BlackRock Invests in GeoWealth TAMP to Further Support RIA Alts Offerings
July 29, 2024
GeoWealth, a proprietary technology and turnkey asset management platform aka TAMP, announced that it has closed a $18 million growth...
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LPL Adds Pair of Father-Daughter Adviser Teams With $590 Million in Combined Assets
July 29, 2024
Independent broker-dealer LPL Financial added two father-and-daughter financial adviser teams this month with approximately $590 million in combined assets. Financial advisers...
Inland Fully Subscribes Minnesota-Based $76.7 Million Senior Living DST
July 26, 2024
Inland Private Capital Corporation, a real estate investment manager, has completed a $76.7 million capital raise for the private investment offering...
Starwood REIT Meets 4% of Each Stockholder’s Redemption Request in June; Total Monthly NAV Declines
July 26, 2024
The total net asset value for Starwood Real Estate Income Trust Inc. declined in June 2024 by nearly 1.2% month-over-month,...
Arkadios Lands $325 Million Ex-LPL Financial Team in Texas
July 26, 2024
Financial advisory firm Stewardship Wealth Management has transitioned its $325 million in assets under advisement to hybrid independent broker-dealer Arkadios...
Storage Units Capital Secures $75 Million Construction Financing for Florida Sites
July 26, 2024
Storage Units Capital, a self-storage real estate investment firm, secured a $75 million construction loan through Beal Bank and Crow...
SEC Charges Virginia Engineer With Organizing $31 Million Offering Fraud
July 26, 2024
The U.S. Securities and Exchange Commission charged 47-year-old Babu Ramaraj, a resident of Aldie, Va., with defrauding more than 70...
Sponsored: Catching the Wave – Surfing for Alternative Asset Managers Wanting to Access Retail Capital
July 26, 2024
I grew up listening to the Beach Boys. Living in the northeast, my friends and I did not surf. I...
KKR to Acquire $150 Billion Janney Montgomery Scott from Penn Mutual
July 24, 2024
Global investment firm KKR announced the signing of a definitive agreement under which investment funds managed by KKR will acquire...
Stanger Increases 2024 Alts Capital Formation Estimate to $115 Billion
July 24, 2024
Alternative Investment fundraising totaled nearly $57.4 billion through June led by non-traded business development companies at an estimated $18 billion,...
Capital Square Acquires BFR Community Near Wilmington, N.C., for DST Offering
July 24, 2024
Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of multifamily communities, has acquired...
Ultimus Launches Registered Alternatives Gateway Platform
July 24, 2024
Ultimus Fund Solutions – an independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions – has rolled out...
CNL Strategic Capital Grows Its Portfolio With Investment in 16th Company
July 24, 2024
CNL Strategic Capital LLC, a publicly registered non-traded limited liability company externally managed by CNL Strategic Capital Management LLC and...
The DOL’s Retirement Security Rule: A Flawed Approach to Protecting Savers
July 23, 2024
As co-chair of ADISA's Legislative & Regulatory Committee, I have closely followed the Department of Labor's efforts to finalize its...
Bluespring Acquires $500 Million Indiana-Based Shelton Financial Group
July 23, 2024
Bluespring Wealth Partners announced the acquisition of wealth management business Shelton Financial Group, and the completed transition of the company’s...
Comrit Launches Another Tender Offer for Shares of CIM Real Estate Finance Trust
July 23, 2024
Comrit Investments 1 LP, a Tel Aviv-based investment fund, has made a filing with the U.S. Securities and Exchange Commission...
SEC Charges Sales Agents in $112 Million Royal Bengal Ponzi Scheme
July 23, 2024
The U.S. Securities and Exchange Commission charged Broward County, Fla., residents Ricardi Celicourt and Brisly Guillaume with violations of the...
Capital Square Fully Subscribes Build-for-Rent DST Offering in Knoxville
July 22, 2024
Capital Square, a sponsor of tax-advantaged real estate investments and an active developer and manager of housing communities, announced that...
iCapital Announces Partnership With Arax Investment Partners RIA
July 22, 2024
iCapital, a global fintech platform driving access to alternative investments for the wealth management industry, announced a strategic relationship with...
Hines Global Income Trust’s NAV Remains Unchanged for Fourth Straight Month
July 22, 2024
Hines Global Income Trust Inc., a publicly registered non-traded real estate investment trust sponsored by Hines, has declared a net...
