Investor Resources

For Prospective Investors

Before Investing

  • Review the complete Private Placement Memorandum
  • Consult legal, tax, and financial advisors
  • Verify qualified purchaser status
  • Assess investment suitability
  • Understand all fees and expenses
  • Review conflicts of interest
  • Understand illiquidity and restrictions

Regulatory Resources

FINRA BrokerCheck

www.finra.org/brokercheck

SEC Edgar Database

www.sec.gov/edgar

Investor.gov

www.investor.gov
For Current Investors

Reporting & Updates

Reporting:

  • Annual audited financial statements
  • Annual tax reporting (Schedule K-1)
  • Periodic communications at the Manager's discretion
Questions

Contact the Manager

jr@fincadia.com