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Sixteen Entities File Amici Briefs in Support of Lawsuit Against SEC’s Gag Rule

July 1, 2024

The New Civil Liberties Alliance, a nonprofit public interest law firm founded to combat what it views as unlawful uses...

Crescent BDC Declares Initial Shareholder Distributions, Reports 1.32% Increase on Total NAV

July 1, 2024

Crescent Private Credit Income Corp., a non-traded perpetual-life business development company, declared distributions for the first time last week. As...

Snowden Lane Partners Adds Morgan Stanley Veteran With $1 Billion in Client Assets

July 1, 2024

Independent wealth advisory Snowden Lane Partners announced that Jaime Sanchez Yarza, formerly with Morgan Stanley, has joined Snowden Lane as...

Perigon Wealth Management Acquires NY-Based Firm Formerly With Commonwealth

July 1, 2024

Perigon Wealth Management LLC, an independent wealth management firm and registered investment adviser with offices across the country and approximately...

Inland Takes Chicago Retail-Focused DST Full Cycle, Delivers 1.75x Equity Multiple to Investors

June 28, 2024

Real estate investment manager Inland Private Capital Corporation has sold a retail property currently leased to Best Buy and Golf Galaxy...

NewEdge Advisors Lures $580 Million Team Formerly With J.P. Morgan Securities

June 28, 2024

New Orleans-based registered investment adviser NewEdge Advisors LLC announced that Fortis Wealth Advisors, a Dallas-based team, has joined the firm...

Go Store It Self Storage Fund Opens New Facility in Miami

June 28, 2024

Go Store It Self Storage, an affiliate of Madison Capital Group Holdings, has opened its latest facility in Opa-locka, Fla.The...

Skyway Capital Markets Promotes Rob Woomer to CEO

June 27, 2024

Skyway Capital Markets LLC, a managing broker-dealer and wholesale securities distribution firm, announced that Rob Woomer has been promoted to...

Bluerock High Income Institutional Credit Fund Announces 14.4% Distribution Rate for Q3 2024

June 27, 2024

Bluerock High Income Institutional Credit Fund, an income-focused interval fund with a portfolio comprised of pools of diversified collateralized loan...

Five Questions for: Shopoff Realty Investments President Bill Shopoff

June 27, 2024

In AltsWire’s latest installment of “Five Questions for…” the editorial team interviewed Bill Shopoff – founder, president, and chief executive...

Apollo Debt Solutions BDC Reports 6.78% Increase to Monthly Total NAV

June 27, 2024

Apollo Debt Solutions BDC, a non-traded perpetual-life business development company sponsored by affiliates of Apollo Global Management, has announced its...

Madison Commercial Promotes Retail/Construction Pro to Vice President of Development

June 27, 2024

Madison Commercial, a division of Madison Capital Group launched in May 2024, recently named Ted Haley to vice president of...

UDF IV Shareholder Letter Pushes Back on NexPoint’s Dissident Trustee Nominees

June 26, 2024

In an ongoing contentious dispute between the parties, United Development Funding IV, a non-traded real estate investment trust in which...

KBS Growth & Income REIT’s Houston Office Building Gets New Buyer

June 26, 2024

KBS Growth & Income REIT Inc. – a publicly registered non-traded real estate investment trust – announced entering into a...

RIA NewEdge Wealth Adds Experienced Managing Director to Lead Portfolio Strategy

June 26, 2024

NewEdge Wealth LLC, a registered investment adviser specializing in servicing the needs of ultra-high net worth families, family offices and...

Nuveen Global REIT Reports $2.09B Total NAV; Board OKs Repurchases in Excess of 2% Limit

June 26, 2024

Nuveen Global Cities REIT Inc. – a publicly registered non-traded real estate investment trust – declared a monthly net asset...

SEC Obtains Final Judgments Against RIA and Lead for Fraud, Inaccurate Reporting

June 26, 2024

The U.S. District Court for the Southern District of Florida entered final judgments against Lufkin Advisors LLC and its president,...

Carter Funds Completes Development of Georgia Multifamily Community

June 25, 2024

Real estate acquisition and investment management firm Carter Funds announced the completion of The Maxwell, a state-of-the-art, 200-unit multifamily residential...

Cetera Investment Services Names Former Northwestern Mutual Exec as Chief Compliance Officer

June 25, 2024

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, has named Gwen Weithaus chief compliance officer...