Blackstone Sales in Private Wealth Channel Increases 30% Year-Over-Year
July 24, 2025
For the second quarter of 2025, private equity giant The Blackstone Group (NYSE:BX) reported that sales in the wealth channel...
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
Apollo Debt Solutions BDC Reports 9.74% Annualized Distribution Rate
July 24, 2025
Apollo Debt Solutions BDC – a non-traded perpetual-life business development company sponsored by affiliates of Apollo Global Management – reported...
Goldman Sachs Announces BDC Merger, Names New Leadership
July 24, 2025
Goldman Sachs announced a definitive merger agreement to consolidate two of its credit-focused business development companies, or BDCs. Under the...
LPL Financial Adds $400M-Asset Wyoming Team to Linsco Channel
July 24, 2025
Financial advisers Jared Black and Richard Brokaw have joined LPL Financial’s employee adviser channel, Linsco by LPL Financial, to launch...
SEC Charges Former CaaStle CEO in $250 Million Financial Fraud
July 24, 2025
The U.S. Securities and Exchange Commission has charged Christine Hunsicker, the co-founder, chief executive officer, and chair of technology company...
Led by BDCs, Annual Alts Equity Raise Up 50% Through June 2025
July 23, 2025
Alternative Investment fundraising totaled approximately $86.4 billion through June 2025, a year-over-year increase of more than 50% compared with the...
Another JLL Exchange Three-Asset Offering Achieves Full Capital Raise
July 23, 2025
JLL Income Property Trust, an institutionally managed, daily net asset value real estate investment trust with approximately $6.5 billion in portfolio equity...
ExchangeRight Fully Subscribes 16-Property $65.3 Million DST Offering
July 23, 2025
ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trusts, announced the full subscription of ExchangeRight Net-Leased...
Osaic Takes Majority Interest in $700M Succession Planning-Focused Firm
July 23, 2025
Osaic Inc., a wealth management firm and independent broker-dealer, has acquired a majority interest in Innovative Wealth Team, a Nashville,...
ERP Fully Subscribes Second Industrial DST Offering Focused on Permian Basin
July 23, 2025
ERP Industrials, a real estate investment firm focused on net-lease industrial facilities serving the Permian Basin energy industry, has announced...
Bonaventure Expands Capital Markets Team With Trio of Hires
July 22, 2025
Bonaventure, a vertically integrated multifamily real estate investment firm with $2.6 billion in assets under management, announced several new additions...
Ares Management to Debut Sports and Media Fund for Retail Investors
July 22, 2025
Global alternative investment manager Ares Management Corp. (NYSE:ARES) is launching a new media and entertainment fund targeting retail investors. The company...
House Passes Accredited Investor Bill to Create Qualifying FINRA Exam
July 22, 2025
The U.S. House of Representatives recently passed the Equal Opportunity for All Investors Act (H.R. 3339), a bipartisan bill that...
Kestra’s Bluespring Acquires $364M Halcyon Wealth Advisors
July 22, 2025
Bluespring Wealth Partners – a subsidiary of Kestra Holdings and an acquirer of both independent registered investment advisers and hybrid...
FS Investments Announces Rebrand to ‘Future Standard’ and Greater Focus on Private Markets
July 21, 2025
FS Investments – an $86 billion global alternative asset manager and platform for private equity, credit, and real estate investments...
Peachtree Group Launches $250M Special Situations Fund Focused on Hotel Assets
July 21, 2025
Peachtree Group, a commercial real estate investment firm with a multibillion-dollar portfolio of equity and debt investments, announced the launch...
Treasury’s FinCEN Postpones Investment Adviser AML Rule Rollout
July 21, 2025
In order to “ensure efficient regulation that appropriately balances costs and benefits,” the U.S. Department of the Treasury’s Financial Crimes...
StratCap Adds Natalie Stephens as Regional VP, Overseeing West Coast
July 21, 2025
StratCap Securities LLC, a broker-dealer and wholesale distributor of alternative investments, announced that it has expanded its sales team with...
Adviser Team With Nearly $500M Joins Ameriprise Financial From UBS
July 21, 2025
Financial advisers Chuck Heare, Ross Heare, CFP, Tommy Goth and Jennifer Goth-Castillo, recently joined the independent channel of Ameriprise Financial Inc. (NYSE:AMP) from UBS Financial Services Inc....
Walton Global Launches $250M Private Credit Offering Targeting 9% to 11.5% Return
July 17, 2025
Walton Global – a real estate and land asset management company, and sponsor of private placement investments – has launched Builder...
