Additional
information

FIRST NAME*
FIRST NAME*
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EMAIL ADDRESS*
EMAIL ADDRESS*
LAST NAME*
LAST NAME*
PHONE NUMBER*
PHONE NUMBER*

Which of the following best describes you?

Your investment experience

To understand where you may benefit most from our advice
Estimate your total net worth
Select
Describe your current financial exposure to the following types of investments:
Digital Assets
(e.g. Bitcoin, Ethereum, DeFi Tokens, etc.)
Select
Venture Funds with Exposure to Digital Assets/Web3
Select
Hedge Funds with Exposure to Digital Assets/Web3
Select
Non-Crypto-Focused Alternative Investments
(e.g. Traditional Private Equity, Venture Capital, and Hedge Funds)
Select
Traditional Equity & Fixed Income Investments
Select
<$1MM
$1—10MM
$10MM+
Prefer not to say
None, but I’m interested in adding
None, and I’m not interested
Digital Assets
(e.g. Bitcoin, Ethereum, DeFi Tokens, etc.)
Venture Funds with Exposure to Digital Assets/Web3
Hedge Funds with Exposure to Digital Assets/Web3
Non-Crypto-Focused Alternative Investments
(e.g. Traditional Private Equity, Venture Capital, and Hedge Funds)
Traditional Equity & Fixed Income Investments

Your investment mandate

To best ascertain your needs and serve them
Select the options that best represents your Liquidity Needs
Select
Select the option that best represents your Investment Risk Tolerance
Select the options below that best represents your Investment Objectives
Please list any other information (e.g. investment restrictions) you would like the advisor to be aware of
Thank you!
A member of our Advisory team will be in touch with you soon.
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