Disclosures

KIV Capital is a private strategic vehicle with two distinct activities: (1) consulting on experienced projects, providing company leakage analysis, and connecting insurance-based organizations with verticals they need; and (2) deploying its own proprietary family capital where opportunity is otherwise overlooked — across real estate, public equities, and alternatives. This capital activity is an internal financial overview and deployment vehicle, not a public fund or advisory service. KIV Capital is not a registered investment adviser, broker-dealer, financial planner, or financial institution of any kind. KIV Capital does not provide investment advisory, wealth management, or financial planning services to any third party, individual, or entity. Licensed agents and agencies introduced through KIV are independent and make their own business decisions and implementations. KIV facilitates introductions only and does not direct, supervise, or control the activities of any licensed agent or agency.

KIV Capital does not manage, hold, accept, administer, or deploy funds on behalf of any outside investors, private parties, unrelated third parties, or external fund vehicles of any kind. All capital deployed by KIV Capital is proprietary to the firm and its principals, including capital held within private family funds and related family-controlled entities. KIV Capital is not a fund manager, general partner, investment manager, custodian, or fiduciary for any capital that is not its own. Nothing on this website should be construed as an invitation, offer, or solicitation to invest capital with KIV Capital.

KIV Capital is not a registered investment adviser under the Investment Advisers Act of 1940 or any applicable state law, and does not hold itself out as providing investment advisory services of any kind. KIV Capital does not provide investment advice, portfolio management, financial planning, or any other advisory service to any third party, individual, family, trust, or entity. No information on this website constitutes investment advice or a recommendation to buy, sell, or hold any asset.

Licensed insurance agents and licensed agencies that KIV Capital may introduce, refer, or connect with other parties are independent contractors or independent businesses. They make their own business decisions, set their own policies and procedures, and are solely responsible for their own licensing compliance, client relationships, and business implementations. KIV Capital does not direct, supervise, control, or assume responsibility for the activities, representations, or omissions of any licensed agent or agency. Any introduction or connection facilitated by KIV Capital does not create an employment, agency, partnership, joint venture, or fiduciary relationship between KIV Capital and any licensed agent or agency.

Nothing contained on this website, in any materials published by KIV Capital, or in any communications from KIV Capital constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation with respect to any security, investment product, or investment strategy. Any such offer or solicitation, if made, would only be made pursuant to definitive offering documents and only to persons who meet applicable eligibility requirements under applicable law.

The information presented on this website is provided for general informational purposes only and does not constitute investment, legal, tax, accounting, or other professional advice. KIV Capital makes no representation that the information on this website is accurate, complete, or current. You should not rely on any information on this website in making any investment or financial decision. You should consult your own legal, tax, and financial advisers before making any investment decision.

This website may contain forward-looking statements, projections, estimates, and other statements about future events or performance. These statements are based on current expectations and assumptions and are subject to significant risks and uncertainties. Actual results may differ materially from those expressed or implied by such forward-looking statements. KIV Capital undertakes no obligation to update or revise any forward-looking statements.

Past performance of any investment, strategy, or portfolio described on this website is not indicative of future results. All investments involve risk, including the possible loss of principal. Real estate investments are subject to market risk, liquidity risk, interest rate risk, and other risks that may result in the loss of some or all of the capital invested. There is no guarantee that any investment objective will be achieved.

KIV Capital is not registered with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities regulator as an investment adviser, broker-dealer, or in any other capacity. The information on this website has not been reviewed or approved by any regulatory authority. KIV Capital does not hold itself out as providing regulated financial services of any kind.

Any information submitted to KIV Capital through this website or otherwise is subject to KIV Capital's Privacy Policy. KIV Capital does not sell or share personal information with third parties for marketing purposes. Inquiries submitted through this website are for informational purposes only and do not create any obligation, relationship, or agreement between the submitting party and KIV Capital.

This website is intended for informational purposes and is directed only to persons in jurisdictions where such information may be lawfully provided. The information on this website is not directed at, and should not be accessed by, persons in any jurisdiction where the provision of such information would be contrary to applicable law or regulation. KIV Capital makes no representation that the content of this website is appropriate or available for use in any particular jurisdiction.

KIV Capital reserves the right to modify, update, or supplement these disclosures at any time without prior notice. The most current version of these disclosures will be posted on this page. Your continued use of this website following any changes constitutes your acceptance of the updated disclosures.