About

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

Services

Tobin & Company specializes is a variety of investment banking services that meet the needs of our growing clientele, adapting as changes in financial regulations occur.

Industries

Beyond our knowledge and experience in investment banking, our clients appreciate that Tobin & Company has broad and deep knowledge of their specific business sectors.

Resources

In a world rife with financial opportunity and volatility, Tobin & Company provides a comforting combination of knowledge, experience, confidence.

Grubb Southeast Real Estate Fund IV, LLC

Managing Broker-Dealer Operations

Private Placement Offering

March 31, 2024
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Tobin & Company Securities LLC served as the managing broker-dealer for Grubb Properties’ offering of Fund IV. The fund was among the first in which our client engaged a Managing Broker-Dealer in order to meet regulatory requirements of this prolific fundraiser.

Our team conducted due diligence to confirm the offering documents and to establish reasonable-basis suitability of the offering. The Firm accredited investor, ensured individual suitability and completed complicated CIP compliance and AML clearances.

Grubb Southeast Real Estate Fund IV, LLC

Securities offered through Tobin & Company Securities LLC | Member FINRA/SIPC | Business Continuity

Check us out at FINRA’s BrokerCheck

Customer Relationship Summary (Form CRS)

Tobin & Company Investment Banking Group LLC provides a range of investment banking services to the lower middle market. Tobin & Company prides itself on offering a refreshing approach to investment banking with our collegial atmosphere that allows us to connect on a personal level with business owners, entrepreneurs and their investors.

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