Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

IFP SECURITIES, LLC
297287
IFP SECURITIES, LLC
297287
IFP SECURITIES, LLC
297287
IFP SECURITIES, LLC
297287
NONE
NONE
IFP SECURITIES, LLC
297287
NONE
NONE
IFP SECURITIES, LLC
297287
IFP SECURITIES, LLC
297287
EVAN THURMOND
4453804
IFP SECURITIES, LLC
297287
SCOTT SELLS
2608020
IFP SECURITIES, LLC
297287
ADAM COOP
4444217
IFP SECURITIES, LLC
297287
MORE THAN 5 PEOPLE
NONE
IFP SECURITIES, LLC
297287
IFP SECURITIES, LLC
297287
NONE
NONE
IFP SECURITIES, LLC
297287
NONE
NONE
IFP SECURITIES, LLC
297287
NONE
NONE
IFP SECURITIES, LLC
297287
NONE
NONE
IFP SECURITIES
297287
NONE
NONE
IFP SECURITIES LLC
297287
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2026-07-01
D/A
$3,152,636.00
No
$0.00
No
2026-07-01
D/A
$3,152,636.00
No
$0.00
No
2026-05-15
D/A
$152,668,741.00
Yes
$0.00
No
AS OF 4/30/26
2025-11-26
D/A
$10,000,000.00
Yes
$0.00
No
2025-10-15
D/A
$10,000,000.00
Yes
$0.00
No
2025-05-15
D/A
$142,549,034.00
Yes
$0.00
No
2025-05-13
D
$757,408.00
No
$0.00
No
2024-10-25
D/A
$6,000,000.00
Yes
$0.00
No
ESTIMATE ABOVE ASSUMES $500 MILLION OF SECURITIES ARE SOLD
2024-10-04
D/A
$10,000,000.00
Yes
$0.00
No
2023-11-03
D/A
$6,000,000.00
Yes
$0.00
No
ESTIMATE ABOVE ASSUMES $500 MILLION OF SECURITIES ARE SOLD
2023-09-25
D/A
$10,000,000.00
Yes
$0.00
No
2023-05-26
D/A
$10,000,000.00
Yes
$0.00
No
2023-04-05
D/A
$6,000,000.00
Yes
$0.00
No
ESTIMATE ABOVE ASSUMES $500 MILLION OF SECURITIES ARE SOLD
2023-03-21
D/A
$3,433,200.00
Yes
$0.00
No
2023-03-08
D/A
$3,513,000.00
Yes
$0.00
No
2023-01-04
D/A
$2,953,600.00
Yes
$0.00
No
2022-12-20
D/A
$14,400,000.00
Yes
$0.00
No
SALES COMMISSIONS INCLUDES ESTIMATES OF THE MAXIMUM AMOUNT OF SELLING COMMISSIONS AND DEALER MANAGER FEES THAT MAY BE PAID.
2022-05-20
D/A
$10,965.00
No
$0.00
Yes
THE ISSUER WILL PAY UP TO THE FOLLOWING PERCENTAGES OF THE SALES PRICE FOR THE SALES OF CERTAIN CLASSES OF UNITS: 8.5% FOR CLASS A, 4.75% FOR CLASS T, AND 3.0% FOR CLASS S UNITS. CLASS D UNITS AND CLASS I UNITS ARE NOT SUBJECT TO ANY UPFRONT SALES LOAD.
2022-03-10
D/A
$2,425,041.00
No
$0.00
No
MAXIMUM AMOUNT OF SELLING COMMISSIONS INCLUDES THE MAXIMUM AMOUNT OF ESTIMATED DEALER MANAGER FEES.
2022-01-20
D/A
$2,425,041.00
No
$0.00
No
MAXIMUM AMOUNT OF SELLING COMMISSIONS INCLUDES THE MAXIMUM AMOUNT OF ESTIMATED DEALER MANAGER FEES.
2021-09-30
D/A
$85,000,000.00
Yes
$0.00
No
THIS ESTIMATE ASSUMES THE ENTIRE OFFERING IS SOLD.
2021-08-25
D/A
$85,000,000.00
Yes
$0.00
No
THIS ESTIMATE ASSUMES THE ENTIRE OFFERING IS SOLD.
2021-08-23
D/A
$5,334,367.00
Yes
$0.00
No
2021-02-02
D/A
$3,075,000.00
Yes
$0.00
No
MAXIMUM AMOUNT OF SELLING COMMISSIONS INCLUDES THE MAXIMUM AMOUNT OF ESTIMATED DEALER MANAGER FEES.
2021-01-21
D/A
$8,750,000.00
No
$0.00
No
MAXIMUM AMOUNT OF SELLING COMMISSIONS INCLUDES THE MAXIMUM AMOUNT OF ESTIMATED DEALER MANAGER FEES.
2020-12-03
D/A
$85,000,000.00
Yes
$0.00
No
THIS ESTIMATE ASSUMES THE ENTIRE OFFERING IS SOLD.
2020-10-14
D/A
$5,500,000.00
Yes
$0.00
Yes
2020-09-24
D/A
$5,500,000.00
Yes
$0.00
Yes
2020-09-11
D/A
$5,500,000.00
Yes
$0.00
Yes
2020-08-27
D/A
$5,500,000.00
Yes
$0.00
Yes
2020-08-13
D/A
$5,500,000.00
Yes
$0.00
Yes
2020-07-30
D/A
$5,500,000.00
Yes
$0.00
Yes
2020-04-24
D/A
$794,129.00
Yes
$0.00
No
ONLY CLASS A SHARES ARE SUBJECT TO COMMISSIONS.
2019-12-03
D/A
$2,450,000.00
Yes
$0.00
No
2019-10-01
D/A
$1,234,100.00
Yes
$0.00
No
ONLY CLASS A SHARES ARE SUBJECT TO COMMISSIONS.
2019-06-26
D/A
$880,000.00
Yes
$0.00
No