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Dakota Wealth Management Reaches $1 Billion AUM with Latest Acquisition

Dakota Wealth Management, an independent investment management firm managing $1 billion in client assets, has agreed to acquire Springside Partners, a female-led wealth management...

Rockefeller Foundation Launches Opportunity Zone Building Initiative

The Rockefeller Foundation, a private philanthropy foundation established by the Rockefeller family, has launched an initiative to help U.S. cities attract responsible private investment...

Catalyst Launches First Real Estate Opportunity Zone Fund

Catalyst, a private equity firm, has launched its first real estate opportunity zone fund and plans to raise $150 million to invest in small...

Alpha Opportunity Zone Fund Buys Student Housing Property in Lafayette, Louisiana

Alpha Opportunity Zone Fund I, an opportunity zone fund sponsored by Pittsburgh-based Alpha Capital Partners, has purchased University Place, a 342-bed student housing community...

MacKenzie Launches KBS Strategic Opportunity REIT Tender Offer Following SRP Oversubscription

MacKenzie Capital Management has launched an unsolicited tender offer for up to 120,000 shares of KBS Strategic Opportunity REIT, a publicly registered non-traded real...

Rockspring Capital Hires Vice President of Duties Sales

Rockspring Capital, a privately-owned real estate investment firm and Reg D fund sponsor, has hired Michael Johnston to serve as vice president of duties...

Black Creek Expands New Jersey Footprint

Black Creek Group, a Denver-based real estate investment manager and sponsor of non-traded direct investment offerings, has expanded its New Jersey footprint with the...

Comrit Launches Tender Offer for 1.6 Million Shares of AR Global’s...

Comrit Investments 1 LP, a Tel Aviv-based investment fund, has launched an unsolicited tender offer to purchase up to 1.6 million shares of New...

FINRA Suspends Former High-Profile LPL Broker for Borrowing Money from Client

The Financial Industry Regulatory Authority has suspended and fined James Bashaw, a former LPL Financial broker, for borrowing approximately $200,000 from an LPL customer...

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...