Coastal Bend OZ Fund, LLC (“CBOZ”) is not a registered broker, dealer, investment advisor, investment manager or registered funding portal. All offers and sales of any securities will be made only to Accredited Investors, which for natural persons, are investors who meet certain minimum annual income or net worth thresholds or hold certain SEC approved sertifications. Any securities that are offered, are offered in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506C of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act.
The SEC has not passed upon the merits of, or given its approval to any securities offered by CBOZ, the terms of the offering, or the accuracy of completeness of any offering materials. Any securities that are offered by CBOZ are subject to legal restrictions on transfer and resale and investors should not assume they will be able to resell any securities offered by CBOZ. Full disclosure.
Investing in securities involves risk, and investors should be able to bear the loss of their investment. Any securities offered by CBOZ are not subject to the protections of the Investment Company Act.
Any performance data shared by CBOZ represents past performance and past performance does not guarantee future results. Neither CBOZ nor any of its funds are required by law to follow any standard methodology when calculating and representing performance date and the performance of any such funds may not be directly comparable to the performance of other private or registered funds.
This website includes historic results of certain investments made by the principals of CBOZ; however, past performance is no guarantee of future results. Investors are advised that any investment with CBOZ may experience different results from those shown. All investments offered by CBOZ involve risk and may result in loss.
The website and its downloadable materials may contain forward-looking statements. You should not rely upon forward-looking statements as predictions of future events. These statements involve known and unknown risks, uncertainties, and other factors that may cause an investment’s actual results to be materially and adversely different from those expressed or implied by these forward-looking statements.
The information on this website contains a summary of the purpose and principal business terms of the investments offered by CBOZ. This summary does not purport to be complete and is qualified in its entirety by reference to the more detailed discussion contained in the actual text of the definitive documentation regarding such investment. Further, the overviews presented on the website do not constitute an offer to sell or a solicitation of an offer to make an investment. No such offer or solicitation will be made prior to the delivery of definitive documentation relating to such investment. The information on this website does not constitute an offer of, or the solicitation of an offer to buy or subscribe for, any securities to any person in any jurisdiction to whom or in which such offer or solicitation is unlawful.
Before making an investment decision with respect to any offering, potential investors are advised to carefully read the related subscription and offering memorandum documents and to consult with their tax, legal and financial advisors. CBOZ does not give investment advice or recommendations regarding any offering posted on the website.