General Disclosure

Investment advice offered through Klesis Advisors, LLC, an investment advisor registered with the California Department of Financial Protection and Innovation (DFPI), able to provide investment advice in states where it is registered, exempt, or excluded from registration.

Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product.

Investments involve the risk of loss, including possible loss of principal.

Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.

Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

Private Investment Advisors Disclosure

The Private Investment Advisors listed herein are independent professionals who collaborate with Klesis Advisors, LLC in connection with the evaluation and sourcing of private market investment opportunities. They are not employees, officers, or registered representatives of Klesis Advisors, LLC, and they do not have discretionary authority over client accounts.

Klesis Advisors, LLC does not compensate any Private Investment Advisor for client referrals or for their participation in the investment process, and no solicitation arrangements, referral fee agreements, or soft dollar arrangements exist between Klesis Advisors and any of the individuals listed on this page.

Investment advisory services are offered through Klesis Advisors, LLC, an investment advisor registered with the California Department of Financial Protection and Innovation (DFPI). Registration does not imply a certain level of skill or training.

The information provided on this page is for informational purposes only and does not constitute investment advice or a solicitation to buy or sell any security.

Past performance is not indicative of future results.

Private market investments involve a high degree of risk, are speculative in nature, and are not suitable for all investors. Clients should carefully consider their investment objectives, risk tolerance, and financial circumstances before investing in any private market opportunity.

Preferred Partners Disclosure

The Preferred Partners listed herein are independent professionals who are not employees, affiliates, or registered representatives of Klesis Advisors, LLC. Each operates their own independent practice and is solely responsible for the services they provide.

Klesis Advisors, LLC does not receive or pay any compensation in connection with client referrals to or from any Preferred Partner, and no referral fee agreements, revenue-sharing arrangements, or soft dollar arrangements of any kind exist between Klesis Advisors and the individuals listed on this page.

Referrals are made solely at the discretion of Klesis Advisors based on our professional judgment and familiarity with each individual's work.

Clients are under no obligation to engage any Preferred Partner and are encouraged to conduct their own due diligence before retaining any professional service provider.

The inclusion of a professional on this page does not constitute a guarantee of the quality or outcome of their services.

Investment advisory services are offered through Klesis Advisors, LLC, an investment advisor registered with the California Department of Financial Protection and Innovation (DFPI). Registration does not imply a certain level of skill or training.