Fundraisers / World Equity Group, Inc.
FundraiserRegistered broker-dealer
World Equity Group, Inc.
FINRA 29087 · placing rounds since May 2016
8company rounds placed
4in the last two years, last Mar 2026
$3.0Bsold in the rounds they placed
4.8%typical commission; the median firm takes 4.9%
Named on 27 Form D filings as paid to sell the offering: 8 for operating companies, 14 for funds, 5 for real estate. 4 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
426Q1
What they place
- Insurance67%
- Oil and Gas22%
- Other11%
How big the rounds are
- Under $1M2
- $1M to $5M0
- $5M to $20M1
- $20M to $100M0
- $100M+4
Where the companies are
NY4OH2PA2TX1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026New York Life Insurance & Annuity CorpAgents: World Equity Group, Inc.Insurance$546M
Mar 2026New York Life Insurance & Annuity CorpAgents: World Equity Group, Inc.Insurance$505M
Mar 2026New York Life Insurance & Annuity CorpAgents: World Equity Group, Inc.Insurance$136M
Mar 2026New York Life Insurance & Annuity CorpAgents: World Equity Group, Inc.Insurance$1.8B
Dec 2018Bouldin Creek Holdings, Inc.Other$15M
Jun 2017Nationwide Private Placement Variable AccountAgents: Kevin BauerInsurance$17k
Sept 2016Atlas Eagle Ford 2016 L.P.Oil and Gas-
May 2016Nationwide Private Placement Variable AccountAgents: Kevin BauerInsurance$103k
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.
Founders who worked with them
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