Articles Posted in Current Investigations

Inspired Healthcare Capital (IHC) has filed for Chapter 11 bankruptcy, leaving many private equity funds and Delaware Statutory Trust (DST) investors facing significant financial losses. The law firm Shepherd Smith Edwards and Kantas is actively filing arbitration claims against brokerage firms, such as Emerson Equity, for allegedly making unsuitable recommendations and failing to disclose the high risks and fees associated with these alternative investments.

Shepherd Smith Edwards and Kantas Represents IHC Investors Against Broker-Dealers

Earlier this month, senior living private equity firm Inspired Healthcare Capital (IHC) filed for Chapter 11 bankruptcy protection. The news left many IHC Fund and Delaware Statutory Trust (DST) investors in the lurch and scrambling to recover their money.

Shepherd Smith Edwards and Kantas SBLOC Investor Lawyers May Be Able To Help

The law firm Shepherd Smith Edwards and Kantas is investigating claims against former Morgan Stanley broker Patricia Holder regarding allegations of unsuitable recommendations involving risky Securities-Backed Lines of Credit (SBLOC). The article encourages affected investors to seek a free legal consultation to explore potential recovery options for portfolio losses caused by these high-risk borrowing strategies.

If you sustained serious portfolio losses while working with ex-Morgan Stanley stockbroker Patricia P. Holder, contact us today to request your free case consultation. Shepherd Smith Edwards and Kantas SBLOC Investor Lawyers (investorlawyers.com) are investigating the broker fraud allegations made against her.

 Shepherd Smith Edwards and Kantas Continues To Represent Investors Who Suffered Losses as a result of Andrew Jacobus

Andrew Hamilton Jacobus (Jacobus), the ex-Florida investment adviser who pleaded guilty to running a $94M Ponzi-style scam, was sentenced to 20 years in prison. Prosecutors contend that Jacobus defrauded at least 70 investors, including a number of Venezuelan nationals. Jacobus misappropriated investors’ money for his own use while paying earlier investors with newer investors’ funds in Ponzi -like fashion. This investment scam, which ran for almost 20 years, involved Jacobus promising to place his victims’ money in purportedly safe investments that generated high returns. Jacobus falsified documents and forged account statements to conceal his fraud.

Shepherd Smith Edwards and Kantas Broker Negligence Lawyers (investorlawyers.com) represent those who were harmed in Jacobus’ Ponzi fraud against the brokerage firms that enabled Jacobus’ wrongful actions, typically because of their own negligence.

Contact Our Inspired Healthcare Capital Recovery Lawyers Today

If you suffered losses in Inspired Healthcare Capital (IHC), including one of its Funds or Delaware Statutory Trust (DST) offerings, the time to explore your legal options is now.  The alternative asset firm, and its more than 160 affiliate entities, filed for Chapter 11 bankruptcy protection in the U.S. Bankruptcy Court for the Northern District of Texas. Shepherd Smith Edwards and Kantas (investorlawyers.com) is representing dozens of Inspired Healthcare Capital investors all over the United States in pursuing their investment losses from the brokerage firms and financial advisors that persuaded them to put money into IHC Funds and DSTs.

Why Should Inspired Healthcare Capital Investors Be Worried?

Shepherd Smith Edwards and Kantas Enterprises Recovery Lawyers Are Representing Claimants in FINRA Arbitration

In the wake of the $56M fraud allegations against Versity Investments (Crew Enterprises), our investment loss recovery law firm is continuing to speak to investors of this alternative asset firm and its various offerings. There are growing concerns that Versity/Crew Enterprises misappropriated investors’ money.

A List of Versity Investment Private Placements and Delaware Statutory Trusts:

Representing Texas Investors Whose Brokers Gave Them Inaccurate, False, or Incomplete Facts and Information About An Investment or Strategy

Shepherd Smith Edwards and Kantas (investorlawyers.com) works with Lone Star State investors who have suffered losses due to misrepresentations and omissions made by their financial advisor. Contact our Dallas securities law firm today if you are an investor who would like to explore your legal options.

https://youtu.be/8tyu_3ms__I?si=ppyPugpWmHXOz0b4

The Time To Explore Your Legal Options With One of Our Trusted Investor Losses Attorneys Is Now

If you are an investor who suffered losses in University Park Berkeley JV, LLC, contact Shepherd Smith Edwards and Kantas Investor Losses Attorneys (investorlawyers.com) today. Unfortunately the property involved is now foreclosed, which could mean investment trouble for you.

 What is University Park Berkeley, JV? 

Representing Texas Investors Whose Brokers Disregarded Their Best Interests And Caused Them Unnecessary Portfolio Losses

From our Dallas, TX securities law office, Shepherd Smith Edwards and Kantas (investorlawyers.com) represents Lone Star State investors against broker-dealers and investment advisers who sustained serious losses because their financial advisor violated Regulation Best Interest (REG BI) when working with them. This is not the kind of legal claim you want to pursue without seasoned Texas REG BI interest attorneys fighting for you.

What Is Regulation Best Interest And How Is It Supposed To Protect Retail Investors in Texas?

Shepherd Smith Edwards and Kantas Easterly ROCMuni Investor Lawyers Have Filed Six- and Seven-Figure Easterly Fund Recovery Claims Against Broker-Dealers That Sold This High-Risk Junk Bond Fund

If you are an investor whose broker unsuitably recommended that you invest in the  Easterly ROCMuni High Income Fund (RMJAX, RMHIX, and RMHVX), it is imperative that you explore your legal options. This high-risk junk bond fund saw a dramatic drop in price in June 2025 following a fire sale, leaving many investors with serious losses. Already, Shepherd Smith Edwards and Kantas  (investorlawyers.com) has filed a number of Easterly Fund loss claims against Stifel, Nicolaus & Co., as well as Osaic Wealth and other brokerage firms.

At one point, holding around $300M in assets in October 2024, the Easterly ROCMuni Fund now has less than $17M in assets. As of December 30, 2025, it reported a Net Asset Value (NAV) of $2.18 along with a -67.70% decline.

Shepherd Smith Edwards and Kantas Inspired Healthcare Capital Loss Attorneys are Representing These Retirees in FINRA Arbitration

Two Bellevue, Washington, investors in their sixties are suing Aurora Securities and their former broker, Roger William Bowlin. They are seeking up to $1,000,000 in damages for losses they sustained in Inspired Healthcare Capital Delaware Statutory Trusts (IHC DSTs). These are risky, real estate ventures that are generally unsuitable for retail investors, especially retirees.  Shepherd Smith Edwards and Kantas (investorlawyers.com) is representing these Claimants.

Inspired Healthcare Capital just filed for Chapter 11 Bankruptcy protection, which has put a stop to any lawsuits against the alternative asset firm. Now more than ever, your best chance for financial recovery if you are an IHC investor is to go after the broker-dealer that sold you these Regulation D offerings.

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