Disclosures
Contents
- Website & General Disclaimer
- RIA Registration & Regulatory Status
- Investment Risk Disclosure
- No Offer / Confidentiality Notice
- Past Performance Disclaimer
- Forward-Looking Statements
- 506(c) Accredited Investors Only
- Fiduciary Duty Statement
- Tax & Legal Advice Disclaimer
- Third-Party Content & Links
- Privacy & Data Notice
- Form ADV Part 2A
Website & General Disclaimer
Innovative Private Wealth Management is a registered investment adviser. This website is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy any security. All investments involve risk, including the loss of principal. Past performance does not guarantee future results. Information on this website is subject to change without notice. Please review our Form ADV Part 2A for complete information about our services, fees, and conflicts of interest. | Proprietary & Confidential
RIA Registration & Regulatory Status
Innovative Private Wealth Management is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. A copy of our current written disclosure brochure (Form ADV Part 2A), discussing our business practices, fees, and conflicts of interest, is available upon request.
Registration with the SEC does not constitute an endorsement by the SEC or any state securities regulator. The firm conducts business only in states where it is properly registered, notice-filed, or exempt from registration.
Investment Risk Disclosure
RISK DISCLOSURE: Investing in private equity and alternative investments involves a high degree of risk, including the risk of loss of the entire amount invested. Past performance is not indicative of future results. There is no guarantee that any investment strategy will achieve its objectives. Private investments are illiquid and there is no secondary market for interests in the Fund. Investors should be prepared to hold their investment for the full term of the Fund. This material is not an offer to sell securities and is not soliciting an offer to buy securities in any jurisdiction where such an offer or solicitation is not authorized or in which the person making such offer or solicitation is not qualified to do so.
No Offer / Confidentiality Notice
This material is furnished on a confidential basis for informational purposes only to a limited number of qualified recipients and may not be reproduced, distributed, or used for any other purpose. It does not constitute an offer to sell, or a solicitation of an offer to buy, any security or investment product. Any such offer will only be made through the Fund's Private Placement Memorandum and related subscription documents, which should be read in full before any investment decision is made.
Past Performance Disclaimer
PAST PERFORMANCE: Any performance data referenced herein reflects past performance of prior investments and is not a guarantee or indication of future results. Returns shown may be gross of fees and expenses. Net returns to investors will be reduced by management fees, carried interest, fund expenses, and other charges, which may be substantial. Any projected returns are hypothetical, are not guaranteed, and are subject to inherent limitations.
Forward-Looking Statements
FORWARD-LOOKING STATEMENTS: Certain statements contained in this document constitute forward-looking statements. Forward-looking statements include any statements that address activities, events, or circumstances that the Fund expects, believes, or anticipates will or may occur in the future. These statements involve known and unknown risks, uncertainties, and other factors that may cause the Fund's actual results to differ materially from those implied by the forward-looking statements. Innovative Private Wealth Management assumes no obligation to update or revise these statements.
506(c) — Accredited Investors Only
The following disclosure applies to all materials distributed in connection with fund offerings made under Rule 506(c) of Regulation D, including Innovative Development Funds SPC Ltd. (Infra A) and Innovative Development Funds LLC (Infra II Series).
ACCREDITED INVESTORS ONLY: The interests described herein are being offered pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933, as amended. This offering is available only to accredited investors as defined in Rule 501(a) of Regulation D. Innovative Private Wealth Management is required by law to verify the accredited investor status of all prospective investors through reasonable steps including, but not limited to, review of IRS tax forms, financial statements, letters from licensed attorneys or CPAs, or written confirmation from registered broker-dealers. Self-certification of accredited investor status is NOT sufficient for this offering. Interests have not been registered under the Securities Act of 1933 or any state securities laws.
Fiduciary Duty Statement
As a registered investment adviser, Innovative Private Wealth Management acts as a fiduciary to its advisory clients. This means the firm has a fundamental obligation to act in the best interests of its clients and to provide investment advice in clients' best interests. The firm owes its clients a duty of undivided loyalty and utmost good faith, and must make full and fair disclosure of all material facts to its clients and prospective clients. Alternative investments are speculative and involve a high degree of risk. Investors could lose all or a substantial portion of their investment.
Tax & Legal Advice Disclaimer
Nothing contained on this website or in any marketing material distributed by Innovative Private Wealth Management constitutes tax, legal, accounting, or regulatory advice. The information provided is general in nature and is not tailored to the specific circumstances of any individual. All prospective investors should consult with their own qualified tax advisors, attorneys, and financial advisors before making any investment decision or engaging in any transaction, including but not limited to 1031 exchanges, Delaware Statutory Trust structures, or any other tax-advantaged investment strategy.
Third-Party Content & External Links
Hyperlinks on this website to third-party websites are provided as a convenience only. Innovative Private Wealth Management does not endorse, control, or guarantee the accuracy, completeness, or timeliness of any third-party content. We cannot be held responsible for information, services, or products found on websites linked to ours. Accessing third-party websites is done at your own risk. Information presented on this website is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.
Privacy & Data Notice
Innovative Private Wealth Management collects personal information (including name, email address, and phone number) submitted through this website solely for the purpose of responding to inquiries and providing information about our services. We do not sell or share personal information with unaffiliated third parties for marketing purposes. Information submitted through contact forms may be used to contact you with firm communications. You may opt out of such communications at any time. For complete information regarding our data practices, please review our Privacy Policy.
Form ADV Part 2A — Brochure
A copy of Innovative Private Wealth Management' current Form ADV Part 2A (Firm Brochure), which describes our business practices, investment strategies, fees, conflicts of interest, and disciplinary history, is available upon request at no charge. To request a copy, please contact us at 914-427-8036 or through our Contact page. The Form ADV Part 2A is also available on the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov.