CION Ares Diversified Credit Fund Reaches $5 Billion Milestone
May 9, 2024
CION Ares Diversified Credit Fund recently surpassed $5 billion in total assets under management, according to CION Ares Management LLC...
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Griffin Capital Completes Construction on Multifamily Development in LA Opportunity Zone
May 8, 2024
Private real estate investment manager Griffin Capital Company LLC completed construction on AVA Arts District, a 475-unit multifamily community in...
Peakstone REIT Reports Results Following One-Year Anniversary as Listed Company
May 8, 2024
It’s been just over a year since Peakstone Realty Trust (NYSE: PKST) – formerly a publicly registered non-traded real estate...
SEC Obtains $76 Million Judgment Against Accused Retirement Account Fraudsters
May 8, 2024
The United States District Court for the Central District of California entered a final consent judgment against defendants Red Rock...
SFA Partners Appoints EVP to Strategic Blueprint RIA
May 8, 2024
SFA Partners, a family of financial service companies, has announced the appointment of Michael Bryan to the role of executive vice president,...
The AmeriFlex Group Acquires The W Source Women’s Professional Networking Platform
May 8, 2024
The AmeriFlex Group – an adviser-owned hybrid registered independent adviser – has acquired The W Source, a professional platform facilitating women-to-women...
Capital Square Hires Industry Veteran to Enhance South Central Territory Sales
May 7, 2024
Capital Square – a sponsor of tax-advantaged real estate investments and a developer and manager of housing communities – added...
Osaic Closes on Acquisition of Lincoln Wealth Management Firms
May 7, 2024
Provider of wealth management solutions Osaic closed on the acquisition of Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation...
Southwestern Farm Capital Fund II Seeks $15 Million Capital Raise From Accredited Investors
May 7, 2024
Southwestern Asset Management, a Texas-based sponsor of investments in essential real estate assets, launched its latest Regulation D 506(c) offering:...
Madison Capital Markets Launches Fund to Acquire, Manage Convenience Store Assets
May 7, 2024
Madison Capital Markets, an affiliate of Madison Capital Group, has launched the Madison Net Lease IV Fund. The fund aims...
Goldman Sachs Advisor Solutions Brings Alts Lending Feature to RIA Clients
May 7, 2024
Due to a new program from Goldman Sachs, eligible clients of registered investment advisers will now be able to borrow...
Sanctuary Wealth Acquires Tru Independence, Adding $12.5 Billion in Client Assets
May 6, 2024
Sanctuary Wealth has acquired tru Independence, a Portland, Ore.-based enterprise that supports 30 registered investment adviser firms managing $12.5 billion...
SEC Charges Missouri Man and F3 Mastermind With Defrauding Investors in Three Securities Offerings
May 6, 2024
The U.S. Securities and Exchange Commission filed a litigated action charging Robert M. Thompson and a private entity he controls,...
Walton Global Acquires 143 Acres Near Charlotte for Residential Development
May 6, 2024
Walton Global, a real estate investment and land asset management company and sponsor of private placement investments, announced the acquisition...
Trinity Investors and Insight Equity Holdings Announce Purchase of Atmos Technologies
May 6, 2024
Alternative investment manager Trinity Investors has partnered with private equity firm Insight Equity Holdings to acquire Atmos Technologies for approximately $37.6 million....
SKRADD Non-Traded Equity REIT Indices Highlight ‘Wide Dispersion of Returns’
May 3, 2024
SK Research and Due Diligence, or SKRADD, announced the release of its Q4 2023 Non-Traded Equity REIT indices, which track...
Detroit-Area Father and Son Team Join LPL Financial From Ameriprise
May 3, 2024
Financial advisers Mitchell “Mitch” and Wesley “Wes” McCann have joined LPL Financial’s broker-dealer, registered investment adviser, and custodial platforms. They...
1031 Crowdfunding Announces Senior Living-Focused Bridge Fund III
May 3, 2024
1031 Crowdfunding, a real estate investing platform and sponsor of Delaware statutory trusts concentrated in the senior housing sector, launched...
FIQ Freedom Aims to Help Financial Advisers Achieve Independence Goals
May 3, 2024
FIQ Freedom is the latest addition to FusionIQ’s product suite on the FusionIQ One platform. FIQ Freedom empowers financial advisers...
SEC Obtains Monetary Judgment Against Unregistered Broker Tied to GPB Capital
May 3, 2024
The United States District Court for the Northern District of Texas granted the U.S. Securities and Exchange Commission’s request for...
