Giving Investors Access

IPOs and other Offerings

WHY CAMBRIA

Our focus is on understanding each client’s financial objectives and developing an effective strategy to maximize growth opportunities and investment outcomes. We conduct our business with integrity and fairness, which is the backbone of our culture and tradition.

Typically, institutional investors and wealthy or privileged clients of investment banks are the ones given the opportunity to invest in initial public offerings (IPOs).

 In 2012, Congress passed the Jumpstart Our Business Startups Act, known as the JOBS Act, which greatly expanded entrepreneurs’ access to capital and investors’ ability to invest in smaller businesses and start-up companies.

 In 2015, the SEC finalized rules under Title IV of the JOBS Act, often referred to as Regulation A+, which allows companies to raise up to $50 million per year, and allows non-accredited investors the opportunity to invest in these companies, within certain limitations.

​Cambria believes that the future of investing is here, and desires to democratize capital raising by bringing investment opportunities to all investors – not just the most wealthy and privileged clients. As a Cambria client, you will likely have the opportunity to invest in IPOs and other Offerings. Accredited investors may also be able to participate in private placements. 

OUR SOLUTIONS

IPOs, Offerings, Private Placements, Crowd Financed Securities & Crowdfunding

IPOs & Offerings

My IPO is leveling the playing field by giving investors access to some of the most exciting IPOs and other Offerings!  Until now, only the privileged clients of investment banks, institutional investors or the wealthy had access to these opportunities

 

 

My IPO is an online offering platform

division of Cambria Capital, LLC.  

Offerings & Crowd Financed Securities

Invest directly in public and private offerings, private placements and crowd financed securities in public and private companies. We are inviting qualified individuals to participate in these opportunities on a level playing field.

 

BANQ is an online offering platform

division of Cambria Capital, LLC. 

Crowdfunding

Ready Round was created to give all investors the opportunity to invest in some of the most exciting, vetted, Crowdfunding Offerings! It's easy to use and equally easy to find others to invest in.

Ready Round is the Crowdfunding 

Portal division of Cambria Capital, LLC.

Full-Service Brokerage

Cambria Capital provides Full-Service Brokerage and Wealth Management to individuals, high net-worth families, partnerships, non-profit organizations and institutional clients.

WEALTH MANAGEMENT

Access Some of the Leading Asset Managers

Equity Strategies

Invest in proven equity strategies that have ranked in the top 9% of their respective classes by Morningstar®. Zacks Investment Management manages over 7 billion across a suite of award winning strategies. 

Zacks Investment Management is an independent Registered Investment Advisory firm and acts as an investment manager for individuals and institutions.

Hedging Strategies

Could 2020 be a volatile year in the stock market? Learn how to hedge your portfolio with Cambria Armor Investments. 

 

Sub-advised by Equity Armor Investments, LLC. Equity Armor Investments, LLC is a SEC Registered Investment Advisor under the Investment Advisors Act of 1940.

 

CAMBRIA DAILY DIGEST

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AS FEATURED IN

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Cambria Capital, LLC.

 

Member                |
 

Check the background of this firm on FINRA's BrokerCheck 
 

Regulation A+ offerings have two phases – a pre-qualification phase and a post-qualification phase. Qualification is the term used by the SEC to indicate that the offering has been reviewed by the SEC and securities may be sold. During the pre-qualification phase, you may reserve securities to be purchased at a later date. All reservations are non-binding. A company will only be able to make sales of securities to you after it has filed an offering statement with the SEC and the SEC has qualified the offering statement. The Information in that offering statement will be more complete than the information that the company is providing to you prior to qualification and it could differ in important ways. You must read the offering statement and documents filed with the SEC before investing in any of the companies listed on our website. Unless the offering statement has been qualified, no money or other consideration is being solicited, and if sent, will not be accepted. No sales will be made or commitments to purchase accepted until the offering statement is qualified. 

By accessing this site and any pages thereof, you agree to be bound by its Terms of Use and Privacy Policy, as may be amended from time to time without notice or liability. 

Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, the content of this website is provided “as is" without warranty of any kind (either express or implied). 

Financial products listed on this website are only available to residents in the states where Cambria is registered. 

Neither the SEC nor any state regulator or other regulatory body has passed upon the merits of or given its approval to the securities, the terms of the offerings, or the accuracy or completeness of any offering materials or information posted on the site. 

Investments in Regulation A+ offerings are speculative and may involve a high degree of risk. Investors may receive illiquid stock that may have little to no secondary market. There can be no assurance the valuation is accurate or in line with the market or industry valuations. 

Securities sold through private placements are not publicly traded and are intended for investors who do not have a need for a liquid investment. Additionally, investors in private placements will receive restricted stock that will be subject to holding period requirements. 

 

Companies offering securities in Regulation A offerings and private placements tend to be in the earlier stages of development and have not yet been fully tested in the public marketplace. Investing in Regulation A+ offerings and private placements requires high risk tolerance, low liquidity concerns, and long-term commitments. Investors must be able to afford to lose their entire investment.