 2023CS1031 Aspen Vista BFR Housing, DSTAgents: WealthForge Securities, LLCCommercial$2.0M
Jun 2023Epona Ventures LLCAgents: WealthForge Securities LLCOther$2.3M
May 2023Ruthenium Rock Management LLCAgents: WealthForge Securities LLCOther$250k
Apr 2023Flatirons Self-Storage V DSTOther Real Estate-
Apr 2023Abess Management LLCAgents: WealthForge Securities LLCOther$110k
Apr 2023Capital Square Apartment Operating Partnership, L.P.REITS and Finance$33M
Apr 2023Dea Matrona Ventures LLCAgents: WealthForge Securities LLCOther$330k
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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