Fundraisers / Wells Fargo Clearing Services
FundraiserRegistered broker-dealer
Wells Fargo Clearing Services
FINRA 19616 · placing rounds since Jan 2016
10company rounds placed
3in the last two years, last Dec 2025
$21.4Bsold in the rounds they placed
3.9%typical commission; the median firm takes 4.9%
Named on 72 Form D filings as paid to sell the offering: 10 for operating companies, 62 for funds. 3 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
123Q4124Q1124Q4125Q1125Q4
What they place
- Insurance80%
- Other20%
How big the rounds are
- Under $1M0
- $1M to $5M0
- $5M to $20M0
- $20M to $100M0
- $100M+10
Where the companies are
IN8IL2
Rounds they placed
FiledIssuerIndustrySold
Dec 2025Lincoln Life Flexible Premium Variable Life Account ZAgents: Peter QuinnInsurance$2.7B
Mar 2025Graham Alternative Investment Fund Ii LLCAgents: MULTIPLEPooled Investment Fund$243M
Mar 2025Graham Alternative Investment Fund I LLCAgents: MULTIPLEPooled Investment Fund$402M
Jan 2025PCS Real Return Institutional Fund, LLCPooled Investment Fund$570M
Jan 2025Pam Global Diversified Fund LLCAgents: Wells Fargo Advisors, LLCOther$103M
Dec 2024Lincoln Life Flexible Premium Variable Life Account ZAgents: Peter QuinnInsurance$2.6B
Oct 2024Churchill Co-Investment Partners II Offshore Access Fund, L.P.Pooled Investment Fund-
Aug 2024Exchange Place: All Cap II LPPooled Investment Fund$1.1B
Jul 2024Agility Multi-Asset Income FundPooled Investment Fund$743M
Mar 2024Graham Alternative Investment Fund I LLCAgents: MULTIPLEPooled Investment Fund$398M
Mar 2024Graham Alternative Investment Fund Ii LLCAgents: MULTIPLEPooled Investment Fund$237M
Jan 2024Pam Global Diversified Fund LLCAgents: Wells Fargo Advisors, LLCOther$103M
Jan 2024PCS Real Return Institutional Fund, LLCPooled Investment Fund$570M
Dec 2023Lincoln Life Flexible Premium Variable Life Account ZAgents: Peter QuinnInsurance$2.4B
Mar 2023Graham Alternative Investment Fund I LLCAgents: MULTIPLEPooled Investment Fund$396M
Mar 2023Graham Alternative Investment Fund Ii LLCAgents: MULTIPLEPooled Investment Fund$233M
Jan 2023PCS Real Return Institutional Fund, LLCPooled Investment Fund$570M
Dec 2022Lincoln Life Flexible Premium Variable Life Account ZAgents: Peter QuinnInsurance$2.0B
Jul 2022iCapital OrbiMed Asia Partners V, L.P.Pooled Investment Fund-
May 2022iCapital Francisco Partners VII, L.P.Pooled Investment Fund-
Jan 2022iCapital Thoma Bravo Credit Fund II, L.P.Pooled Investment Fund-
Dec 2021Lincoln Life Flexible Premium Variable Life Account ZAgents: Peter QuinnInsurance$1.7B
Oct 2021Strategic Partners Offshore IX L.P.Agents: Wells Fargo Clearing Services, LLCPooled Investment Fund-
Oct 2021Strategic Partners IX L.P.Agents: Wells Fargo Clearing Services, LLCPooled Investment Fund-
Aug 2021FS NYDIG Bitcoin Fund I, LPPooled Investment Fund-
Aug 2021iCapital Millennium USA Access Fund LPPooled Investment Fund-
Jan 2021iCapital Newbrook, L.P.Pooled Investment Fund$5.5M
Dec 2020Lincoln Life Flexible Premium Variable Life Account ZAgents: Frederick Nolan Williams, Peter QuinnInsurance$2.3B
Dec 2020iCapital - PG Real Estate Opportunities 2019 Access Fund, L.P.Pooled Investment Fund-
Nov 2020iCapital StepStone Tactical Growth III, L.P.Pooled Investment Fund$27M
Sept 2020iCapital H.I.G. Bayside VI, L.P.Pooled Investment Fund-
Jun 2020iCapital HarbourVest Dover Street X, L.P.Pooled Investment Fund-
Dec 2019Lincoln Life Flexible Premium Variable Life Account ZAgents: Frederick Nolan Williams, Peter QuinnInsurance$1.8B
Dec 2019BC Double Impact II ASP Fund, a series of Alternative Strategies Private Capital Platform, LLCPooled Investment Fund-
Dec 2019OrbiMed Asia Partners IV ASP Fund, a series of Alternative Strategies Private Capital Platform, LLCPooled Investment Fund-
May 2019Apollo Natural Resources III ASP Fund, a series of Alternative Strategies Private Capital Platform, LLCPooled Investment Fund-
May 2019BREP IX ASP Fund, a series of Alternative Strategies Private Capital Platform, LLCPooled Investment Fund-
Jan 2019DPIP Project Ride Series, a series of Alternative Strategies Direct Private Investment Program, LLCPooled Investment Fund$8.2M
Jan 2019Strategic Partners VIII ASP Fund, a series of Alternative Strategies Private Capital Platform, LLCPooled Investment Fund-
Dec 2018Bridge Multifamily IV ASP Fund, a series of Alternative Strategies Private Equity Platform, LLCPooled Investment Fund-
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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