Stonehaven, LLC Disclaimer & Disclosure
Stonehaven, LLC (“Stonehaven”) is a SEC Registered Broker Dealer and FINRA Member Firm. Stonehaven provides institutional placement agent services and is compensated for referred investors which allocate to investment vehicles that are managed by investment managers or administered by operating companies that are contractually engaged by Stonehaven. Stonehaven receives compensation from the investment managers or operating company for making these referrals. In most cases, this compensation does not have any impact on the net fees that the investor would be accountable for by the investment manager or operating company if the investor had made a direct investment in the investment vehicle or operating company without the introduction of Stonehaven, LLC.
Nothing on this site is intended to be, nor should it be construed or used as, financial, legal, tax, or investment advice or an offer to sell, or a solicitation of any offer to buy or sell an interest in any offering. No offer or solicitation may be made prior to the delivery of appropriate private placement offering documents to qualified prospective investors. Complete disclosures and the terms and conditions relating to an investment in a particular private placement are contained in the proper set of offering documents. Before making any investment, prospective investors should thoroughly and carefully review offering documents with their financial, legal, and tax advisor to determine whether an investment is suitable for them. No investment is suitable for all investors. Although Stonehaven may provide this summary information, Stonehaven does not provide “due diligence” on an investor’s behalf and is not responsible for an investor’s investment decisions.
Past performance is not indicative of future results. Our investment management services relate to a variety of investments, each of which can fluctuate in value. The value of investments may fall as well as rise, and the investor may not get back the full amount originally invested. In making an investment decision, prospective investors must rely on their own examination of the merits and risks involved.
Parts of this website may be based on information received from sources we consider reliable. We do not represent that all of this information is accurate or complete, however, and it may not be relied upon as such. Any opinions expressed on this website may be subject to change without notice. Stonehaven makes no representations or warranties, written or expressed, as to the accuracy, timeliness, or completeness of such information. Stonehaven is not soliciting or recommending any action based on this material. The Information contained on this website may not be reproduced or redistributed without the written approval of Stonehaven.
Alternative Investment Risk Disclosure
Interests in any alternative investment vehicle are offered only pursuant to the terms of a Confidential Private Placement Memorandum (the “Memorandum”), which is furnished only to qualified investors on a confidential basis for their consideration in connection with the private offering of limited partnership interests.
No person has been authorized to make any statement concerning any private placement other than as set forth in the Memorandum, and such statements, if made, may not be relied upon. The information contained on this website is qualified in its entirety by the more complete information contained in the Memorandum. This website is not an offer to sell or a solicitation of any interests in any private fund offered through Stonehaven. Stonehaven and its affiliates make no representation as to the accuracy or completeness of the information contained on this website or that is received by Stonehaven. Investors should note the following regarding alternative investments:
- They are not subject to the same regulatory requirements as mutual funds, including mutual fund requirements to provide certain periodic and standardized pricing and valuation information to investors;
- They are speculative and involve a high degree of risk;
- Investors could lose all or a substantial amount of their investment;
- Interests may be illiquid and there may be significant restrictions in transfer. There is no secondary market for interests, and none is expected to develop;
- They may be leveraged, and their performance may be volatile;
- They have high fees and expenses that will reduce returns;
- They may involve complex tax structures;
- They may involve structures or strategies that may cause delays in important tax information being sent to investors;
- They and their managers/advisers may be subject to various conflicts of interest;
- They may hold concentrated positions with a limited number of investments; and,
- They, or their underlying fund investments, may invest a substantial portion of their assets in emerging markets, which could mean higher risk.
The list set forth above is not a complete list of the risks and other important disclosures associated with such investments and is subject to the more complete risk and disclosures contained in the applicable confidential offering documents. For a more complete discussion of risks relating to these types of investments, qualified prospective investors should consult the Memorandum.
Performance results are generally net of applicable fees and reflect reinvestment of profits. No representation is made that any investment manager or product will or is likely to achieve its objectives or that any investor will or is likely to achieve results comparable to those shown or will make any profit at all or will be able to avoid incurring substantial losses. Past performance is no guarantee of future results.
Financial indicators and benchmarks are unmanaged, do not reflect any management fees, assume reinvestment of income, are for illustration purposes only, and have limitations when used for such purposes because they may have volatility, credit, or other material characteristics that are different from a particular private placement investment opportunity.