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$1.8B
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
Feb 2025Midway Venture Partners Voyager SpacePooled Investment Fund$20M
Feb 2025Midway Venture Partners Open AIPooled Investment Fund$1.7M
Feb 2025Midway Venture Partners Cohere SeriesPooled Investment Fund$315k
Jan 2025Kdm Funding I LLCOther Real Estate$900k
Mar 2024Crystal Capital Fund Series, LLCAgents: Richard BabjakPooled Investment Fund$386M
Aug 2023CF Pearland Multifamily DSTResidential$8.9M
Mar 2023Crystal Capital Fund Series, LLCAgents: Richard BabjakPooled Investment Fund$371M
Mar 2022Crystal Capital Fund Series, LLCAgents: Richard BabjakPooled Investment Fund$337M
Sept 2021CF Glenmuir Multifamily DSTOther Real Estate$68M
May 2021BR Greylyn Portfolio, DSTResidential$4.9M
Aug 2020Korth Direct Mortgage Inc.Other Real Estate$9.1M
Oct 2019Midway Venture Partners, LLCAgents: World Equity Group, IncorporatedPooled Investment Fund-
Mar 2019Crystal Capital Fund Series, LLCAgents: Richard BabjakPooled Investment Fund$319M
Mar 2019Crystal Capital Strategies Fund, LLCAgents: Richard BabjakPooled Investment Fund$22M
Mar 2019Crystal Capital International Strategies Fund SPCAgents: Jeff WeglarzPooled Investment Fund$3.5M
Dec 2018Bouldin Creek Holdings, Inc.Other$15M
Mar 2018Crystal Capital International Strategies Fund SPCAgents: Jeff WeglarzPooled Investment Fund$4.4M
Mar 2018Crystal Capital Strategies Fund, LLCAgents: Richard BabjakPooled Investment Fund$35M
Dec 2017Weg Fund I, LLCPooled Investment Fund-
Jun 2017Nationwide Private Placement Variable AccountAgents: Kevin BauerInsurance$17k
Mar 2017Crystal Capital Strategies Fund, LLCAgents: Richard BabjakPooled Investment Fund$40M
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-
Apr 2014Intrinsic Edge Plus Ai, L.P.Agents: Michael Yale RaginsPooled Investment Fund$32M
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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