Firm Closes Previous Year with 103 Offerings Across 17 Asset Classes, Reinforcing Its Role as a Gateway to Sophisticated Private Market Opportunities
CHICAGO, Ill., Apr. 7, 2025 — Arete Wealth, a premier provider of alternative investment solutions and capital markets expertise, proudly announces a record-setting year, having raised over $534.7 million in capital in 2024. This milestone reflects the firm’s unmatched ability to connect investors with sophisticated financial professionals and exclusive opportunities across a wide range of asset classes.
The firm raised $250.4 million internally through its retail channels and an additional $284.3 million externally via its MBD (Managing Broker-Dealer) platform, illustrating a well-balanced approach to capital formation.
“Our continued growth and performance in 2024 reaffirm our commitment to innovation, integrity, and access,” said Joshua Rogers, Founder and CEO at Arete Wealth. “In a shifting financial landscape, investors are increasingly seeking diversification, and we’re proud to be their gateway to alternative investments.”
By the Numbers:
- Total Capital Raised: $534.7M
- Retail Capital (Internal): $250.4M
- MBD Capital (External): $284.3M
- Sponsors Engaged: 53
- Offerings Completed: 103
- Asset Classes Represented: 17
Arete Wealth’s platform supports a diverse mix of sectors including real estate, energy, operating companies, managed funds, and asset finance. The firm’s offerings range from REITs, opportunity zones, and hedge funds to private equity, litigation finance, oil & gas, and renewable energy — underscoring its role as a comprehensive provider of non-correlated investment opportunities.
“As we look ahead, Arete Wealth remains focused on expanding our suite of offerings while maintaining the highest standards of due diligence, transparency, and advisor support,” added Rogers.
Arete Wealth thanks its investors and sponsors for their trust and collaboration throughout 2024. Together, they continue to redefine the landscape of private capital markets.
About Arete Wealth
Arete Wealth, Inc. is a sophisticated financial services and wealth management firm offering expertise across investment banking, managing broker-dealer services, financial and estate planning, investment advice, asset management, insurance, annuities, and alternative investments. The firm provides financial solutions through institutional, full-service, and direct-to-consumer digital investment channels. Founded in 2007 and headquartered in Chicago, Arete Wealth has over 60 offices nationwide and is consistently ranked as a top independent hybrid broker-dealer and registered investment advisory firm. Learn more at www.aretewealth.com.
Media contact:
Nate Moster
513.240.9241
Nate.Moster@AreteWealth.com
