Potomac Analytics' Logo

Broker-Dealers on SEC Form D for ARETE WEALTH MANAGEMENT, LLC

Form Ds provide information on individual, unregistered securities offerings.

Search by Recipient Name or Primary Issuer:

Filter by:

Sort by:

Displaying 11-20 out of 126 results
Recipient CRD Primary Issuer CIK Filing Date Form Type Total Offering Amount Total Amount Sold
ARETE WEALTH MANAGEMENT, LLC44856NREA Southeast Portfolio Three, DST176280603/13/2019D/A$72,403,877$23,855,520
ARETE WEALTH MANAGEMENT, LLC44856Self-Storage Portfolio VI, DST176579607/24/2019D/A$26,663,786$23,773,095
ARETE WEALTH MANAGEMENT, LLC44856Self-Storage Portfolio VI, DST176579607/12/2019D/A$26,663,786$23,393,095
ARETE WEALTH MANAGEMENT, LLC44856Empire Village at Olive Marketplace, LLC176551702/09/2021D/A$25,000,000$23,375,799
ARETE WEALTH MANAGEMENT, LLC44856Empire Village at Carver Mountain, LLC186773306/14/2023D/A$30,000,000$23,313,856
ARETE WEALTH MANAGEMENT, LLC44856Empire Village at Carver Mountain, LLC186773306/14/2022D/A$30,000,000$23,263,856
ARETE WEALTH MANAGEMENT, LLC44856Self-Storage Portfolio VI, DST176579606/07/2019D/A$26,663,786$22,943,095
ARETE WEALTH MANAGEMENT, LLC44856National Net Lease Portfolio VI DST161575201/09/2015D/A$22,895,715$22,895,715
ARETE WEALTH MANAGEMENT, LLC44856Winston-Salem Office DST154360005/25/2012D/A$24,494,554$22,891,476
ARETE WEALTH MANAGEMENT, LLC44856Red Oak Income Opportunity Fund, LLC181841708/10/2021D/A$150,000,000$22,863,000

126 Results

Display: