Carson Group Adds $534M in AUM With Midwest, Southwest Expansions
April 8, 2026
Carson Group has added approximately $534 million in assets under management through two moves – the return of a veteran...
Mari Nicholson
Mari Nicholson is the managing editor of AltsWire. She reports on alternative investments for retail investors that are distributed via broker-dealers and registered investment advisers, as well as topics that affect these investors, financial advisers, and sponsors. Alternative investment funds covered by AltsWire include real estate investment trusts, business development companies, interval funds, closed-end funds, Delaware statutory trusts, utilized for tax-advantaged 1031 exchanges, qualified opportunity zone funds, as well as other unlisted publicly registered offerings and private placement investments.
Articles
SEC Filed 22% Fewer Enforcement Actions in 2025, Cites Shift Away From ‘Regulation by Enforcement’
April 7, 2026
The U.S. Securities and Exchange Commission reported a 22% decline in enforcement actions for fiscal year 2025 as Chairman Paul...
Bonaventure Executes Custom UPREIT Strategy at Attain Downtown East
April 7, 2026
Bonaventure has completed an UPREIT transaction that transfers ownership of Attain Downtown East, a 121-unit multifamily property in Norfolk, Va.,...
FINRA Orders Ameriprise to Pay $1.4M Over Variable Annuity Supervisory Failures
April 7, 2026
The Financial Industry Regulatory Authority has ordered Ameriprise Financial Services LLC to pay more than $1.4 million related to supervisory...
Prudential Adds Pair of Advisers With Combined $300M in Client Assets
April 7, 2026
Prudential Advisors, the retail wealth management arm of Prudential Financial Inc. (NYSE: PRU), has recruited veteran financial advisers, Keith Loegering...
Texas Securities Commissioner Fines Landolt Securities Over GWG L Bond Sales
April 7, 2026
Texas Deputy Securities Commissioner Cristi R. Ochoa has issued a disciplinary order against Landolt Securities Inc., reprimanding the firm and...
DST Fundraising Reaches $2.44 Billion in Q1 2026, Up 34% Year Over Year
April 6, 2026
Delaware statutory trust equity fundraising totaled approximately $2.44 billion in the first quarter of 2026, a 34% year-over-year increase from...
AR Global’s National Healthcare Properties Files S-11 for Nasdaq Listing
April 6, 2026
National Healthcare Properties Inc., the AR Global-sponsored non-traded real estate investment trust focused on outpatient medical facilities and senior housing,...
Goldman Sachs Private Credit Corp. to Fulfill 100% of Q1 Repurchase Requests
April 6, 2026
In a period of significant liquidity testing for the non-traded business development company sector, Goldman Sachs Private Credit Corp., or...
FINRA Orders Cambridge to Pay $280K Over Seven-Year Supervisory Lapse
April 6, 2026
The Financial Industry Regulatory Authority censured and fined Cambridge Investment Research $150,000 and ordered it to pay nearly $130,000 in...
Fidelity Private Credit Company to Merge Into Affiliated BDC
April 3, 2026
Fidelity Private Credit Company LLC, a non-traded business development company managed by Fidelity Investments entities, has entered into a definitive...
SmartStop’s Strategic Storage Trust VI Posts 8.8% Revenue Gain in 2025 With Canadian Expansion
April 3, 2026
Strategic Storage Trust VI Inc., a publicly registered non-traded real estate investment trust sponsored by an affiliate of SmartStop Self...
SEC Charges N.Y. RIA and Principals in $138M Investment Fraud
April 3, 2026
The U.S. Securities and Exchange Commission has filed fraud charges against registered investment adviser A.G. Morgan Financial Advisors LLC and...
Madison Names Josh Hamby Executive Managing Director for Southeast, Mid-Atlantic Retail Push
April 3, 2026
Madison Commercial, the retail development arm of Madison Capital Group, has named Joshua Hamby as executive managing director, tapping him...
Fortress Credit Realty Income Trust Adds Class F-I, Class F-S Share Series
April 3, 2026
Fortress Credit Realty Income Trust has established two new share classes — Class F-I and Class F-S — featuring a...
Northwestern Mutual Private Client Group Socium Advisors Acquires $1.6B Amplify Wealth Partners
April 3, 2026
Socium Advisors, a Northwestern Mutual private client group, has merged with Amplify Wealth Partners, a Milwaukee, Wis.-based private client group...
Blue Owl Caps Withdrawals as Private Credit Exodus Intensifies
April 2, 2026
Blue Owl Capital Inc., once a high-flying “poster child” for the private-credit boom, is facing an unprecedented wave of withdrawal...
NAV BDCs Deliver Record $7.4B in Q1 Liquidity as Redemption Requests Hit $13.9B
April 2, 2026
Net asset value business development company sponsors have delivered more than $7.4 billion in liquidity to investors in the first...
Cantor Fitzgerald Income Trust Launches 9.5% Preferred Stock Offering on NYSE
April 2, 2026
Cantor Fitzgerald Income Trust Inc., a publicly registered non-traded real estate investment trust formerly known as Rodin Global Property, has...
Inland Investments Completes $71.7M DST Equity Raise for Jersey City Multifamily Property
April 2, 2026
Inland Private Capital Corporation has fully subscribed Inland Jersey City Multifamily DST, a Delaware statutory trust with an approximately $71.7...
