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 | NexPoint Storage I DST | 1861610 | 08/10/2021 | D/A | $85,892,414 | $81,885,767 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Storage III DST | 1907472 | 03/22/2022 | D/A | $95,155,013 | $81,825,176 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Infinity Premier Fund (QP) Cayman, L.P. | 1569534 | 10/14/2022 | D/A | Indefinite | $81,709,709 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Mill Green Opportunity Fund VII, LLC | 1863556 | 03/09/2022 | D/A | $79,997,748 | $79,997,748 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Storage I DST | 1861610 | 07/27/2021 | D/A | $85,892,414 | $79,496,153 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | HUIZENGA MANAGERS FUND LTD | 1355027 | 01/09/2015 | D/A | Indefinite | $79,397,891 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | EJF Income Fund, LP | 1465637 | 03/17/2016 | D/A | Indefinite | $79,165,104 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Waveland Resource Partners IV, LP | 1667521 | 04/06/2018 | D/A | $78,750,000 | $78,750,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Altegris Global Macro Fund, L.P. | 1463266 | 10/15/2010 | D/A | Indefinite | $77,361,731 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | HUIZENGA MANAGERS FUND LTD | 1355027 | 01/14/2014 | D/A | Indefinite | $75,147,534 |