This website is designed to provide general information about the services offered through Agecroft Partners, LLC.
Agecroft Partners is compensated by the hedge fund managers it represents and endorses. This fee is paid by the hedge fund manager from fees they receive by investors. Due to such compensation, Agecroft Partners has a conflict of interest when recommending an investment with a hedge fund manager to a prospective investor. The manager has a standard fee schedule and is not adding a differential to compensate Agecroft Partners, which means there is no additional cost to the investor in utilizing Agecroft Partners services. Agecroft is not an investor in and has no relationship with the hedge fund managers it represents other than a separate written agreement covering their marketing and consulting services for the benefit of the hedge fund manager.
Agecroft is a licensed broker-dealer, registered with the Securities and Exchange Commission (SEC) and is a member of The Financial Industry Regulatory Authority (FINRA) - www.finra.org. Member SIPC - www.sipc.org and a member of The National Futures Association (NFA) -www.nfa.futures.org.Agecroft Partners is a MSRB registered Municipal advisor. For more information on the MSRB please visit: Municipal Securities Rulemaking Board
For more detailed information regarding the states within which Agecroft Partners, LLC is registered or exempt from registration, please call (804) 355-2082.
INVESTMENTS IN ALTERNATIVE INVESTMENTS ARE SPECULATIVE AND INCLUDE A HIGH DEGREE OF RISK. INVESTORS COULD LOSE THEIR ENTIRE INVESTMENT. PAST RESULTS ARE NOT INDICATIVE OF FUTURE PERFORMANCE. ALTERNATIVE INVESTMENTS ARE SUITABLE ONLY FOR PERSONS WHO ARE ABLE TO ASSUME THE RISK OF LOSING THEIR ENTIRE INVESTMENT. ALTERNATIVE INVESTMENTS OFTEN ENGAGE IN LEVERAGING AND OTHER SPECULATIVE INVESTMENT PRACTICES THAT MAY INCREASE THE RISK OF INVESTMENT LOSS; CAN BE HIGHLY ILLIQUID; MAY HAVE RESTRICTIONS ON TRANSFERRING INTERESTS; MAY HAVE NO SECONDARY MARKET NOR IS ONE EXPECTED TO DEVELOP; ARE NOT REQUIRED TO PROVIDE PERIODIC PRICING OR VALUATION INFORMATION TO INVESTORS; MAY INVOLVE COMPLEX TAX STRUCTURES AND DELAYS IN DISTRIBUTING IMPORTANT TAX INFORMATION; ARE NOT SUBJECT TO THE SAME REGULATORY REQUIREMENTS AS MUTUAL FUNDS OR OTHER INVESTMENT VEHICLES; CAN HAVE VOLATILE PERFORMANCE; MAY HAVE HIGHER FEES THAN OTHER INVESTMENT VEHICLES, AND THESE FEES CAN OFFSET PROFITS. ALTERNATIVE INVESTMENT MANAGERS HAVE TOTAL TRADING AUTHORITY OVER THEIR FUNDS. SOME PORTION OF AN ALTERNATIVE INVESTMENT'S TRADES MAY BE EXECUTED ON FOREIGN EXCHANGES. PROSPECTIVE INVESTORS SHOULD CAREFULLY CONSIDER THESE RISKS BEFORE INVESTING. HEDGE FUNDS MAY PROVIDE NO TRANSPARENCY REGARDING ITS UNDERLYING INVESTMENT TO INVESTORS. HEDGE FUNDS MAY LACK DIVERSIFICATION WHICH COULD CREATE HIGHER RISK. HEDGE FUNDS MAY USE HYPOTHETICAL OR PROFORMA PERFORMANCE TO DEMONSTRATE HISTORICAL PERFORMANCE WHICH DOES NOT REFLECT ACTUAL TRADING DONE BY THE MANAGER. INVESTORS SHOULD NOT RELY OF HYPOTHETICAL OR PROFORMA PERFORMANCE. HEDGE FUNDS AND THEIR MANAGERS/ADVISORS MAY BE SUBJECT TO CONFLICTS OF INTEREST. THE ABOVE SUMMARY IS NOT A COMPLETE LIST OF THE RISK AND OTHER IMPORTANT DISCLOSURES CONTAINED IN THE HEDGE FUND OFFERING DOCUMENTS MUST BE CAREFULLY REVIEWED.
To view firm policies and procedures regarding ESG and Diversity and Inclusion, please use the following: