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 | CAIS OZMF LLC | 1607350 | 10/24/2016 | D/A | Indefinite | $42,445,912 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Buffalo DST | 1922296 | 08/02/2022 | D/A | $54,531,314 | $42,129,143 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | CAIS DES Composite Fund LLC | 1566447 | 10/24/2017 | D/A | Indefinite | $41,900,000 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Self-Storage Portfolio VII DST | 1776277 | 11/12/2019 | D/A | $66,230,446 | $41,854,517 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Self-Storage Portfolio VII DST | 1776277 | 07/08/2020 | D/A | $66,230,446 | $41,854,517 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Texas Multifamily Portfolio DST | 1791984 | 04/09/2020 | D/A | $60,961,892 | $41,527,048 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | ARC Property Trust, Inc. | 1480970 | 12/10/2015 | D/A | $50,000,000 | $41,083,012 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Self-Storage Portfolio I DST | 1673678 | 09/08/2016 | D/A | $49,364,432 | $41,080,976 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Lakewood Ranch SFR II DST | 1946340 | 02/15/2023 | D/A | $62,589,462 | $41,043,424 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Texas Multifamily Portfolio DST | 1791984 | 03/24/2020 | D/A | $60,961,892 | $40,512,081 |