Profile

Broker Dealer

Broker CRD #

Recipient Name

Recipient CRD #

CONCORDE INVESTMENT SERVICES, LLC
151604
STEVE ERICKSON
4400791
CONCORDE INVESTMENT SERVICES, LLC
151604
STEVEN ERICKSON
4400791
CONCORDE INVESTMENT SERVICES, LLC
151604
STEVEN ERICKSON
4400791
CONCORDE INVESTMENT SERVICES, LLC
151604
STEVEN ERICKSON
4400791
CONCORDE INVESTMENT SERVICES, LLC
151604
STEVE ERICKSON
4400791
Filings
Filing Date
Filing Type
Sales Commission
Estimate?
Finders' Fee
Estimate?
Commission/Fee Clarification
2026-06-29
D/A
$25,000,000.00
No
$0.00
No
DEALER MANAGER FEE OF UP TO 2%; SALES COMMISSION OF UP TO 7%; DUE DILIGENCE FEE OF UP TO 0.5%; MARKETING EXPENSE FEE OF UP TO 0.5%.
2025-09-05
D/A
$8,300,000.00
Yes
$0.00
No
DEALER MANAGER FEE OF UP TO 1.5%; SALES COMMISSION OF UP TO 5.5%; DUE DILIGENCE FEE OF UP TO 0.5%; MARKETING EXPENSE FEE OF UP TO 0.5%; PAYMENT TO MANAGING GENERAL PARTNER OF 0.3%
2024-09-09
D/A
$0.00
Yes
$0.00
Yes
2024-07-03
D/A
$25,000,000.00
Yes
$0.00
No
DEALER MANAGER FEE OF 2%; SALES COMMISSION UP TO 7%; DUE DILIGENCE FEE OF 0.5%; AND MARKETING EXPENSE FEE OF 0.5%.
2023-07-05
D/A
$30,000,000.00
Yes
$0.00
No
DEALER MANAGER FEE OF 2%; SALES COMMISSION UP TO 7%; DUE DILIGENCE FEE OF 0.5%; AND MARKETING EXPENSE FEE OF 0.5%