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Policies & Agreements

Privacy Policy

Information about how Mercuri collects, uses, and protects personal data from website visitors and investors.

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Terms of Use

Terms governing use of Mercuri website and services. Please review before accessing site content.

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Investor Disclosures

Important disclosures for qualified investors regarding fund structure, risks, and key terms.

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Form ADV

SEC Form ADV disclosure documents. Contact investor relations for complete filing information.

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Compliance & Governance

Regulatory Compliance

Mercuri maintains compliance with all applicable federal and state securities regulations, investment advisor regulations, and fund governance requirements.

  • • SEC Investment Advisers Act Compliance
  • • State Securities Regulations
  • • Anti-Money Laundering (AML) Procedures
  • • Know Your Customer (KYC) Policies

Governance Standards

Institutional-grade governance structures ensure transparent fund operations and proper investor protections.

  • • Independent Compliance Officer
  • • Investor Advisory Committee
  • • Annual Independent Audits
  • • Quarterly Reporting & Performance Analytics

Important Disclaimers

This website and all information contained herein are intended for informational purposes only and do not constitute an offer to sell or solicitation of an offer to buy any securities or investment products.

Mercuri Investment Firm is an institutional asset management platform. All fund offerings are restricted to qualified investors as defined by applicable securities regulations. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal.

For complete information regarding fund structure, risks, fees, and investment terms, please refer to fund offering documents and investor disclosures available to qualified investors upon request.