Fundraisers / Westport Financial Services
FundraiserRegistered broker-dealer
Westport Financial Services
FINRA 38449 · placing rounds since Oct 2016
5company rounds placed
0in the last two years, last Jan 2024
$17.0Bsold in the rounds they placed
0.5%typical commission; the median firm takes 4.9%
Named on 5 Form D filings as paid to sell the offering: 5 for operating companies. 2 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
124Q1
What they place
- Insurance100%
How big the rounds are
- Under $1M0
- $1M to $5M0
- $5M to $20M0
- $20M to $100M0
- $100M+3
Where the companies are
NY3OH3
Rounds they placed
FiledIssuerIndustrySold
Jan 2024Western-Southern Life Assurance Co Separate Account 2.003Agents: Matthew HenoferInsurance-
May 2022National Integrity Life Insurance Co Separate Account GVLAgents: Jeremiah Reen, Jr., Matthew HenoferInsurance-
Nov 2018Western-Southern Life Assurance Co Separate Account 2.002Agents: JEREMIAH REEN, JR., MATTHEW HENOFERInsurance-
Dec 2017Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Oct 2016Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
Nov 2015Metropolitan Life Insurance CoAgents: Various AgentsInsurance$8.5B
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
No one has said so yet.
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