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 20-A, L.P. | 1806522 | 10/28/2020 | D/A | $60,000,000 | $27,950,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Pearland Multifamily DST | 1603436 | 11/06/2014 | D/A | $27,788,081 | $27,788,081 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Hickory DST | 1892162 | 01/04/2022 | D/A | $29,374,069 | $27,494,028 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Mewbourne Energy Partners 20-A, L.P. | 1806522 | 10/27/2020 | D/A | $60,000,000 | $26,910,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Florida Multifamily Portfolio DST | 1741029 | 08/07/2018 | D/A | $36,472,643 | $26,848,336 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | ARC Property Trust, Inc. | 1480970 | 10/04/2016 | D/A | $30,000,000 | $26,700,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | ARCTRUST, Inc. | 1480970 | 10/05/2016 | D/A | $30,000,000 | $26,700,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | ARCTRUST, Inc. | 1480970 | 10/05/2016 | D/A | $40,000,000 | $26,700,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Self-Storage Portfolio VI, DST | 1765796 | 08/23/2019 | D/A | $26,663,786 | $26,663,786 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | APX Drilling Partners 2014-B, LP | 1618803 | 04/06/2015 | D/A | $80,000,000 | $26,637,350 |