Investor · Chicago, IL

Arete Wealth Management, Llc

Open Arete in the network graph →

Filings

2

SEC Form D

Connections

6

co-filers

Capital

$20.2M

across filings

Active

Feb 2024

to Mar 2025

Most-connected co-filers (6)

Brendan W. Lake · West Conshohocken, PA2 shared Borgman Capital, LLC · Milwaukee, WI2 shared Ppb Ppl Mgt Llc · West Conshohocken, PA2 shared Arete Wealth Management, Llc · Chicago, IL2 shared Ppb Ppl Mgt Llc · West Conshohocken, PA2 shared Arete Wealth Management, Llc · Chicago, IL2 shared

Recent filings (2)

Parabilis Private Lending Fund LPMar 2025 · 7 co-filers Parabilis Private Lending Fund LPFeb 2024 · 7 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See Arete in the interactive graph →