Savant Wealth Management Adds $542M Firm, Expanding New York Footprint
September 1, 2026
Savant Wealth Management has added Socha Financial Group, a Corning, N.Y., registered investment adviser with approximately $542 million in assets...
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
Invesco’s INCREF Declares Special Distribution, Lifts August Payout 12.5%
August 31, 2026
Invesco Commercial Real Estate Finance Trust Inc. declared a special distribution of $0.02 per share for August, adding a one-time...
Redemptions Push OCREDIT Leverage to 0.98x While NAV Holds at $25.97
August 31, 2026
T. Rowe Price OHA Select Private Credit Fund's leverage climbed to nearly a full turn of debt-to-equity in July, the...
Montego Minerals Fully Subscribes $25.7M Canyon State Minerals Offering
August 31, 2026
Montego Minerals has fully subscribed its 32nd portfolio offering, a $25.7 million raise called Canyon State Minerals LLC, the company...
CION Ares Diversified Credit Fund Boosts Credit Facility 50% to $450 Million
August 31, 2026
CION Ares Diversified Credit Fund, a $4.7 billion interval fund, increased a revolving credit facility by 50%, to $450 million,...
Calif.-Based OSJ Joins Cetera, Brings $2.1B and 40 Advisers From LPL
August 31, 2026
Cetera has added Sierra Ridge Advisor Group, a California-based investment practice overseeing approximately $2.1 billion in assets under administration as...
Creditors’ Committee Demands Bank, Tax Records From Inspired Healthcare’s Former CEO
August 28, 2026
The Official Committee of Unsecured Creditors in the Inspired Healthcare Capital bankruptcy has served Luke Lee, the company's former chief...
Steele Creek Capital Sells Off 75.8% of Its Portfolio, Moves Toward Full Liquidation
August 28, 2026
Steele Creek Capital Corporation has sold off 75.8% of its investment portfolio and will use the proceeds to retire its...
Cove Capital Launches $7.07M DST on Petco-Anchored Shreveport Center
August 28, 2026
Cove Capital Investments has acquired a 29,000-square-foot retail property in Shreveport, La., anchored by Petco and Boot Barn, and launched...
FINRA Suspends Spartan Capital Broker Over Reg BI Violation
August 28, 2026
FINRA suspended Gary Talbot, a registered representative with Spartan Capital Securities, LLC, for four months after finding he recommended a...
NexPoint Launches $49 Million Marina DST, Its Second This Year
August 27, 2026
NexPoint has launched NexPoint Marina II DST, a $48.97 million Delaware statutory trust offering backed by two marina properties on...
Madison Hires Two Executive Managing Directors to Lead Push Into Western, Southeastern Markets
August 27, 2026
Madison Communities has hired Gil Gonzalez and Andrew Butcher as executive managing directors to lead its expansion into the western...
Blue Owl’s OCIC Opens New 5% Tender, Tightens Credit Facility Risk Limits
August 27, 2026
Blue Owl Credit Income Corp. opened a tender offer Aug. 26 to repurchase up to 101,609,217 shares – 5% of...
SEC Charges 38 Entities With Faking Adviser Status in Form ADV Filings
August 27, 2026
The U.S. Securities and Exchange Commission charged 38 entities with making material misrepresentations in Forms ADV filed with the SEC...
Fidelity Nontraded BDC Returns 3.78% YTD as Outperformance Margin Narrows
August 27, 2026
Fidelity Private Credit Fund posted a 3.78% year-to-date total net return for its Class I common shares through July, outperforming...
Origin Interval Fund Closes $50M Bridge Loan for Austin-Area Multifamily Project
August 27, 2026
Origin Real Estate Credit Fund closed a $50 million bridge loan for Evergreen at Whisper Valley, a 348-unit multifamily development...
Griffin Capital Finishes Multifamily OZ Projects in Virginia, North Carolina
August 26, 2026
Griffin Capital Company said it has completed construction on two multifamily communities within Griffin Capital Qualified Opportunity Zone Fund III:...
FINRA Asks SEC to Ease Monthly Reconciliation Rule for Private Funds
August 26, 2026
The Financial Industry Regulatory Authority filed a proposed rule change with the U.S. Securities and Exchange Commission on Aug. 25...
Medalist Diversified Launches $6.66M All-Cash DST With Caliber Collision Property
August 26, 2026
Medalist Diversified (Nasdaq: MDRR) said it launched its second Delaware statutory trust offering, MDI Overland Park Net Lease DST, backed...
Great Lakes Fund Solutions Names Merriah Harkins Head of Business Development
August 26, 2026
Great Lakes Fund Solutions has named Merriah Harkins head of business development. She will lead the firm's business development strategy...
