Previously authorized to disclose information to individuals and/or entities not affiliated with the investment advisor, including, but not limited to the client’s and or investor ‘s other professional advisors and/or service providers (i.e., attorneys, accountants, insurance agents, broker/dealers, investment advisors, account custodians, and the like); or,
Required to do so by judicial or regulatory process; or,
Otherwise permitted to do so in accordance with the parameters of Regulation S-P.
The disclosure of such information contained in any document completed by the client and or investor for processing and/or transmittal by the investment advisor, investment manager or related entity in order to facilitate the commencement, continuation, or termination of any business relationship between the client, investor and/or non-affiliated third party service provider (i.e., broker/dealer, investment advisor, account custodian, insurance company, and the like), including information contained in any document completed and/or executed by the client and/or investor for the investment advisor/investment manager or related entity (i.e., advisory agreement, client and/or investor information form, and the like), shall be deemed as having been automatically authorized by the client and/or investor with respect to the corresponding non-affiliated third party service provider. Each individual and/or entity affiliated with the investment advisor or investment manager or related entity is aware of the aforesaid privacy policy and has acknowledged his or her or its requirement to comply with same. In accordance with this privacy policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for the performance of its service for the client and/or investor and to comply with regulatory procedures and requirements.
Past performance is not necessarily indicative of future results. This fund is only available to qualified investors.
Copyright 2018- Left Brain Capital Appreciation Fund, L.P. -All Rights Reserved
Please read through our website. If you have any questions about the trading methodology we currently employ and anticipate employing in LEFT BRAIN CAPITAL APPRECIATION FUND, L.P., or should you have any questions about the preparation and return of subscription documents, please contact us at the Partnership’s office: 215 Shuman Blvd. Suite #304 Naperville, IL 60563 (630) 517-9300
Only commisionable securities transactions are offered through The Leaders Group Inc. Member FINRA/SIPC 26 W.Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. “Left Brain Wealth Management is not affiliated with The Leaders Group Inc.”
This website contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice.
This website shall not constitute an offer of interests in any fund or other security, which may only be made pursuant to the confidential private offering memorandum, related subscription agreement and applicable laws and regulations.
Past performance is not a guarantee of future results. An investment in any investment vehicle or security described in this website can lose value.
Left Brain takes care to ensure the information provided in the website is accurate at the date of initial publication. However it is provided without warranties of any kind, either expressed or implied.
Investment examples are included merely to illustrate the investment process and strategies that may be utilized by Left Brain and it should not be assumed that any investments referred to herein have been or will be profitable to any client. The information presented should not be considered a recommendation to purchase or sell any particular security.
Any portfolio risk management processes discussed herein are an effort to monitor and manage risk, but should not be interpreted as and do not imply low risk or the ability to control risk. Risk policies and limits imposed by Left Brain are subject to change without notice and may be exceeded from time to time due to, among other things, market fluctuations.
Investment processes are subject to change without notice and may not be followed in every case.
References to investment objectives, targeted returns or other goals that Left Brain seeks to achieve are aspirational only and should not be considered a prediction or guarantee that such results will be achieved.
The videos that can be viewed through the website contain views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. The information is for educational purposes only and is not intended to provide investment advice and should not be considered a recommendation to purchase or sell any particular security. Investing involves risk, including the possible loss of principal.
The primary investment objective of the Partnership is growth of capital. The business of the Partnership is the buying and selling of securities, including, without limitation, stocks, options, warrants, bonds and rights of U.S. and non-U.S. entities. The Partnership may invest and trade in public and private securities and may lend funds or assets and borrow money, with and without collateral. The Partnership ordinarily will invest in securities that trade in sufficient volume to allow for swift execution of transactions. Positions in securities may be held for very short periods, even as little as a portion of one day. The Partnership may engage in transactions in exchange-listed options in conjunction with or in lieu of taking a position in the underlying securities, including writing uncovered options. The Partnership also may engage in short sales of securities and margin transactions. The Partnership may also invest or trade in cash commodities, commodity futures, or commodity options contracts after securing all necessary registrations (or exemptions) from the National Futures Association (the “NFA”), the United States Commodity Futures Trading Commission (the “CFTC”), and/or other regulatory agencies. The Partnership shall have the power to do any and all acts necessary, appropriate, proper, advisable, incidental or convenient to or for the furtherance of the purposes and business described herein, and shall have, without limitation, any and all of the powers that may be exercised on behalf of the Partnership by the General Partner. The General Partner, LEFT BRAIN CAPITAL MANAGEMENT, LLC, has delegated authority over the Partnership’s trading activity and management of the Partnership’s portfolio to its affiliate, LEFT BRAIN WEALTH MANAGEMENT, LLC (the “Investment Advisor”).
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