Terms of Service & Privacy

Terms of service

This site and all the information contained herein are general and/or educational in nature. Individuals should consult an investment advisor before making any investment decisions. By using the site, I agree to the applicable terms for Financial Intermediaries, Institutional Investors, and Individuals.

This site has been created for exclusive use by institutional investors only and does not take into account the investment objectives, financial situation, or specific needs of any individual investor. Information from this site should not be the sole basis for any investment decision. 

Past performance is not a guarantee of future performance. All investments involve some degree of risk including loss of principal. Investment objectives may not be met.

By agreeing you are confirming you are being truthful, acknowledging you have read the information above and accept the terms and conditions set out with this site, and meeting the intended audience requirement for this site. Not all content on this site is appropriate or applicable to the general public and we cannot guarantee consequences with the use of this information by unauthorized or unintended users. Content on this site may not be redistributed and is for informational purposes only and does not constitute investment advice or provide a solicitation of an offer to buy any security.

Privacy Policy

Advaita Capital, LLC (and its affiliated investment advisers and funds) considers your privacy our utmost concern. In order to provide you with individualized service, we collect certain nonpublic personal information about you from information you provide on applications or other forms (such as your address and social security number), and information about your account transactions with us (such as purchases, sales and account balances). We may also collect such information through your account inquiries by mail, email, telephone, or website.

We do not disclose any nonpublic personal information about you to anyone, except as permitted by law. So that we may continue to offer you Advaita Capital, LLC products and services that best meet your investing needs, and to effect transactions that you request or authorize, we may disclose the information we collect, as described above, to companies that perform administrative or marketing services on our behalf, such as transfer agents, or printers and mailers that assist us in the distribution of investor materials. These companies will use this information only for the services for which we hired them and are not permitted to use or share this information for any other purpose.

If you decide at some point either to close your account(s) or to become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice.

About our internal security procedures, we restrict access to your personal and account information to those employees who need to know that information to service your account. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.