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Sanctuary Wealth Partner Firm Adds Fort Worth Partner, Boosting Client Assets to $2.3B Hybrid registered investment advi...
08/06/2025

Sanctuary Wealth Partner Firm Adds Fort Worth Partner, Boosting Client Assets to $2.3B

Hybrid registered investment adviser Sanctuary Wealth added Fossil Rock Private Wealth to its network through partner firm mFORCE Capital (mFORCE).

Fort Worth, Texas-based Fossil Rock has $400 million in total client assets and was founded by former Merrill Lynch wealth adviser Larry Milton, who was most recently affiliated with Truist Investment Services. mFORCE, currently overseeing $1.9 billion in total client assets, was established four years ago by chief executive officer Bradley Bruce, a former managing director at Merril Lynch.

Read the full story on AltsWire: https://altswire.com/sanctuary-wealth-partner-firm-adds-fort-worth-partner-boosting-client-assets-to-2-3b/

Inland Completes $128 Million Capital Raise for South Carolina Student Housing DSTReal estate investment manager Inland ...
08/06/2025

Inland Completes $128 Million Capital Raise for South Carolina Student Housing DST

Real estate investment manager Inland Real Estate Investment Corporation, or Inland Investments, has successfully closed its private investment offering, the Columbia SC Student Housing DST, having raised over $128 million. The Delaware statutory trust offering is now fully subscribed, adding an asset to the company’s growing student housing portfolio.

Read the full story on AltsWire: https://altswire.com/inland-completes-128-million-capital-raise-for-south-carolina-student-housing-dst/

Capital Square Acquires Texas Active Adult Community for $34M DST OfferingCapital Square, a sponsor of tax-advantaged re...
08/06/2025

Capital Square Acquires Texas Active Adult Community for $34M DST Offering

Capital Square, a sponsor of tax-advantaged real estate investments and a developer and manager of housing communities, has announced the acquisition of Woodland Cottages, a build-for-rent community in Fredericksburg, Texas. The 62-unit, active adult community was acquired on behalf of CS1031 Texas Active Adult Living I, DST, which seeks to raise $34 million from accredited investors

Read the full story on AltsWire: https://altswire.com/capital-square-acquires-texas-active-adult-community-for-34m-dst-offering/

AHR Stock Price Reaches $40 Per Share, a Milestone for Legacy InvestorsAmerican Healthcare REIT Inc. (NYSE:AHR) finished...
08/06/2025

AHR Stock Price Reaches $40 Per Share, a Milestone for Legacy Investors

American Healthcare REIT Inc. (NYSE:AHR) finished today's trading session with its stock price closing just over $40 per share, a significant benchmark for its original investors. The closing price marks a key milestone for those who initially bought shares at $10 each.

Read the full story on AltsWire: https://altswire.com/ahr-stock-price-reaches-40-per-share-a-milestone-for-legacy-investors/

King Street Capital Management Adds Managing Director to European TeamKing Street Capital Management, a global alternati...
08/05/2025

King Street Capital Management Adds Managing Director to European Team

King Street Capital Management, a global alternative investment firm, has brought Michael Fuller on staff as a managing director on its European real estate team. Based in London, Fuller will report to Paul Brennan, partner and co-head of real estate responsible for leading the European business.

Read the full story on AltsWire: https://altswire.com/king-street-capital-management-adds-managing-director-to-european-team/

LPL Financial Reports Strong Q2 With Net Income Up 12% Year-Over-YearLPL Financial Holdings Inc. (Nasdaq:LPLA) reported ...
08/05/2025

LPL Financial Reports Strong Q2 With Net Income Up 12% Year-Over-Year

LPL Financial Holdings Inc. (Nasdaq:LPLA) reported a strong second quarter of 2025, with net income rising to $273.2 million, or $3.40 per diluted share. This represented a 12% increase from the $243.8 million, or $3.23 per diluted share, reported in the same period last year.

Read the full story on AltsWire: https://altswire.com/lpl-financial-reports-strong-q2-with-net-income-up-12-year-over-year/

Carson Adds Penn. $353M-Asset Firm, Its 30th Wholly Owned OfficeCarson Group, a wealth advisory firm with over $45 billi...
08/05/2025

Carson Adds Penn. $353M-Asset Firm, Its 30th Wholly Owned Office

Carson Group, a wealth advisory firm with over $45 billion in assets under management, has fully acquired the Carson Wealth location in Doylestown, Pa. This move marks Carson’s 30th wholly owned office nationwide and reflects the firm’s continued investment in deepening its presence in key markets across the country.

Read the rest of the story on AltsWire: https://altswire.com/carson-adds-penn-353m-asset-firm-its-30th-wholly-owned-office/

ExchangeRight Fully Subscribes $33 Million Net-Leased Portfolio DST ExchangeRight, a sponsor of Delaware statutory trust...
08/05/2025

ExchangeRight Fully Subscribes $33 Million Net-Leased Portfolio DST

ExchangeRight, a sponsor of Delaware statutory trust and non-traded real estate investment trusts, has fully subscribed ExchangeRight Net-Leased Portfolio 69 DST, a portfolio spanning eight states and 224,401 square feet of primarily investment-grade tenanted retail space.

Read the rest of the story on AltsWire: https://altswire.com/exchangeright-fully-subscribes-33-million-net-leased-portfolio-dst/

Ameriprise Tapped to Manage Ex-Osaic Client’s $780M Investment ProgramAmeriprise Financial Inc. (NYSE:AMP) announced tha...
08/04/2025

Ameriprise Tapped to Manage Ex-Osaic Client’s $780M Investment Program

Ameriprise Financial Inc. (NYSE:AMP) announced that ChoiceOne Bank – a bank holding company headquartered in Sparta, Mich., with 56 branches throughout West, Central, and Southeast Michigan and more than $4.3 billion in assets – has transitioned its investment program to the Ameriprise Financial Institution Group, or AFIG, from Osaic Institutions Inc.

AltsWire has the full story: https://altswire.com/ameriprise-tapped-to-manage-ex-osaic-clients-780m-investment-program/

This Week’s Directory Spotlight: Caliber CompaniesWith more than $2.9 billion of managed assets, Caliber has built a 15-...
08/04/2025

This Week’s Directory Spotlight: Caliber Companies

With more than $2.9 billion of managed assets, Caliber has built a 15-year track record of managing and developing real estate with a clear focus: making money in all market conditions. Caliber’s edge lies in pursuing projects, strategies, and geographies often overlooked by global real estate institutions. Their in-house shared services group gives them unmatched control over assets and insight into future opportunities. Investors can participate in Caliber’s success through Nasdaq-listed CaliberCos Inc. or directly via Private Funds.

Learn more about Caliber please visit their AltsWire Directory.
https://altswire.com/directory/caliber-companies/

Qualified Opportunity Zone Funds Raise More Than $1 Billion in Q2 2025Investment in qualified opportunity zone funds, or...
08/04/2025

Qualified Opportunity Zone Funds Raise More Than $1 Billion in Q2 2025

Investment in qualified opportunity zone funds, or QOFs, surpassed a billion in the second quarter of 2025, specifically $1.14 billion, according to the latest data tracked by Novogradac & Company LLP – a certified public accounting, valuation, and consulting organization that specializes in federal tax incentives. This was the highest quarterly amount in nearly a year and the second highest in two years. The second-quarter equity increase brought the year’s new equity total to $1.95 billion.

AltsWire has the full story: https://altswire.com/qualified-opportunity-zone-funds-raise-more-than-1-billion-in-q2-2025/

LPL Financial Finalizes Acquisition of Commonwealth Financial NetworkLPL Financial Holdings Inc. has completed the acqui...
08/04/2025

LPL Financial Finalizes Acquisition of Commonwealth Financial Network

LPL Financial Holdings Inc. has completed the acquisition of Commonwealth Financial Network. The deal brings Commonwealth’s network of approximately 3,000 advisers and $305 billion in managed assets under the LPL Financial umbrella.

AltsWire has the full story: https://altswire.com/lpl-finalizes-acquisition-of-commonwealth-financial-network/

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