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 | Empire Village at Bronco Trail, LLC | 1912025 | 02/08/2023 | D/A | $40,000,000 | $36,257,025 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Florida Multifamily Portfolio DST | 1741029 | 10/04/2018 | D/A | $36,472,643 | $36,225,160 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Florida Multifamily Portfolio DST | 1741029 | 09/24/2018 | D/A | $36,472,643 | $36,125,160 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Self-Storage Portfolio VII DST | 1776277 | 09/06/2019 | D/A | $66,230,446 | $35,735,880 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Altegris Paulson Advantage Fund LP | 1472222 | 10/06/2011 | D/A | Indefinite | $34,974,426 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | NexPoint Buffalo DST | 1922296 | 07/06/2022 | D/A | $54,531,314 | $34,949,681 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Cunat Exchange V DST | 1919829 | 07/28/2022 | D/A | $34,687,496 | $34,687,496 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Empire Village at Hutto Station, LLC | 1932501 | 06/08/2023 | D/A | $40,000,000 | $34,651,112 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | Cunat Exchange IV DST | 1886890 | 12/15/2021 | D/A | $36,345,000 | $34,527,750 |
| ARETE WEALTH MANAGEMENT, LLC | 44856 | EJF Income Fund, LP | 1465637 | 03/15/2013 | D/A | Indefinite | $33,548,928 |