READ

Latest Policy

READ

Latest Policy

READ

Latest Policy

Privacy Policy

Updated Date: Jan 12, 2024, 12:00 AM

Introduction

Morgan Edge LLC ("Morgan Edge," "we," "our," or "us") maintains strict confidentiality standards for the protection of our institutional and ultra-high-net-worth clients. This Privacy Policy outlines our information practices.

Information Collection

Client Information

  • Personal identification information

  • Financial status and investment history

  • Source of funds documentation

  • Tax identification details

  • Investment objectives and preferences

  • Accreditation status

  • Corporate or trust documentation

Technical Information

  • Website access patterns

  • IP addresses

  • Device information

  • Encrypted session data

Information Usage

Primary Purposes

  • Investment management services

  • Due diligence processes

  • Regulatory compliance

  • Risk assessment

  • Portfolio management

  • Client communications

  • Transaction processing

Regulatory Compliance

  • Anti-money laundering (AML) verification

  • Know Your Client (KYC) requirements

  • SEC reporting obligations

  • Tax reporting requirements

Information Protection

Security Measures

  • Enterprise-grade encryption

  • Multi-factor authentication

  • Secure data centers

  • Regular security audits

  • Access controls

  • Employee confidentiality agreements

Data Retention

We retain information as required by:

  • SEC regulations

  • Federal securities laws

  • Internal compliance policies

  • Contractual obligations

Information Sharing

Limited Disclosure

Information is shared only with:

  • Fund administrators

  • Auditors

  • Legal counsel

  • Regulatory authorities

  • Banking partners

  • As required by law

No Commercial Sharing

We do not:

  • Sell client information

  • Share data for marketing purposes

  • Distribute contact lists

  • Exchange client details with third parties

Terms and Conditions

1. Website Access

1.1 Qualified Investors

Access to detailed investment information is restricted to:

  • Qualified Purchasers

  • Accredited Investors

  • Institutional Investors As defined under federal securities laws.

1.2 Non-Solicitation

Website content does not constitute:

  • An offer to sell securities

  • A solicitation of an offer to buy securities

  • Investment advice

  • A recommendation to invest

2. Confidentiality

2.1 Proprietary Information

All content is proprietary to Morgan Edge and protected by law.

2.2 Non-Disclosure

Users agree to maintain confidentiality of all information accessed.

3. Investment Terms

3.1 Minimum Investment

$5 million initial investment minimum, subject to adjustment.

3.2 Documentation

Investment requires:

  • Subscription agreement

  • Operating agreement

  • Investor qualification documentation

  • KYC/AML verification

4. Disclaimers

4.1 Past Performance

Historical returns do not guarantee future results.

4.2 Investment Risks

All investments involve substantial risk of loss.

5. Governing Law

5.1 Jurisdiction

These terms are governed by Washington State law.

5.2 Venue

Exclusive jurisdiction in Seattle, Washington.

Contact Information

Morgan Edge LLC
Seattle, WA 98001
Email: team@morgan-edge.com
Website: https://www.morgan-edge.com

Regulatory Information

Morgan Edge LLC is an SEC-registered investment advisor. Registration does not imply a certain level of skill or training.