Financial Disclosures

Lumivex strategies in gold, real estate, agriculture, and related real assets are designed for investors seeking long-term growth, diversification, and transparent portfolio oversight across changing market conditions.

Content on Lumivex websites, presentations, and marketing materials is provided to help investors understand our strategies, process, and reporting. An advisor will confirm the right next steps for your goals.

• A formal client relationship begins when confirmed in a written agreement.
• Illustrative projections, yields, and IRRs are planning examples to support discussion with your advisor.
• Strategy availability is confirmed based on eligibility, residency, and investor profile.
• Tax treatment varies by jurisdiction; please consult your tax advisor for personal guidance.

Lumivex Capital Partners operates through regulated entities in applicable jurisdictions. Registration status, permissions, and supervisory authorities vary by entity and location.

Specific registration numbers, licenses, and supervisory contacts are provided in product offering documents and client agreements. This page is a summary only.

Our compliance framework is designed to uphold market integrity, client protection, and regulatory obligations across the investment lifecycle.

Intellectual property

All trademarks, logos, text, graphics, and software on Lumivex properties are owned by Lumivex or its licensors and may not be used without prior written consent.

Limitation of liability

To the fullest extent permitted by law, Lumivex and its affiliates disclaim liability for indirect, incidental, consequential, or punitive damages arising from use of our websites or reliance on publicly available materials, except where such exclusion is prohibited.

Forward-looking statements

Statements regarding future events, markets, or strategy performance reflect our forward outlook and are updated as opportunities and market conditions evolve.

Governing law

Unless otherwise stated in a client agreement, disputes related to public website materials are governed by the laws specified in our Terms of Service.

Fees reduce net returns. Exact schedules depend on strategy, share class, ticket size, and jurisdiction. Full fee disclosure is provided before investment and in governing documents.

*Illustrative only. Not a quote. Actual fees are set forth in offering documents and may be higher or lower.

• Model and historical examples are shared for educational comparison.
• “Target,” “expected,” or “illustrative” returns support planning conversations with your advisor.
• Benchmark comparisons are shown to provide useful market context.
• Where gross returns are shown, net figures after fees are available on request.

Depending on product structure and jurisdiction, investors may benefit from one or more of the following protections: