Disclosures
Effective date forthcoming
Lodgepole Capital operates under a deliberate regulatory and disclosure framework. This page summarises the disclosures we extend to investors and qualified parties.
Accredited investor status
Lodgepole Capital works with accredited investors as defined by SEC Regulation D and with qualified purchasers as defined by the Investment Company Act of 1940. Specific investment opportunities may be limited to one or both categories.
Forward-looking statements
Statements regarding expected investment outcomes are forward-looking and subject to risk and uncertainty. Past performance is not indicative of future results. Investments involve risk, including potential loss of principal.
Fee disclosure
Lodgepole Capital's standard compensation structure is disclosed in writing before any engagement begins are charged. Specific fee terms vary by engagement and asset profile.
1031 exchange disclosures
Lodgepole Capital does not provide tax or legal advice. §1031 exchange transactions require coordination with a qualified intermediary and the investor's tax counsel. Eligibility, structure, and outcomes depend on the investor's specific circumstances.
Brokerage disclosures
Where Lodgepole Capital or affiliated entities act in a brokerage capacity, licensed entities operate in the states in which we transact. License numbers and designated brokers are available on request.
Conflicts & disclosures
Conflicts of interest, fee arrangements, and material relationships are disclosed in writing before any engagement. Where conflicts cannot be eliminated, they are managed under written policy and disclosed to affected investors.
Inquiries
Compliance and disclosure inquiries may be addressed to info@lodgepolecap.com.