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 16-A, L.P. | 1670346 | 09/29/2016 | D/A | $160,000,000 | $26,200,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Pacific Oak Opportunity Zone Fund I, LLC | 1782022 | 01/30/2020 | D/A | $250,000,000 | $26,179,705 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Hickory DST | 1892162 | 12/21/2021 | D/A | $29,374,069 | $25,830,675 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Pacific Oak-Related Meridian DST | 1761851 | 12/13/2019 | D/A | $28,282,233 | $25,514,682 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Buffalo DST | 1922296 | 06/06/2022 | D/A | $54,531,314 | $25,505,796 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Park 205 Multifamily DST | 1871459 | 11/10/2021 | D/A | $25,397,248 | $25,397,248 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Self-Storage Portfolio VI, DST | 1765796 | 08/14/2019 | D/A | $26,663,786 | $25,163,786 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Mewbourne Energy Partners 19-A, L.P. | 1770985 | 07/17/2019 | D/A | $120,000,000 | $25,140,000 |