Disclosure Information

©2024 5C Investment Partners LLC, together with its affiliates or advised funds, including: 5C Investment Partners LP, 5C Investment Partners Advisor LLC, an SEC registered investment adviser and 5C Lending Partners Advisor LLC, an SEC registered investment adviser are collectively doing business as and referred to as “5C Investment Partners”, or “5C” including “we,” “us,” or “our”. Registration with the SEC is not an endorsement of any product or service and does not certify any level of skill or training. Advisory services and securities are only offered by authorized entities and within authorized jurisdictions.

This website does not constitute tax, legal, or investment advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product issued by any fund, or other pooled investment vehicle, including business development companies, sponsored by 5C (each, a “Fund”). It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, including but not limited to any risks associated therewith and any related legal, tax, accounting, or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed to their specific portfolio or situation, prospective investors are encouraged to consult with the professional advisor of their choosing.

Unless otherwise specified, the information reported herein is as of the date created, and such information does not reflect any information, circumstances, or occurrences after such date. Neither 5C nor any of its affiliates has any obligation to update the information contained herein. Recipients should not rely on this material in making any future investment decision.

Certain information contained herein, particularly in respect of economic, market and performance data, has been obtained from, or is based on or derived from information provided by or prepared by third parties. While these third party sources are believed to be reliable, 5C, its affiliates and their respective partners, members, employees, officers, directors, agents and representatives have not independently verified and are not responsible for any inaccuracies, omissions and dated information contained in such information and make no representation or warranty, express or implied, with respect to the accuracy, fairness, reasonableness or completeness of any of the information contained herein (including but not limited to information obtained from third parties), and expressly disclaim any responsibility or liability therefor. The inclusion of any third-party firm and/or company names, brands and/or logos does not imply any affiliation with or endorsement by such firms or companies.

Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results, or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance, or a representation as to the future.

Any historical information set forth herein of a 5C team member’s investment or operational experience prior to the formation of 5C has been included to provide an illustration of the nature of certain 5C personnel’s professional experience, contribution to such organization (including, with regards to personnel with investment-focused roles, any the financial returns made from such investments), but should not be understood as 5C’s investment experience or be relied upon in connection with any investment or other related decision.

Past performance of any security is not an indicator or guarantee of future results. Risk is inherent in all investing. Investments discussed herein are speculative and involve significant risks, including the loss of the entire investment. There can be no assurance that 5C will be able to implement its investment strategy, achieve its investment objectives or avoid substantial losses. There can be no assurance any historical trends identified herein will continue. 5C is a newly organized entity that has no prior operating history, and its initial team is newly assembled. Consequently, 5C does not have a performance track record nor have any investment experience as a firm, which means that prospective investors have a limited basis on which to judge the effectiveness of the 5C investment team.

Risks Related to Private Credit. Investments or Advisory services discussed herein may include investing in private credit through private placements offered to accredited investors. Such placements are controlled by the Private Placement Memorandum (PPM) and other fund documents which control over all other representations herein. The investments and services discussed here may incur various risks based on the business structure, business plan, market conditions and other factors. These risks are more thoroughly discussed in the PPM, but generally include: lack of transferability; No market exists and may not exist in the future; We generally will not control the business operations of our portfolio companies; Due to the illiquid nature of our holdings in our portfolio companies, we may not be able to dispose of our interests in our portfolio companies; We may borrow money, which may magnify the potential for gain or loss and may increase the risk of investing in us; We are exposed to risks associated with high rates of inflation; We are exposed to risks associated with changes in interest rates; We may enter into total return swaps that would expose us to certain risks, including market risk, liquidity risk and other risks similar to those associated with the use of leverage.