Addepar is committed to investing over $100m annually in research and development.

"[Matthew Borstein] has exceptional expertise, longstanding relationships, and strategic vision, and we are proud to welcome him to CIM Group.” — Avi Shemesh, Co-Founder and Principal, CIM Group.

Track individual Nontraded BDC performance with Blue Vault's Individual Performance Pages. Fourteen Q1 2025 reports are ready for members to view today.

Ashford Securities LLC strengthens its leadership team with dynamic new talent, signaling exciting developments in its national growth strategy and commitment to financial intermediaries—discover the seasoned professionals driving this next chapter.

Alternative investments terminology can sometimes seem contradictory, but it's important to understand the lingo in order to make an informed pitch to investors.

Blue Vault published its Q4 2024 Nontraded REIT Industry Review. The review compiles industry statistics that allow you to compare distribution rates, total assets, FFO payout ratios, and more.

“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities." — Catherine Bowman, The Bowman Law Firm

Blue Vault's comprehensive reports provide in-depth analysis designed to support informed decision-making for both your clients and your practice.

Blue Vault published its Q4 2024 Full Nontraded BDC Industry Review. The Review includes data for 24 BDCs and industry summaries of total assets, capital raise, and more.