BlackRock-Backed HPS BDC Names Eric Smith as Chief Compliance Officer
October 9, 2025
HPS Corporate Lending Fund, a perpetual-life, non-traded business development company sponsored by BlackRock-owned HPS, announced a change in leadership –...
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
Inland, Scion Announce Strategic Student Housing Partnership
October 8, 2025
Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments, and The Scion Group, an owner/operator of off-campus...
Osaic Adds $453M Oregon Team From Ameriprise as Florida Group Joins Ameriprise From Wells Fargo
October 8, 2025
It’s already been a busy month for Ameriprise Financial (NYSE:AMP) as one $453 million Oregon advisory team departs for Osaic,...
KBS REIT III Uses $100M Kansas Property Sale to Pay Down Debt, Bolster Liquidity
October 8, 2025
KBS Real Estate Investment Trust III, Inc., or KBS REIT III – a publicly registered non-traded real estate investment trust...
TSCG, Forum Partners Complete Early Exit From Tennessee Preferred Equity Investment
October 8, 2025
TSCG Credit Opportunities I, LLC, a private credit fund co-managed and co-sponsored by Forum Partners and its portfolio company TSCG, has...
Sentinel Advisory Group Adds Industry Vet as Chief Investment Officer
October 8, 2025
Sentinel Advisory Group, a wealth management firm based in Middleton, Wis., has named Mike Harmelink as its chief investment officer. Harmelink...
SEC’s Atkins Signals Roundtable on Alts in 401(k)s, Citing Access and Guardrails
October 7, 2025
Speaking at the Managed Funds Association’s Policy Outlook 2025 conference in New York, U.S. Securities and Exchange Commission Chair Paul...
Cetera Adds Ex-Commonwealth Team With More Than $1.1B in AUA
October 7, 2025
Cetera added King Financial Network – led by its founder and industry veteran financial adviser Jim King Jr. and partners...
ExchangeRight Fully Subscribes Net-Leased All-Cash 14 DST
October 7, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trust offerings, has fully subscribed its Net-Leased All-Cash...
World Investment Advisors Taps Industry Veteran as New President
October 7, 2025
World Investment Advisors, a registered investment adviser and division of World Insurance Associates LLC, announced the appointment of Edward Walters...
Moody National REIT II Shareholders Approve Liquidation and Dissolution Plan
October 5, 2025
At its annual meeting, shareholders of Moody National REIT II Inc., a publicly registered non-traded real estate investment trust focused...
Cox Capital Launches $91.4 Million Mini-Tender Offers for Two Non-Traded BDCs
October 5, 2025
Cox Capital Partners and its purchaser group announced the commencement of mini-tender offers to purchase outstanding shares of two non-traded...
Rithm Capital Registers New Perpetual-Life Residential REIT With SEC
October 5, 2025
Rithm Perpetual Life Residential Trust has filed an initial registration statement with the U.S. Securities and Exchange Commission for a...
DataDasher and Bento Engine Partner to Enhance Adviser Productivity and Client Engagement
October 5, 2025
DataDasher AI, a San Francisco-based fintech firm, announced a strategic partnership with Bento Engine, another fintech known for combining timing insights...
CAZ Investments Expands Sales Team with Executive Director and SVP Promotions
October 5, 2025
CAZ Investments, an asset management firm with more than $9 billion in assets under management, recently announced 16 firmwide promotions,...
CIM Group Consolidates $1.3B in Solar Assets Into New Investment Vehicle
October 2, 2025
CIM Group – a commercial real estate firm that sponsors non-traded direct investment programs – has consolidated approximately $1.3 billion in...
Perigon Acquires N.J.-Based Firms With $1.3 Billion in Client Assets
October 2, 2025
Perigon Wealth Management LLC, an investment advisory firm with approximately $9.3 billion in client assets, announced it has acquired Gitterman...
New Cerulli Study Finds Strong Demand for Portfolio Customization and Tax Planning
October 2, 2025
According to new research from Cerulli Associates, an international research and consulting firm, produced in partnership with Parametric, part of...
FINRA Fines Velocity Clearing $1 Million for Lapses in Manipulative-Trading Surveillance
October 2, 2025
The Financial Industry Regulatory Authority announced that it has censured and fined Velocity Clearing, a New Jersey-based brokerage, $1,000,000 for...
Future Standard to Acquire Digital Infrastructure Platform
October 1, 2025
Future Standard, an $86 billion global alternative asset manager, has entered into an agreement to acquire the digital infrastructure platform...
