Disclosures

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Website & General Disclaimer

Required — All Public Web Pages

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


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RIA Registration & Regulatory Status

SEC Marketing Rule — Required on All Materials

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.


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Investment Risk Disclosure

Standard Risk Disclosure — Required on All Materials

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.


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No Offer / Confidentiality Notice

Required on All Fund Marketing Materials

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.


5

Past Performance Disclaimer

Required Whenever Performance Data Is Referenced

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.


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Forward-Looking Statements

Required Wherever Projections or Future Expectations Are Described

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.


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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).

506(c) Accredited Investors Only Legend

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.


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Fiduciary Duty Statement

Investment Advisers Act of 1940 — Section 206

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.


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Tax & Legal Advice Disclaimer

All Materials — No Tax or Legal Advice

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.


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Third-Party Content & External Links

Website — Third-Party 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.


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Privacy & Data Notice

Website — Data Collection

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.


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Form ADV Part 2A — Brochure

Available Upon Request

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.

Legal & Disclosures

This page contains important legal and regulatory information, including disclaimers, privacy policies, and other relevant documents. It is essential for compliance and transparency with clients and potential clients. This page is crucial for maintaining the firm’s legal and ethical standing.

Investment Advisers Are Fiduciaries

As an investment adviser, you are a “fiduciary” to your advisory clients. This means that you have a fundamental obligation to act in the best interests of your clients and to provide investment advice in your client’s best interests. You owe your clients a duty of undivided loyalty and utmost good faith. You should not engage in any activity in conflict with the interest of any client, and you should take the steps reasonably necessary to fulfill your obligations. You must employ reasonable care to avoid misleading clients and you must provide full and fair disclosure of all material facts to your clients and prospective clients. Generally, facts are “material” if a reasonable investor would consider them to be important. Alternative investments are speculative and involve a high degree of risk. Investors could lose all or a substantial portion of their investment. Alternative investments are generally illiquid and may utilize highly speculative investment strategies. If you do not avoid a conflict of interest that could impact the impartiality of your advice, you must make full and frank disclosure of the conflict. You cannot use your clients’ assets for your own benefit or the benefit of other clients, at least without client consent. Departure from this fiduciary standard may constitute “fraud” upon your clients (under Section 206 of the Advisers Act).

Disclosure

Innovative Private Wealth Management, Inc. is registered with the SEC. The firm only conducts business in states where it is properly notice filed or is excluded from such filing requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

Information presented is believed to be current. It should not be viewed as personalized investment advice. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal, estate planning, or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There are no assurances that a client’s portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses. Insurance product guarantees are subject to the claims-paying ability of the issuing insurance company.