Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some, but not all, sharing. Please take the time to read and understand this Privacy Notice which summarizes the non-public personal information we gather, how we share that information and how we safeguard (protect) that information.1
Veridi Capital, LP as an investment adviser is obligated to collect certain personally identifiable financial information about our Clients (you) so we may provide suitable financial recommendations (services). Your personal financial information which we gather during the normal course of doing business with you will depend on the services that we provide to you. This information is gathered through:
In addition, confidential client information may be shared with third party investment advisers serving as sub-advisers in order to service the account(s) and act on their contractual obligations.
We restrict access to your nonpublic personal information to those employees who need to know that information to provide financial services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
You cannot limit our sharing of your personal information in cases where we need that information to provide our advisory services to you (this disclosure is necessary in our everyday business).
|Reason||Does Veridi Capital disclose?||Can you limit this?|
For our everyday business purposes:
to process your transactions, maintain your account(s), settle transactions, respond to regulatory inquiries (including court orders and legal investigations or reports to credit bureaus).
|For our internal marketing purposes: to offer products and services to you.||Yes||No|
|For our affiliate’s everyday business purposes: information about your transactions and experiences or as necessary to provide our services to you.||Yes||No|
|For non-affiliates to market to you.||No||We don’t share|
|For joint marketing with other unaffiliated financial institutions.||No||We don’t share|
As stated in the table above, we restrict the disclosure of your personal non-public and confidential information. We only disclose your information as indicated or as required by law. In accordance with Section 248.13 of Regulation S-P (and S-AM), we may disclose all of the information we collect, as described above, to certain non-affiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all non-affiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information. We may share client information with our sub-advisers. Federal law gives you the right to limit our sharing information with an affiliate for their everyday business purposes except when we have a sub-advisory relationship with our affiliate. State laws may give you additional rights to limit sharing. Please contact us in writing to limit the sharing of your personal information at 301 Battery Street, Floor 2, San Francisco, CA 94111 or you may email us at firstname.lastname@example.org.
Please contact Veridi Capital at 415-570-4080.
1 Nonpublic personal information means personally identifiable financial information and any list, description or other grouping of consumers that is derived using any personally identifiable financial information that is not publicly available.
The information on this site is not to be construed as investment advice; it is for educational purposes only.
Veridi Capital, LP is headquartered in San Francisco with offices located in Dallas, New York, and Palm Beach.
Veridi Capital, LP’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Veridi Capital, LP’s website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
A copy of Veridi Capital, LP’s current written disclosure statement discussing its business operations, services, and fees is available upon written request. Veridi Capital, LP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Veridi Capital, LP’s website or incorporated herein, and takes no responsibility thereto. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Veridi Capital LP) or product made reference to directly or indirectly by Veridi Capital LP on its Web site, or indirectly via a link to an unaffiliated third party Web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of Veridi Capital, LP’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Veridi Capital, LP’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. This information may have been previously disseminated by Veridi Capital, LP to its clients or associates. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Veridi Capital, LP, or from any other investment professional. You should not treat any opinion expressed as a specific inducement to make a particular investment or follow a particular strategy.
Veridi Capital LP is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Furthermore, the prospective client is solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for the prospective client based on the prospective client’s investment objectives and personal and financial situation. The prospective client should consult with an investment professional, or an attorney or tax professional regarding their specific investment, legal or tax situation.
Opinions expressed on this site or in the articles accessible are subject to change without notice and, due to the rapidly changing nature of the security markets, may quickly become outdated. Opinions are based upon information considered reliable, but neither Veridi Capital, LP nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Although all information presented is believed to be true and accurate at the time of publication, Veridi Capital, LP is under no obligation to update or correct any information provided on this website.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Veridi Capital, LP’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Veridi Capital, LP, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Veridi Capital, LP’s website, to release and hold harmless Veridi Capital, LP, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Veridi Capital LP.
You are currently connected to the “www.veridicapital.com” website. This site is the exclusive property of Veridi Capital, LP.Introduction
The purpose of this site is to provide information about Veridi Capital, LP (“Veridi”). Visits to the site are governed by the applicable regulations and these conditions of use.Disclaimer concerning the products and services presented on the site
Information contained on this website is not an offer of investment advice. We are prohibited from transacting business in states where we are not appropriately registered, or excluded or exempted from such registration. Without registration or exemption, we cannot make individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation. All information on this site is for informational purposes only and is not investment advice; nothing herein constitutes a solicitation or offer to purchase or sell securities or investment advisory services.
Veridi Capital, LP makes every effort to ensure that the information presented on the site is correct and up to date. The content of the site may be corrected at any time, without notice. Veridi Capital cannot and does not guarantee that the information provided is complete and that it has not been altered by a hacker or due to a virus. Veridi Capital accepts no responsibility for any errors or omissions in the information provided.
Access to this website is based on current service levels and Veridi Capital has no responsibility for any transmission problems or for any network breakdowns.
Veridi Capital does not give any explicit or implicit guarantee concerning the website. In particular, Veridi Capital does not guarantee that this website meets or will meet the current or future needs of visitors, that uninterrupted access to the site will be maintained, that the information presented on the site is relevant, reliable and free of errors, or that any results obtained by using this website are accurate and reliable.
Veridi Capital does not guarantee the quality and/or the legality of any content not created by Veridi Capital and will not accept any liability for any claims, lawsuits or appeals initiated by any third party on the grounds of the third party’s exclusive rights over said content and/or its use or on any other grounds.
No verbal and/or written advice or information and no video advice or information obtained from this website shall give rise to any guarantees or liability except as explicitly mentioned.
The website may include or third parties may add links to other websites or other Internet sources. Veridi Capital has no control over these sites and external sources and, accordingly, cannot be held responsible for making available these sites and external sources, or for the content, fairness, current nature, quality, completeness, relevance or legality of any advertisements, products, service or other material available on or from these sites or external sources. Visitors to the site acknowledge that Veridi Capital cannot be held liable for any proven or alleged, direct or consequential losses arising from the use of or reliance on the content of these sites or external sources, or any goods or services available on these sites or from these external sources, viewed on screen or obtained by e-mail or by any other method. The confidentiality and integrity of information on the Internet are not guaranteed. Any electronic messages sent by users of the site may be intercepted and/or altered. Veridi Capital shall have no responsibility for any messages that are intercepted and/or altered.Copyright
The trademarks and brand names referred to on the site are the property of Veridi Capital, LP. Reproduction of all or part of any trade marks, brand names and/or logos is forbidden.Hypertext links and viruses
Veridi Capital has no responsibility for any hypertext links to other websites contained on this site.
Visitors to and users of the Veridi Capital website may not install a hypertext link to this site without the formal prior consent of Veridi Capital.
Users are responsible for taking the necessary precautions to ensure that the site selected does not contain any viruses or parasites. Under no circumstances may Veridi Capital be held responsible for any direct or consequential losses arising from the use of its website or any other sites accessed by a hypertext link.