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Which of the following best describes you?

Single-Family Office

(includes Individual Investors)

Single-Family Office

Institutional Investor

(includes Foundations/Endowments/Pensions)

Institutional Investor

Multi-Family Office

(includes RIAs/Wealth Managers)

Multi-Family Office

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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.)

Radio 2

Venture Funds with Exposure to Digital Assets/Web3

Radio 2

Hedge Funds with Exposure to Digital Assets/Web3

Radio 2

Non-Crypto-Focused Alternative Investments

(e.g. Traditional Private Equity, Venture Capital, and Hedge Funds)

Radio 2

Traditional Equity & Fixed Income Investments

Radio 2

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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

Conservative

Conservative: I want to preserve my initial principal in this account, with minimal risk, even if that means this account does not generate significant income or returns and may not keep pace with inflation.

Radio 3

Moderately Conservative

Moderately Conservative: I am willing to accept low risk to my initial principal, including low volatility, to seek a modest level of portfolio returns.

Radio 3

Moderate

Radio 3

Moderate: I am willing to accept some risk to my initial principal and tolerate some volatility to seek higher returns, and understand I could lose a portion of the money invested.

Moderately Aggressive

Radio 3

Moderately Aggressive: I am willing to accept high risk to my initial principal, including high volatility, to seek high returns over time, and understand I could lose a substantial amount of the money invested.

Significant Risk

Radio 3

Significant Risk: I am willing to accept maximum risk to my initial principal to aggressively seek maximum returns, and understand I could lose most, or all, of the money invested.

Select the options below that best represents your Investment Objectives

Access to and diligence on Web 3-focused venture capital and hedge fund investments

Radio 3

Access to and diligence on direct investments in early-stage, Web3-focused private companies

Radio 3

Access to and diligence on direct investments in early-stage, Web3-focused private companies

Construction and active monitoring of a customized SMA portfolio of high-quality digital assets

Radio 3

Construction and active monitoring of a customized SMA portfolio of high-quality digital assets

Yield generating crypto investments

Radio 3

Yield generating crypto investments

Crypto-Collateralized Financing Solutions

Radio 3

Crypto-Collateralized Financing Solutions

NFT curation and management

Radio 3

NFT curation and management

Non-crypto alternative investments

Radio 3

Non-crypto alternative investments

Please list any other information (e.g. investment restrictions) you would like the advisor to be aware of

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Additional information

Which of the following best describes you?

Your investment experience

Your investment mandate

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information