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Monthly Archives: April 2019

Bridge Investment Group Hires Managing Director for Capital Markets Group

Bridge Investment Group LLC, a privately-held real estate investment management firm, has appointed Peter LaMassa as managing director in the capital markets group. In his...

TP Flexible Income Fund Declared Effective Following Triton Pacific and Pathway Merger

TP Flexible Income Fund Inc, a new non-traded traded business development company created by the recent merger between Pathway Capital Opportunity Fund and Triton...

Steadfast Apartment REIT Increases NAV Per Share

The board of Steadfast Apartment REIT Inc., a publicly registered non-traded real estate investment trust, has approved a $15.84 estimated net asset value per...

Phoenix American Hospitality Names VP of Acquisitions and Asset Management

Phoenix American Hospitality, a Dallas-based opportunistic hotel fund manager, has hired Jan Kuehnemann as vice president of acquisitions and asset management. In his new...

Hilltop Adds Five Financial Advisors Managing $382 Million

Hilltop Securities Inc. and Hilltop Securities Independent Network Inc (HTIN) have added five new financial advisors managing approximately $382 million in client assets to...

SEC Charges Brokerage Assistant with Stealing Funds from Elderly Clients

The Securities and Exchange Commission has charged Kimberly Sredich, a former sales assistant at Worklife Wealth Management Inc., with misappropriating approximately $340,000 from the...

MacKenzie Expands Sales Team

MacKenzie Capital Management has hired Peter Roman to serve as vice president of capital markets to oversee the sales and marketing of the company’s...

Securities America Advisors Can Now Use Instagram for Social Media Marketing

Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has provided its affiliated advisors with a compliant process to...

Core Pacific Advisors Buys $47 Million Multifamily Property for DST Offering

CORE Pacific Advisors LLC, an investment advisory firm and sponsor of non-traded alternative investment offerings, has purchased Barrington Place at Somerset Apartments, a 376-unit...

Medley and FrontFour Reach Settlement Terms on Proposed Merger, Postpone Shareholder Vote

Medley Capital Corporation (NYSE: MCC), a publicly traded business development company, and one of its significant investors, FrontFour Capital Group LLC, have agreed to...