Terms of Use

Access to this website is provided by Concourse Capital Management, LLC (“Concourse”) for informational purposes only. The publication of this website is limited to the dissemination of general information pertaining to the investment advisory services offered by Concourse to U.S. residents of those states where it is registered, notice filed, or qualifies for an exemption or exclusion from registration requirements. No portion of the commentary included herein is to be construed as a solicitation to effect transactions in securities or the provision of personalized investment, tax, or legal advice for compensation over the Internet. Any subsequent, direct communication by Concourse with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Concourse is an SEC registered investment adviser that maintains a principal place of business in the State of Georgia. Concourse and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Concourse maintains clients. Concourse may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption or exclusion from registration requirements. Additional information about Concourse is contained in the firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

Certain information contained on this website is derived from sources that Concourse believes to be reliable. However, Concourse does not guarantee the accuracy, completeness, or timeliness of such information and assumes no liability for any resulting damages.

Certain portions of Concourse’s website may contain a discussion of, and/or provide access to, Concourse’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Concourse or from any other investment professional.

Investing involves risks which may lead to losses, including loss of principal. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Furthermore, past performance is not a predictor of future results. Concourse does not make any representation that any of its investments on behalf of clients will or are likely to achieve returns similar to those shown in the performance results presented.

Concourse is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice. Any discussion of tax matters contained within this communication should not be used for the purpose of avoiding U.S. tax related penalties or promoting, marketing, or recommending to another party any transaction or matter addressed herein.

Each client and prospective client agrees as a condition precedent to his/her/its access to Concourse’s website, to release and hold harmless Concourse, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Concourse.

Concourse reserves the right to refuse its services to anyone, either current subscriber or potential subscriber, with or without any reason or for no reason.

Nothing contained herein constitutes an offer, solicitation or recommendation regarding any investment management product or service, or the offer to sell or the solicitation of an offer to buy any security; nor shall any such services be provided, or securities be offered or sold, in any jurisdiction in which such an offer, solicitation, provision or sale would be unlawful. All Site Content is subject to applicable statutes and regulations. This Site is published in the United States for residents of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this Site. U.S. investors are advised that not all investments or services described on this Site are available for sale in all states. Any potential investor should satisfy himself that an investment in any Concourse product is permissible under the rules and regulations of his or her domicile. The Site is not directed to any person in any jurisdiction where (by reason of that person’s nationality, residence or otherwise) the publication or availability of the Site is prohibited. Persons in respect of whom such prohibitions apply must not access the Site.

The information provided is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs or should seek such professional advice for their particular situation. Please refer to offering documents for further information concerning specific products.

Certain of the statements contained herein may be statements of future expectations and other forward-looking statements that are based on management’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. In addition to statements which are forward-looking by reason of context, the words “may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential, or continue” and similar expressions identify forward-looking statements.




Current regulations require financial institutions (including investment funds) to provide their investors with an initial and annual privacy policy notice describing the institution’s policies regarding the sharing of information about their investors. In connection with this requirement, we are providing this Privacy Policy Notice to each of our investors.

We do not disclose nonpublic personal information about our investors or former investors to third parties other than as described below. We collect information about you (such as name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us (such as subscription documents) and in the course of providing services to you. In order to service your account and effect your transactions, we may provide your personal information to our affiliates and to firms that assist us in servicing your account and have a need for such information, such as our prime broker, legal counsel, fund administrator, auditors, or accountants. Because this information is essential to Fund operations, you cannot opt out of our sharing of this information. We do not otherwise provide information about you to outside firms, organizations or individuals except as required or permitted by law. Any party that receives this information will use it only for the services required and as allowed by applicable law or regulation, and is not permitted to share or use this information for any other purpose.

Except in those limited situations, we will not make any disclosures of information to other companies who may want to sell their products or services to you without your consent. We hope that the use of your information will result in improved service and responsiveness, access to new service offerings and detection of unusual behavior to help prevent unauthorized transactions or fraud within your account. We reserve the right to change this privacy policy. The examples contained within this privacy policy are illustrations and they are not intended to be exclusive. This notice complies with Federal law and regulations adopted by the Securities and Exchange Commission regarding privacy.



In the ordinary course of doing business, and in order to provide customized services and products and improve the attractiveness of our website, Concourse Capital Management, LLC (“Concourse”) procures certain personal and non-personal information from clients and/or visitors to this website. We collect this data through information requests when a visitor registers, through “cookies” and through other web originated electronic forms of information tracking. Concourse is strongly committed to protecting the online privacy of all clients and/or visitors and any information collected. In accordance with the Privacy Act of 1974, the Gramm-Leach-Bliley Act and the subsequent Securities and Exchange Commission’s Privacy of Consumer Financial Information Regulations (Regulation S-P) and Regulation S-AM requirements, this web site uses standard encryption and password-protected protocols and Concourse has designed privacy control policies and procedures to seek to prevent (to the extent possible) unauthorized disclosure and/or use of all such information.

Cookies are small amounts of data that a website sends to a web browser on a visitor’s computer. Our cookies, or third-party service provider’s use of cookies, may help us to collect information about visitors to Concourse’s website, including date and time of visits, pages viewed, amount of time spent on our site, or general information about the device(s) used to access the site. Cookies also may be used for security purposes and to personalize your experience, such as customizing your screen layout. We do not intend to share personally identifiable information about visitors to our site with third-party service providers.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. If you refuse a cookie when on the Concourse website, or if you delete cookies, your user experience may be compromised. For example, you may not be able to sign in and access your account, or we may not be able to recognize your device or your online preferences.

Concourse aims, to the best of its abilities, to prevent third party access to any personally identifiable data gathered and will share such data only with select business affiliates, partners, vendors and other parties authorized to act on its behalf and on behalf of its clients and/or visitors after specific disclosure, subject to Concourse’s general privacy policy. All such groups and individuals will generally be bound by similar confidentiality agreements prior to Concourse releasing any information.

Occasions may arise wherein the Concourse website may include links to unaffiliated third party web sites. These transfers are generally provided as a convenience to clients and/or visitors and should not be construed as part of the Concourse organization. Concourse cannot guarantee or be held responsible for any personal or non-personal information transported by the client through any such links. Although Concourse aims to limit linking to reputable sites, Concourse does not review or control other sites and makes no representation that those sites are competent, experienced or compliant with current industry and government regulations.

Concourse reserves the right to change this statement at any time. Although Concourse will make every attempt to prevent the unauthorized use of client and/or visitor information, it can make no guarantees. This privacy policy is not intended to, and does not create any contractual or other legal rights in or on behalf of any party.