Diversify Adds $450M Ex-Ameriprise Firm, Crosses $10B in Total Assets
June 4, 2025
Diversify Advisor Network, a wealth management platform founded and led by advisers, announced that Inventa Wealth Advisors has joined its...
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
Forum Investment Group Hires Janus Henderson Investors Vet for New Role
June 4, 2025
Jason Brooks has joined Forum Investment Group as its head of debt, bringing more than 22 years of capital markets,...
Strategic Storage Trust VI Opens Self-Storage Facility in Greater Montréal
June 3, 2025
Strategic Storage Trust VI, Inc., a publicly registered non-traded real estate investment trust sponsored by an affiliate of SmartStop Self...
Crescent Private Credit Income Corp. Greatly Expands JPM Funding Facility
June 3, 2025
Crescent Private Credit Income Corp., a non-traded perpetual life business development company, has entered into a third amendment to its...
Trio of Ex-RBC Advisers Launch Arv Private Wealth With LPL Strategic Wealth
June 3, 2025
Financial advisers Christian Reuter, James “Scott” Robinson, and Michael Capeder have launched independent practice Arv Private Wealth through through affiliation...
Employee-Owned Coldstream Acquires $2B Oregon-based Cable Hill Partners
June 3, 2025
Coldstream Wealth Management, an employee-owned registered investment adviser, announced it has combined with Cable Hill Partners LLC, a Portland, Ore.-based investment advisory...
Hartman Removed From Silver Star Board, as Shareholder Vote Delayed to July 7
June 3, 2025
In the latest development in the ongoing feud between Silver Star Properties REIT, a publicly registered non-traded real estate investment...
Supreme Court Declines to Hear Alpine’s Challenge to FINRA’s Authority
June 2, 2025
The U.S. Supreme Court rejected a challenge from broker-dealer Alpine Securities, which argued that the enforcement powers granted to the...
Madison Capital Markets Launches Madison Convenience Fund I, LLC
June 2, 2025
Madison Capital Markets, an affiliate of Madison Capital Group, has launched Madison Convenience Fund I, LLC, a private real estate...
Partners Group Taps Former iCapital Strategist to Lead Private Wealth Strategy
June 2, 2025
Partners Group, a global private markets industry firm founded in the mid-’90s, has appointed Anastasia Amoroso as managing director and chief investment...
FS Specialty Lending Fund Highlights Q1 2025 Performance
June 2, 2025
As FS Specialty Lending Fund – a non-traded business development company sponsored by FS Investments and formerly known as FS...
President and COO to Retire From Cohen & Steers Income Opportunities REIT
June 2, 2025
Cohen & Steers Income Opportunities REIT Inc., a perpetual-life, non-listed real estate investment trust sponsored by investment management firm Cohen...
BlackRock Monticello Debt REIT Secures Equity, Financing Investments
May 30, 2025
BlackRock Monticello Debt Real Estate Investment Trust, or BlackRock Monticello Debt REIT – a private placement real estate investment trust...
Blue Owl BDCs Declare Special Distributions, Provide Debt Investment Updates
May 30, 2025
Both non-listed business development companies sponsored by Blue Owl Capital Inc. – Blue Owl Credit Income Corp. and Blue Owl...
Linsco by LPL Financial Adds Another SoCal Adviser, Formerly With Merrill
May 30, 2025
To better serve her clients with cutting-edge technology and expanded offerings, Mai Park, CPWA, has announced her move to Linsco...
Sterling Real Estate Trust Appoints New CFO and Treasurer, Pays 89th Consecutive Dividend
May 30, 2025
Sterling Real Estate Trust – doing business as Sterling Multifamily Trust, a North Dakota-based, multifamily real estate investment trust –...
Former Merrill Lynch Rep Suspended for Failing to Disclose Felony Charges
May 30, 2025
The Financial Industry Regulatory Authority announced that it has suspended former Merrill Lynch representative Jason D. Rodriguez for three months...
Hines Global Income Trust Adds to Industrial Assets Via $309M in East Coast Acquisitions
May 29, 2025
Hines Global Income Trust, or HGIT – a publicly registered non-traded real estate investment trust sponsored by Hines – has...
Cerulli: Affluent Investors Favor Fee-Based Planning but Some Still OK With Commission Models
May 29, 2025
Affluent investors said that fee-based planning is their most preferred form of compensating their adviser, according to the latest Cerulli...
Cove Capital Fully Subscribes $18.68M Multifamily DST Offering
May 29, 2025
Delaware statutory trust company Cove Capital Investments LLC has fully subscribed its San Antonio Multifamily 74 DST offering, a Regulation...
