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 183 results
Recipient CRD Primary Issuer CIK Filing Date Form Type Total Offering Amount Total Amount Sold
ARETE WEALTH MANAGEMENT, LLC44856Mewbourne Energy Partners 23-A, L.P.196379506/14/2023D$180,000,000$24,800,000
ARETE WEALTH MANAGEMENT, LLC44856Foothills Mall Equities LLC170815306/29/2017D$18,440,548$15,940,548
ARETE WEALTH MANAGEMENT, LLC44856Plaza East Equities LLC175036908/17/2018D$19,035,000$12,578,500
ARETE WEALTH MANAGEMENT, LLC44856TPEG Partners Capital IV LLC178368404/27/2022D$18,000,000$10,569,000
ARETE WEALTH MANAGEMENT, LLC44856BIC TEI Investors LLC174895908/06/2018D$9,440,000$9,440,000
ARETE WEALTH MANAGEMENT, LLC44856TPEG Partners Capital III, LLC172184203/08/2018D$8,825,000$8,825,000
ARETE WEALTH MANAGEMENT, LLC44856Campus Edge Equities LLC177633005/23/2019D$14,545,000$8,785,355
ARETE WEALTH MANAGEMENT, LLC44856SC MPK, LLC149696607/19/2010D$10,350,000$8,605,000
ARETE WEALTH MANAGEMENT, LLC44856KCM Tax-Advantaged Total Return Bond Fund, LP171426409/04/2019DIndefinite$7,500,000
ARETE WEALTH MANAGEMENT, LLC44856FCP VENTURE X LLC, SERIES I197010104/20/2023DIndefinite$7,200,000

183 Results

Display: