Regulatory and legal disclaimers
No investment advice or solicitation
The information contained on this website is for informational purposes only and does not constitute financial, investment, legal, or tax advice. No information or material on this website should be construed as a solicitation, offer, recommendation, or endorsement to buy, sell, or hold any security, fund, or investment product. This website has not been reviewed or approved by the Securities and Exchange Commission or any other regulatory authority.
Exempt Reporting Adviser status
Wesvel Management LLC (the “Company”) is located in the State of Florida and operates as an Exempt Reporting Adviser (ERA) under Section 203(m) of the Investment Advisers Act of 1940 and applicable Florida securities regulations. The Company is not registered as a traditional investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state regulatory authority. The regulatory filings made by an ERA are truncated, and the Company is not subject to the same comprehensive disclosure and routine examination requirements as a fully registered investment adviser.
Qualified investor restrictions
Any investment funds or vehicles managed by the Company are private, unregulated funds. Interests in such funds are offered only to “Accredited Investors” (as defined under Rule 501 of Regulation D under the Securities Act of 1933) or “Qualified Purchasers” (as defined under Section 2(a)(51) of the Investment Company Act of 1940), via a confidential Private Placement Memorandum (PPM) and subscription agreement. Past performance is not indicative of future results, and any investment involves a high degree of risk, including the potential for total loss of capital. Offers to investors outside the United States are made by Wesvel Cayman Management LLC. Certain instruments referenced on this website are not available to US persons and are shown only to investors outside the United States.
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