Fundraisers / ARETE Wealth Management LLC
FundraiserRegistered broker-dealer
ARETE Wealth Management LLC
FINRA 44856 · placing rounds since Jan 2016
52company rounds placed
7in the last two years, last Dec 2025
$172Msold in the rounds they placed
60.1%typical commission; the median firm takes 4.9%
Named on 204 Form D filings as paid to sell the offering: 52 for operating companies, 36 for funds, 116 for real estate. 9 registered agents named.
Quarter by quarter
Company rounds they placed in each quarter, from the filings.
223Q2223Q3223Q4124Q1324Q2124Q3324Q4325Q2225Q4
What they place
- Oil and Gas57%
- Investing12%
- Other10%
- Other Energy7%
- Electric Utilities5%
- Other Health Care5%
- Other Technology3%
How big the rounds are
- Under $1M12
- $1M to $5M17
- $5M to $20M4
- $20M to $100M3
- $100M+0
Where the companies are
TX31FL5PA4IL4NY3IA3CA2MT1
Rounds they placed
FiledIssuerIndustrySold
Mar 2026Global Co-Investment Opportunity Fund III, LPCommercial-
Mar 2026Veritas Group Self-Storage Income Fund III, LLCCommercial-
Mar 2026Veritas Group Multifamily Value-Add Income Fund I, LLCCommercial-
Mar 2026Veritas Group Multifamily Income Fund I, LLCCommercial-
Mar 2026Nashville Division 19 LLCCommercial$17M
Mar 2026FCP Venture X QP LLC, Series XVIIPooled Investment Fund$11M
Feb 2026Fcp Venture X Qp LLC, Series XviPooled Investment Fund$16M
Feb 2026FirmFarm Holdings, LLCOther Real Estate$18M
Jan 2026Fcp Venture X Qp LLC, Series XiiPooled Investment Fund$50M
Dec 2025Golub Capital Private Income Fund SAgents: Arete Wealth Management, LLCPooled Investment Fund-
Dec 2025Golub Capital Private Income Fund IAgents: Arete Wealth Management, LLCPooled Investment Fund-
Dec 2025Citizen Energy 2025 Drilling Fund LPOil and Gas$500k
Nov 2025PRP Bakken II LPOil and Gas$100k
Nov 2025Fcp Venture X Qp LLC, Series XivPooled Investment Fund$40M
Oct 2025Sovereign Fund V Blocker, LLCCommercial$5.7M
Oct 2025Sovereign Fund V, LLCCommercial$5.8M
Oct 2025Fcp Venture X Qp LLC, Series XiPooled Investment Fund$25M
Oct 2025Storage Units Ground Lease Zephyrhills, LLCCommercial$2.2M
Sept 2025Storage Units Capital Management II CorpCommercial$2.5M
Sept 2025Storage Units Capital Management II CorpCommercial$3.5M
Aug 2025Fcp Venture X Qp LLC, Series IxPooled Investment Fund$21M
Aug 2025Fcp Venture X LLC, Series XPooled Investment Fund$1.5M
Aug 2025Cunat Exchange IX DSTResidential$437k
Aug 2025Cunat Exchange VIII DSTResidential$2.8M
Aug 2025Capital Resources Advisors Aloe Palm Canyon, LLCResidential-
Aug 2025Fcp Venture X Qp LLC Series ViPooled Investment Fund$11M
Aug 2025801 Mumford Lemad TEI Equities LLCCommercial$5.8M
Jun 2025Storage Units Ground Lease Columbia, LLCCommercial$2.9M
Jun 2025FCP Venture X QP LLC, Series VIIPooled Investment Fund$74M
Jun 2025FCP Venture X LLC, Series VIIIPooled Investment Fund$8.8M
Jun 2025HPI Bandera DSTOther Real Estate$15M
Jun 2025Mewbourne Energy Partners 25-A, L.P.Oil and Gas$1.0M
May 2025Forum Galaxy Holdings, L.P.Investing-
May 2025Texakoma Resources, LLCOil and Gas$100k
Feb 2025SEP Industrial Holdings II LLCCommercial-
Jan 2025MCI Exchange Bahamas A Series, DSTOther Real Estate$6.1M
Jan 2025Fcp Venture X Qp LLC Series IvPooled Investment Fund$73M
Jan 2025Fcp Venture X LLC Series VPooled Investment Fund$2.2M
Dec 2024Redwood Minerals LLCOil and Gas-
Oct 2024Newport Realty Trust, Inc.Other-
From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.
Often on the same rounds
Other fundraisers named on the same filings: the firms they syndicate with.
The Strategic Financial Alliance, Inc.11 rounds togetherIndependent Financial Group, LLC10 rounds togetherBerthel, Fisher & Company Financial Services, Inc.10 rounds togetherCalton & Associates, Inc.9 rounds togetherCommonwealth Financial Network9 rounds togetherDFPG Investments, LLC9 rounds together
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