Important • Disclosures

Kuleana Capital Management LLC is a registered investment advisor in the Commonwealth of Virginia and the State of New York. Please click the following links to review our ADV Part 2 and Privacy Policy. We include other important disclosures and notices below. Please contact us with any questions.

Kuleana Capital Management ADV Part 2
Privacy Policy

Other Disclosures and Legal Disclaimer

Investment Advisory Services offered through Kuleana Capital Management LLC, a Registered Investment Advisor.

Investing in securities involves risk of loss that clients should be prepared to bear. Past results are no indication of future performance. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that your investment will be profitable. Investing internationally carries additional risks such as differences in financial reporting, currency exchange risk, as well as economic and political risk unique to the specific country. This may result in greater share price volatility.

The firm may engage in short selling on behalf of client accounts. Short selling allows the investor to profit from declines in market prices to the extent such declines exceed the transaction costs and the costs of borrowing the securities. A short sale creates the risk of an unlimited loss, as the price of the underlying security could theoretically increase without limit, thus increasing the cost of buying those securities to cover the short position. There could be no assurance that the securities necessary to cover a short position will be available for purchase. Purchasing securities to close out the short position can itself cause the price of the securities to rise further, thereby exacerbating any loss.

Website Disclaimer

This website is for informational purposes only. Nothing contained herein is to be considered a solicitation, research material, an investment recommendation or advice of any kind except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Kuleana Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.

There are no warranties, expressed or implied, as to accuracy, completeness or results obtained from any information posted on this or any ‘linked’ website.

All domestic and international rights are reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format – electronic, print, et al. – without written consent from Kuleana Capital Management LLC.