How much funding has Worth Investment Group raised?

Worth Investment Group has disclosed $17.6M raised across 1 round.

Where is Worth Investment Group headquartered?

Worth Investment Group is headquartered in Orlando, US.

Worth Investment Group

Orlando, US · Delaware LLC

Worth Investment Group is a permanent-capital holding company that makes controlling acquisitions of profitable middle-market manufacturing, distribution, and business-services companies across North America and holds them long term. It partners with existing management teams and is raising an evergreen private equity fund for accredited investors.

Enterprise Software Fintech

Founders & leadership

M. Eric BooromFounder

Reported raises · per SEC filings

Form D private placements

$17.6M disclosed across 1 round · 2010

▶$17.6MraisedApr 2025 · 161 investors · Other

Rule 506(c)

Officers, directors & promoters on the filing

Worth Capital LLCExecutive Officer
M. Eric BooromExecutive Officer

Offering amount: $150M
Amount sold: $17.6M
Minimum investment: $50K
Sales commissions: $12.8M
Proceeds to insiders: $9.8M
Placement agents: World Equity Group, Inc., Cabot Lodge Securities, Wealthforge Securities, LLC
First sale: Jan 2010
Incorporated: Limited Liability Company, Delaware
Federal exemptions: 06c

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 1

by search overlap

Allworth Financial31 shared keywordsAllworth Financial is a fee-based fiduciary wealth management and financial advisory firm serving investors seeking personalized, comprehensive financial guidance. The company manages approximately $39 billion in assets and operates as a registered investment advisor (RIA) across multiple offices in the United States.

Companies competing with Worth Investment Group for the same Google search keywords, organic and paid, via search-intersection analysis.

In the news

Ownership Criteria | WORTH INVESTMENT GROUPworth-investments.com · Jan 2016

Frequently asked questions

What does Worth Investment Group do?: Worth Investment Group is a permanent-capital holding company that makes controlling acquisitions of profitable middle-market manufacturing, distribution, and business-services companies across North America and holds them long term. It partners with existing management teams and is raising an evergreen private equity fund for accredited investors.
How much funding has Worth Investment Group raised?: Worth Investment Group has disclosed $17.6M raised across 1 round.
Where is Worth Investment Group headquartered?: Worth Investment Group is headquartered in Orlando, US.