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Terms Of Use

Pendlebury Hall Advisors, LLC (“Pendlebury Hall Advisors”, “we” or “our”) provides the content on this website subject to the following terms and conditions (“Terms”).  By accessing and using this website, you agree to these Terms listed below. We may periodically change the Terms without prior notice. These Terms were last updated on February 27, 2024. For an explanation of our practices and policies related to the collection, use, and storage of our users’ information, please read our Privacy Policy.

Copyrights

All content and functionality on the website, including text, graphics, logos, icons, images, and videos and the selection and arrangement thereof, in addition to any concepts, facilitated-learning, tools, frameworks, software, applications or other technology, algorithms, models, processes, and industry perspectives underlying or embedded in the foregoing, along with any enhancements to or related works thereof is the exclusive property of Pendlebury Hall Advisors or its licensors and, to the extent applicable, is protected by US and international copyright laws. Neither the website site content nor functionality of the website, may be copied, reproduced, modified, altered (including the removal or disabling of any security or technological safeguards, disclaimers, or legends) uploaded, published, uploaded, posted, transmitted, or distributed in any way without our written permission. All rights not expressly granted are reserved.

Disclaimer

Nothing on this website including content and functionality, shall be deemed as Pendlebury Hall Advisors rendering advice or services to you. No site content is intended to serve or be deemed as providing investment, legal, tax, accounting or other regulated advice. We make no warranties, expressed or implied, as to the ownership, accuracy or adequacy of the website content.  We also do not warrant that the information on this website will be available at any particular time or location, or that this website is free of viruses or other harmful components.

Indemnification 

You hereby indemnify, defend, and hold harmless Pendlebury Hall Advisors and all of its officers and employees from and against any and all direct and indirect liability, expenses, costs, or other losses incurred by Pendlebury Hall Advisors in connection to any claims arising out of your use of this website and/or any breach by you of these Terms, including the representations, warranties and covenants you made, if any, by agreeing to these Terms.

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info@pendleburyhall.com

Pendlebury Hall Advisors, LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Pendlebury Hall Advisors, LLC is affiliated with Pendlebury Hall Securities, LLC.

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Securities are offered through Finalis Securities LLC Member FINRA/SIPC. Pendlebury Hall Securities LLC is not a registered broker-dealer, and Finalis Securities LLC and Pendlebury Hall Securities LLC are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck  | Finalis Form Customer Relationship Summary (“Form CRS”). https://www.pendleburyhalladvisors.com/ (the "Pendlebury Hall Advisors, LLC Website") is a website operated by Pendlebury Hall Advisors, LLC. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Pendlebury Hall Advisors, LLC and its affiliates along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current. Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS (link: https://www.finalis.com/regulatory-disclaimers?form-CRS) describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.

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www.pendleburyhalladvisors.com (the "Pendlebury Hall Advisors Website") is a website operated by Pendlebury Hall Advisors, LLC, a privately held State of Washington limited liability company. Pendlebury Hall Advisors, LLC and its affiliate, Pendlebury Hall Securities, LLC, provides capital advisory and investment banking services.

Pendlebury Hall Advisors, LLC, all rights reserved, ©2026

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