Required disclosures regarding the firm, its activities, and the information presented on this website.
Kaistone Investment Group USA LLC is a Delaware limited liability company that, together with its affiliates (collectively, “Kaistone” or “the firm”), conducts alternative investment activities across private real estate, private credit, and private equity. The firm operates from Florida and Tortola, British Virgin Islands.
Kaistone Investment Group USA LLC and its affiliates are not registered as investment advisers under the Investment Advisers Act of 1940 and are not registered as broker-dealers under the Securities Exchange Act of 1934. The firm is not registered as a wealth manager and does not hold itself out as one.
The firm operates in reliance on exemptions from registration available under applicable US federal and state securities laws, including the private offering exemptions under Section 4(a)(2) of the Securities Act of 1933 and Regulation D promulgated thereunder.
Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security or service. Any such offer or solicitation will be made only by means of a confidential private placement memorandum or equivalent offering document, together with related subscription documents, delivered to qualified investors. Those documents will contain the full terms of the offering and a more complete description of the risks. In any conflict between this website and an offering document, the offering document controls.
Interests in Kaistone’s investment vehicles are offered only to investors who satisfy the eligibility requirements set forth in the relevant offering documents. These typically include, at a minimum, status as an “accredited investor” as defined in Rule 501(a) under the Securities Act of 1933, and may include additional requirements such as “qualified purchaser” status under the Investment Company Act of 1940. Non-US investors must additionally satisfy the eligibility requirements of their own jurisdiction.
Private investments involve a high degree of risk, including the potential loss of all invested principal. Investments are generally illiquid, have limited or no public market, and are subject to substantial restrictions on transfer. Investors must be prepared to hold their investment for an extended period and must be able to bear the economic risk of the investment.
The risks associated with the firm’s investment strategies include, without limitation: market risk; credit risk; concentration risk; sponsor and counterparty risk; leverage risk; valuation risk; interest-rate risk; real-estate-specific risk; cross-border, currency, and jurisdictional risk; tax risk; and the risk that the firm’s investment thesis does not prove correct. A full description of risks is provided in the relevant offering documents.
Past performance is not indicative of, and provides no guarantee of, future results. Any references on the Site to historical performance, case studies, or representative transactions are illustrative only and do not predict, and should not be relied upon as evidence of, future outcomes. Individual investor results will vary.
The Site contains forward-looking statements regarding the firm’s strategy, the markets in which it operates, and its views on macroeconomic and structural trends. Forward-looking statements are subject to known and unknown risks, uncertainties, and assumptions, and actual results may differ materially. The firm undertakes no obligation to update forward-looking statements.
Information on the Site is provided for general informational purposes only and does not constitute investment, legal, tax, accounting, or any other advice. The Site does not take into account the particular investment objectives, financial situation, or needs of any individual or entity. Before making any investment decision, you should consult your own legal, tax, financial, and other professional advisors.
The Site may include information, data, or statements derived from third-party sources. The firm believes such sources are reliable but does not independently verify all third-party information and makes no representation or warranty as to its accuracy or completeness.
The firm and its affiliates may have positions in, transact in, or otherwise have interests in the asset classes, sectors, or transactions discussed on the Site. The firm’s offering documents describe the conflicts of interest that may arise in connection with the firm’s activities and the policies in place to address them.
The Site is operated from the United States. The information on the Site is not directed to, intended for distribution to, or intended for use by, any person or entity that is a citizen or resident of, or located in, any jurisdiction where such distribution, use, or access would be contrary to law or regulation, or which would subject the firm to any registration requirement within such jurisdiction.
Activities of any BVI-based affiliate of the firm are subject to the laws and regulations of the British Virgin Islands. Interests in any BVI-domiciled vehicle are offered only in accordance with applicable BVI law and are not available to retail investors in the BVI.
For questions about these Disclosures, contact:
Kaistone Investment Group USA LLC
Email: Info@kaistonegroup.com
