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Important Disclosures

The following disclosures apply to all content on this website, including any performance, portfolio, or partnership information presented elsewhere on the site.

Last updated: August 2026

01

No Offer or Solicitation

The information on this website is provided for general informational and educational purposes only. Nothing contained herein constitutes an offer to sell, or a solicitation of an offer to buy, any security, partnership interest, or other investment product, nor shall there be any sale of securities in any jurisdiction in which such an offer, solicitation, or sale would be unlawful.

Any offer or solicitation with respect to an investment opportunity will be made only by means of confidential offering materials — including a private placement memorandum, limited partnership agreement, and subscription documents — that are furnished to qualified prospective investors and that contain material information not set forth on this website. In the event of any inconsistency, those definitive documents govern.

Certain funds referenced on this website are, or may be, offered pursuant to Rule 506(b) of Regulation D under the Securities Act of 1933, as amended. Such offerings may not be generally solicited or advertised, and are available only to persons with whom a substantive pre-existing relationship exists.

02

Eligibility and Suitability

Private funds and other alternative investments referenced on this website are generally available only to persons who qualify as accredited investors, qualified clients, and/or qualified purchasers under applicable U.S. securities laws, or their equivalents in other jurisdictions.

Nothing on this website constitutes investment, legal, tax, accounting, or regulatory advice, and it does not take into account the investment objectives, financial situation, or particular needs of any individual investor. Prospective investors should consult their own advisers before making any investment decision.

03

Risk of Loss

An investment in a private fund or other alternative investment involves a high degree of risk, including the risk of complete loss of principal. Such investments are illiquid, are not listed on any exchange, and no secondary market is expected to develop. Investors may be unable to redeem or transfer their interests for extended periods.

Additional risks may include, without limitation: leverage; concentration; reliance on key persons and third-party operators; valuation uncertainty for assets that lack readily observable market prices; interest-rate, credit, and real estate market risk; regulatory and tax changes; and conflicts of interest. There can be no assurance that any investment objective will be achieved.

04

Performance and Statistical Information

Past performance is not indicative of, and is no guarantee of, future results. Any figures presented on this website — including capital consulted, assets across partner platforms, transaction volume, and number of manager relationships — are cumulative, historical, and descriptive of activity across multiple entities, funds, and time periods. They are not a track record of investment returns, are not audited, and should not be relied upon as a projection or forecast of the performance of any fund or investment.

Aggregate figures may include capital raised or advised by third parties, capital committed but not deployed, and assets held by entities in which Pierson Equity Group holds a minority or non-controlling interest. Figures are approximate, calculated as of the date indicated where applicable, and are subject to change without notice.

05

Forward-Looking Statements

This website may contain forward-looking statements — including statements regarding strategy, targets, pipeline, market conditions, and anticipated outcomes — that are based on beliefs, assumptions, and expectations as of the date made. Words such as "expect," "target," "anticipate," "believe," "intend," "may," and similar expressions are intended to identify such statements.

Forward-looking statements are subject to significant known and unknown risks, uncertainties, and contingencies, many of which are outside the firm's control. Actual results may differ materially. Pierson Equity Group undertakes no obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise.

06

Nature of Our Business and Conflicts of Interest

Pierson Equity Group provides strategic advisory and capital formation support to investment management companies and, in connection with that work, may receive equity or profit interests in the general partner or management company of the platforms it supports. In limited circumstances, a retainer or fee arrangement may also apply.

As a result, the firm and its principals may hold economic interests in the managers, platforms, and funds described on this website. These interests create actual and potential conflicts of interest, including incentives to describe such platforms favorably. Statements on this website concerning partner platforms should be read with that economic interest in mind, and should not be treated as independent or objective research.

Pierson Equity Group is not a registered investment adviser, broker-dealer, municipal advisor, or placement agent, and does not provide brokerage services or receive transaction-based compensation for the sale of securities. The firm does not provide legal, tax, or accounting advice.

07

Confidential and Unnamed Opportunities

Certain platforms are identified on this website by project codename only. Those references are intentionally non-specific, do not name the issuer or the security, and are not an offer, solicitation, or invitation with respect to any such opportunity. Further information regarding those platforms is disclosed only under confidentiality and only to persons with whom an appropriate relationship exists.

08

Third-Party Content, Logos, and Links

References to third-party platforms, managers, events, publications, or organizations — including names, logos, photographs, and event footage — are used for identification and illustrative purposes only. Their use does not imply endorsement, sponsorship, affiliation, or any recommendation by or of those parties, except where an existing relationship is expressly described.

This website may contain links to third-party websites. Pierson Equity Group is not responsible for the content, accuracy, availability, or privacy practices of any third-party site.

09

Accuracy, Jurisdiction, and Use

Information on this website is believed to be reliable when published but is provided "as is" without warranty of any kind, express or implied. Content may be changed, supplemented, or removed at any time without notice, and may not be current as of the date you access it.

This website is directed to persons in jurisdictions where its contents may lawfully be provided. It is not directed to any person in any jurisdiction where publication or availability would be contrary to local law or regulation. Persons who access this website are responsible for compliance with applicable local law.

To the fullest extent permitted by law, Pierson Equity Group and its principals, employees, and affiliates disclaim liability for any direct, indirect, incidental, or consequential loss arising from use of, or reliance on, information contained on this website.

Questions regarding these disclosures may be directed to dan@piersonequitygroup.com.

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