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The information on this website is intended for institutional investors and/or consultants to institutional investors. It is published for informational purposes only. If you do not qualify as an institutional investor or consultant, the information shown on this site may not be relevant or appropriate for you.
The term “institutional account” shall mean the account of:
(1) a bank, savings and loan association, insurance company, or registered investment company;
(2) an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions); or
(3) any other person (whether a natural person, corporation, partnership, trust, or otherwise) with total assets of at least $50 million.
The term “institutional investor” means any:
(A) person described above, regardless of whether the person has an account with a member;
(B) governmental entity or subdivision thereof;
(C) employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
(D) qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
(E) member or registered person of such a member; and
(F) person acting solely on behalf of any such institutional investor.
There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and
Zevenbergen Capital Investments LLC Terms of Use and Privacy Policy
