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 | Go Store It Wilmington Storage DST | 1775979 | 11/22/2019 | D/A | $5,175,000 | $5,175,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Green Standard Resources, LLC | 1596975 | 01/30/2015 | D/A | $15,500,000 | $5,082,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Rockspring Capital Texas Real Estate BD/RIA Partners, L.P. | 1635708 | 08/11/2017 | D/A | $50,000,000 | $5,047,550 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Advantage Royalty Fund 1, LP | 1840722 | 03/07/2023 | D/A | $25,000,000 | $5,040,355 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Turner Managed Futures Fund LP | 1604670 | 05/28/2014 | D/A | Indefinite | $5,000,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Pacific Oak Opportunity Zone Fund I, LLC | 1782022 | 07/11/2019 | D | $250,000,000 | $5,000,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | TPEG Partners Capital V QP LLC | 1912133 | 03/16/2022 | D | $30,000,000 | $5,000,000 |