Form Ds provide information on individual, unregistered securities offerings.
Search by Recipient Name or Primary Issuer:
| Recipient | CRD | Primary Issuer | CIK | Filing Date | Form Type | Total Offering Amount | Total Amount Sold |
|---|---|---|---|---|---|---|---|
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Mewbourne Energy Partners 21-A, L.P. | 1855068 | 09/02/2021 | D/A | $110,000,000 | $107,075,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | CAIS Third Point Partners LLC | 1523897 | 06/10/2019 | D/A | Indefinite | $106,915,141 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | HUIZENGA MANAGERS FUND LTD | 1355027 | 12/30/2021 | D/A | Indefinite | $106,636,269 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Mewbourne Energy Partners 22-A, L.P. | 1909791 | 06/28/2022 | D/A | $200,000,000 | $104,550,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | CAIS Third Point Partners LLC | 1523897 | 06/12/2018 | D/A | Indefinite | $104,215,141 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | EJF Income Fund, LP | 1465637 | 03/19/2019 | D/A | Indefinite | $102,212,362 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | EJF Income Fund, LP | 1465637 | 03/19/2020 | D/A | Indefinite | $102,212,362 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | iCapital Multi-Strategy Fund, Ltd. | 1600941 | 05/22/2023 | D/A | Indefinite | $101,859,749 |