$12 Billion AmeriFlex Hybrid RIA Joins Cambridge From Osaic
June 28, 2025
The AmeriFlex Group, an adviser-owned hybrid registered investment adviser and broker-dealer, announced a partnership with Cambridge, a move that brings...
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
Ex-Rubicon President Sentenced to Eight Years for $23M Fraud Scheme
June 28, 2025
Scott Mason, the former president of Philadelphia-area registered investment adviser Rubicon Wealth Management, was sentenced to more than eight years in...
SEC Charges Ex-Hilltop and Merrill Lynch Rep With Defrauding Customers
June 28, 2025
The U.S. Securities and Exchange Commission filed settled charges against Rajesh Markan, formerly a registered representative and investment adviser representative...
Kennedy Lewis Capital Company Lowers Minimum Initial Investment for Class I Shares
June 28, 2025
Kennedy Lewis Capital Company, a non-traded business development company providing senior secured lending solutions, lowered the minimum initial investment for...
Cottonwood Communities, RealSource Properties Enter Into Merger Agreement
June 26, 2025
Cottonwood Communities Inc., a multifamily sector-focused $2.3 billion real estate investment trust, and RealSource Properties Inc., a private owner of...
Forum Real Estate Income Fund Approves Nuveen as Sub-Adviser
June 26, 2025
Forum Real Estate Income Fund, advised by Forum Capital Advisors, announced Nuveen as its new non-discretionary sub-adviser. Leadership said the...
Lighthouse Life Announces Acquisition of ClearLife Software, Consultancy
June 26, 2025
LHL Strategies Inc. – the parent company of Lighthouse Life Capital LLC, a vertically integrated provider of life policies and...
SEC Charges N.H. Resident With Multimillion Dollar Real Estate Investment Fraud
June 26, 2025
The U.S. Securities and Exchange Commission charged Manchester, N.H., resident Robynne Alexander with defrauding investors through real estate investment schemes...
Capital Square Housing Trust Fully Subscribes Preferred Stock Offering
June 26, 2025
Capital Square Housing Trust, a private real estate investment trust sponsored by Capital Square, announced that its offering of two...
House Passes Bill to Expand Accredited Investor Definition
June 25, 2025
The U.S. House of Representatives has voted for the Fair Investment Opportunities for Professional Experts Act (H.R. 3394), led by...
InCommercial Launches High Yield Income Fund Backed by Motor Fuel Assets
June 25, 2025
InCommercial Capital Corp. – a real estate investment firm specializing in net-leased, necessity-based assets – has launched InCommercial High Yield...
CAZ Strategic Opportunities Fund Surpasses $250M in AUM
June 25, 2025
CAZ Investments has announced that its Strategic Opportunities Fund has surpassed $250 million. Since its inception March 1, 2024, the fund has...
2025 Alts Investments Exceed $72 Billion Through May, Led by Non-Traded BDCs
June 24, 2025
Alternative Investment fundraising among semi-liquid and illiquid retail investment offerings totaled approximately $72.7 billion through May 2025, led by non-traded...
FINRA Board OKs Proposed Rule Change to Performance Projection-Related Communications
June 24, 2025
The Financial Industry Regulatory Authority’s board of governors has approved proposed changes to Rule 2210, aiming to better align the regulations...
Federal Judge Approves $91.3 Million in Settlements for GWG Bankruptcy
June 24, 2025
A federal judge has approved a total of $91.3 million in settlement funds from various executives and professional firms involved in...
NexPoint Launches $27.9M Offering in Utah, Its First Hospitality-Focused DST
June 24, 2025
Alternative investment firm NexPoint announced the launch of NexPoint Lodging I DST, an approximately $27.9 million Delaware statutory trust offering...
Commonwealth Adds $430M Independent Adviser Team, Formerly With Osaic
June 24, 2025
Wealth management firm Commonwealth Financial Network added Phoenix-based Patrick Funke & Associates to its network of independent advisers. Adviser Patrick Funke,...
Forum Investment Group Taps Multifamily Veteran as Head of Investments
June 23, 2025
Forum Investment Group has appointed Harry Alcock as managing partner, head of investments, a strategic leadership role responsible for shaping...
Four Springs TEN31 Xchange Fully Subscribes $175M Pair of Industrial, Healthcare DSTs
June 23, 2025
Four Springs TEN31 Xchange, i.e., FSXchange, a sponsor of Delaware statutory trusts focused on industrial and healthcare 1031 real estate...
Apollo Debt Solutions BDC Declares Additional Special Distributions
June 23, 2025
Apollo Debt Solutions BDC – a non-traded perpetual-life business development company sponsored by affiliates of Apollo Global Management – announced special...
