The following disclosures and advisories apply to the content conducted or participated in by Crestone Capital LLC and/or its affiliates (collectively referred to herein as “Crestone”).

No Investment Advice for Parties Who Are Not Currently Investors With Crestone

The following paragraph applies for any participants who are not currently investors in any funds, partnerships, or other interests (“vehicles”) managed by Crestone: 

Nothing presented herein is intended to constitute investment advice for you, or an offer by Crestone to provide investment advisory services to you. All information is provided to you for informational and educational purposes only, and should not be relied upon in making any investment decision. Crestone may not be licensed or authorized to provide investment advice and related services in all states.

Legal, Accounting, and Tax Considerations

Nothing in the content is intended to be legal, accounting, or tax advice. You should consult with your own advisers as to any legal, accounting, or tax matters related to any investment.

Third Party Materials

Certain information communicated as part of the content may be obtained from third party sources, including from investment vehicles. While Crestone believes such information to be reliable (unless otherwise stated), Crestone has not independently verified such information and makes no representations or warranties about the accuracy or timeliness of such information. 

No Offer or Solicitation

The content is not an offering of securities, or a solicitation to purchase securities or otherwise make an investment. Securities may only be offered or sold pursuant to registration of securities or an exemption therefrom using offering documents. Sales of securities will be limited strictly to those persons who are qualified as “accredited investors” as defined in Regulation D promulgated under the Securities Act of 1933 and as “qualified purchasers” as defined in the Investment Company Act of 1940. Material information is detailed in the offering documents, including, but not limited to, risk factors. 

SEC Registration

Crestone is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training. Additional important information about Crestone, including the Form ADV Part 2A Brochure of Crestone Asset Management LLC, is available at the SEC’s website,

Investment Risks; No Guarantees

There is no guarantee or assurance that the investment objectives of Crestone, any vehicle, or any investor will be achieved, or that any investments or strategies will be successful. Any investment in a vehicle involves a high degree of risk and should be regarded as speculative. Investments in vehicles managed by Crestone should be considered only by investors who can reasonably afford an entire or substantial loss on their investment.

Any projections, estimates, forecasts, targets or opinions expressed in the content (including in any visual material displayed) are subject to change, may differ from the projections, estimates, forecasts, targets, and opinions of others, and may not be accurate.

Any specific investment vehicle discussed or referenced (and its operational or financial results that may be discussed) is not intended to be representative of all investment vehicles managed by Crestone. Investors should not assume that all investments in the vehicles are or will be profitable. Past performance is not indicative of future results.

Use of Information

Except as otherwise permitted by Crestone, no information or materials from the content (including any audio or video recordings) may be copied, reproduced, republished, uploaded, posted, transmitted, or distributed in any way. The information is provided for your personal use only. The foregoing shall not restrict you from communicating any of this information with your professional advisors for purposes of providing services to you.