Disclosures

Advisory services offered through Upholdings Group LLC, an investment adviser primarily registered with the Tennessee Securities Division. All Upholdings trademarks mentioned are owned by Upholdings Group LLC. Use of this website is intended for U.S. residents only. Our Business Continuity Plan is available upon request by emailing compliance@upholdings.com. Prior to investing, investors should carefully read prospectuses to evaluate investment objectives, risks, and expenses. Investments may lose value.

Assets under Advisement (“AUA”) are assets, including discretionary assets plus non-discretionary assets, for which Upholdings does not necessarily provide continuous and regular supervisory or management services. Discretionary assets are securities for which Upholdings provides continuous and regular supervisory or management services.

Examples of AUA include, but are not limited to, non-discretionary assets considered in connection with financial or estate planning or portfolio allocation review, assets subject to consulting or reporting-only arrangements, tracking of assets for services, assets that are designated as “non-managed,” and non-securities such as real estate, collectibles, or other non-securities that are not part of a securities portfolio.

The information contained in these materials is not intended to provide professional investment, legal or tax advice and should not be relied upon in that regard or as the basis for any investment decision. The contents of these materials are for general information only and are not provided with regard to your specific investment objectives, financial situation, tax exposure, or particular needs. The contents hereof are not a recommendation of, or solicitation for, the subscription, purchase, or sale of any security, including the fund(s) and/or investment products mentioned herein. Nothing contained herein should be used as the basis for making any specific investment, business, or commercial decision. You should carefully read the final prospectus, offering memorandum, organizational agreement and/or other supplemental and controlling documents before making an investment decision regarding any particular security.

Investments, including interests in real estate and private funds, are subject to investment, tax, regulatory, market, macro-economic and other risks, including loss of the principal amount invested. Investments denominated in a foreign currency are subject to factors including but not limited to changes in exchange rates that may have an adverse effect on the value of the investment.

Past performance as well as any projection, target, or forecast used or discussed in these materials are not indicative or a guarantee of future or likely performance of any investment product. Statements may be forward looking and are not intended as specific investment advice or guarantees of future performance. Such forward-looking statements are estimates necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or result expressed or implied by such statements. Actual events or results or actual performance of any investment may differ materially from those reflected or contemplated in such forward-looking statements as a result of factors that are beyond the control of Upholdings and their respective affiliates, members, partners, stockholders, managers directors, officers, employees, or agents. As a result, investors should not rely on such forward-looking statements in making their investment decisions.

The contents of these materials are subject to change and may be modified, deleted, or replaced at any time in Upholdings’ sole discretion. In particular, Upholdings assumes no responsibility for, nor makes any representations, endorsements, or warranties whatsoever in relation to the timeliness, accuracy and completeness of any content contained in these materials. While care has been taken in preparing the contents of these materials, such contents are provided to you “as is” and “as available” without warranty of any kind either express or implied. In particular, no warranty regarding suitability, accuracy, or fitness for a particular purpose is given in conjunction with such contents. Upholdings shall not be liable for any loss, damage, costs, charges, and/or expenses incurred as a result of or in connection with these materials or any reliance on the contents of these materials. All information obtained from third-party sources is believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of the information, nor liability for decisions based on such information, and it should not be relied on as such.

The provision of any services or products provided by Upholdings expressly subject to the particular terms and conditions contained in a separate written agreement. Upholdings Group LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients as well as investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities.