Disclaimer & Privacy


Treveri Capital LLC  is a California state registered investment advisor. Treveri Capital LLC may only transact business or render personalized investment advice in those states where registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements.

The purpose of this web site is to provide general information on our services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the internet. Any communications with prospective clients residing in states where Treveri Capital LLC and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Treveri Capital LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Treveri Capital LLC’s web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of Treveri Capital LLC’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Treveri Capital LLC’s (and those of other investment and non-investment professionals) recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current views. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Treveri Capital LLC, or from any other investment professional. Treveri Capital LLC is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

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

For information about Treveri Capital LLC’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available at www.adviserinfo.sec.gov and FINRA broker check.


We try to make our Privacy Policy easy to understand so that you are informed as to how we use your information. This Privacy Policy, like our Terms of Service, is an integral part of using our Service; therefore you must completely agree to our Privacy Policy in order to use our Site or Service. You must be 18 years or older to use our Site or Service, or at a minimum of 13 years of age with a parent’s permission. If you have not read our Terms of Service, please do so now. It goes together with our Privacy Policy like ads without ad protection, and if you read one but not the other, there is a good chance that the universe will implode, but Don’t Panic. Stuff You Have to Tell Us Identifying Information Submitted by You. You will not be required to submit any information when visiting our Site. However, in order to use some parts of our Site and Service you will be required to create an account. When creating an account we may collect your name, email address, DNA (don’t ask us why), and/or telephone number. When using our Service we may also collect information about your business or website and email lists. Non-Identifying Information Whenever you visit our Site, we may collect non-identifying information from you, such as your IP address, interactions with the Site and Service, location, referring URL, browser, operating system, cookie information, usage, geo, BioChronometrics, data transferred and Internet Service Provider. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, additional records from a third party such as your wireless provider or a guy who’s really good at interpreting the ramblings of Nostradamus, this information alone cannot usually be used to identify you but may. What We Do With Abovementioned Stuff. We will never sell or transfer your information to third parties without your consent but may use with affiliates. However, you agree that we may use and/or disclose your information as described in this policy, including: To enhance or improve our users’ experiences. To provide our Service to you. To help resolve questions you have and give you the best technical and customer support possible. To process transactions. To share with our partners to track affiliate fee and/or commissions, process transactions and otherwise enhance or improve our users’ experiences. To contact you and to respond to inquiries. To send newsletters and emails. To register your account and allow you to use our Service. To print off and use the paper to make cool sailor hats, which we will shred when done for your privacy.
Additionally, we may give your information to law enforcement if we are compelled to by a court order, if there has been a violation of any US laws, EU laws, Klingon laws, or if a violation of the Terms of Service or Privacy Policy has occurred. Changing and Deleting Stuff. After creating an account you may be able to edit information submitted through our Site or Service. Simply access your account through the Site and edit any information. Please be aware that you will be unable to opt out of any of our data collection practices. If you want your information to be removed from our database please contact us at jeff {At) Treveri Capital [dot} com. Although your information will be inaccessible, we may keep a copy of your user information for a commercially reasonable time for internal and legal purposes. Although some changes to your user information may occur immediately, information may still be stored in a web browser’s cache. We take no responsibility for stored information in your cache, or in other devices that may store information, and disclaim all liability of such. Please remember that there are a bunch of crazy people on the Internet other than cyber attackers who might also get a hold of your information before you decide to make it private or delete it, so only post information you don’t mind anybody else having. Cookies and Such. We use cookies (the electronic kind, not the chocolate chip kind) to remember your preferences, track affiliate links, remember your cart, track advertisements, and to understand how you use our Site. For this reason, you must have cookies enabled in your browser to use our Site and Services. Additionally, some or all of our cookies may be accessible by third parties. Additionally, we may use web beacons also known clear gifs to track emails and understand how and when you read emails. We may also use these clear gifs to collect additional information about the email reader. We use third party services, such as Google Analytics, Bing, Facebook, Meta, LinkedIn, and Oxford BioChronometrics to gather information about your visit to our Site, such as the pages and information you viewed. Some of these services may gather information about the domain name from which you arrive at our Site. We do not track our customers over time and across third party websites to provide targeted advertising and therefore do not respond to Do Not Track signals. However, some third party sites, such as our display advertising partners, do keep track of your browsing activities when they serve you content, which enables them to tailor what they present to you. We also provide our users the ability to track their subscribers across some third party sites to track ecommerce purchase goals. Third Party Access to Your Information Although you are entering into an Agreement with Treveri Capital LLC to disclose your information to us, we do use third party individuals and organizations to assist us, including contractors, web hosts, ex-cons convicted of identity theft (kidding), and others. Throughout the course of our provision of our Services to you, we may delegate our authority to collect, access, use, and disseminate your information. It is therefore necessary that you grant the third parties we may use in the course of our business the same rights that you afford us under this Privacy Policy. For this reason, you hereby agree that for every authorization which you grant to us in this Privacy Policy, you also grant to any third party that we may hire, contract, or otherwise retain the services of for the purpose of providing advertising, content or analytical services, operating, maintaining, repairing, or otherwise improving or preserving our Site, Services or their underlying files or systems. For example, advertising cookies may be placed on your computer or mobile device so that we can understand what you are interested in. We may share your location, browser, and cookie data and other data relating to user’s use of our Services with our display advertising partners. We may share your personal information with our subsidiaries, joint ventures, or other companies under common control, in which case we will require them to honor this Privacy Policy. We may also share your personal information with any company that acquires our company or some or all our assets in any sale, merger, bankruptcy proceeding or other transaction. That company will possess the personal information collected by us and will assume the rights and obligations regarding your personal information as described in this Privacy Policy. Finally, we may share your personal information if you provide us prior consent to do so. You agree not to hold us liable for the actions of any of these third parties, even if we would normally be held vicariously liable for their actions, and that you must take legal action against them directly should they commit any tort or other actionable wrong against you. The following is a non-exhaustive list of other entities that we may store, share, or transfer your information with: Google Microsoft Yahoo Get Drip LinkedIn Reddit LA Fintech Greenleaf Partners Inc. MailChimp Oxford BioChronometrics PayPal Stripe Tito Treveri Capital LLC Interactive Brokers GoDaddy Zoho ProtonMail Betterment EventBrite Alphavisor Retirement Leaf MoneyPennyWealth You agree that we may disclose your information to the five-o if compelled to by a court order. Additionally, you agree that we may disclose your information if we reasonably believe that you have violated a US law or the terms of our Terms of Service or Privacy Policy or if we believe that a third party is at risk of bodily harm, even if it’s just a stubbed toe. In the event that we receive a subpoena affecting your privacy, we may elect to notify you to give you an opportunity to file a motion to quash the subpoena, or we may attempt to quash it ourselves, but we are not obligated to do either. We may also proactively report you and release your information without receiving any request to third parties where we believe that it is proper to do so for legal reasons, such as instances where we believe your publications violate any law of the United States or any other country or planet with beings having jurisdiction over us, our Site, Services, or our Terms of Service. You release us from any damages that may arise from or relate to the release of your information to a request from law enforcement agencies or private litigants. We may release your information under the conditions listed in this paragraph whether it is to individuals or entities and to any state or Federal authorities within the United States, or elsewhere. Commercial and Non-Commercial Communications. By providing your contact information to the Site which forms our basis of communication with you, you waive all rights to file complaints concerning unsolicited emails from us, since you have agreed to such communication. However, you may unsubscribe from certain communications by notifying Treveri Capital LLC that you no longer wish to receive these solicitations. If you wish to opt out of certain communications, please click the unsubscribe button or contact us below. Third Parties. Treveri Capital LLC may post links to third party websites on our Site or Service, which may include information that we have no control over. When accessing a third party site through our Site or Service, you acknowledge that you are aware that these third party websites are not screened for privacy or security issues by us, and you release us from any liability for the conduct of these third party websites. If you follow a link to “UNLICENSED-RUSSIAN-PHARMACY.COM,” please think twice about giving them your credit card information. Please be aware that this Privacy Policy, and any other policies in place, in addition to any amendments, does not create rights enforceable by third parties. Treveri Capital LLC bears no responsibility for the information collected or used by any advertiser or third party website. You must review their Terms of Service and Privacy to understand how their information collection practices work. Security Measures. We take reasonable attempts to protect your information by using SSL Certificates, YubiCo, B3H3, OxBio, if reasonable needed. However, as this is the Internet, we can make no guarantees as to the security or privacy of your information. For this reason, we recommend that you use anti-virus software, routine credit checks, firewalls, and other precautions to protect yourself from security and privacy threats. Your California Privacy Rights. Treveri Capital LLC permits residents of the State of California to use its Service, and complies with the California Business and Professions Code §§ 22575-22579. If you are a California resident you may request certain information regarding our disclosure of personal information to any third parties for their direct marketing purposes. Various provisions throughout this Privacy Policy address requirements of the Californian privacy statutes. Although we do not disseminate your information to third parties without permission, you must presume that we collect electronic information from all visitors. You may contact us below with any questions. No Kids Allowed. We intend to fully comply with COPPA and international laws respecting children’s privacy. Therefore, we do not collect or process any information for any persons under the age of 13. Our Site does not target users under 13, if you are under 13 and using our Site or Service, please stop immediately and do not submit any information to us. Go do your homework and stop buying Justin Bieber albums. International Transfer. Your information may be transferred to – and maintained on – computers located outside of your state, province, country, or other governmental jurisdiction where the privacy laws may not be as protective as those in your jurisdiction. We may transfer personal information to the United States or elsewhere and process it there. Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer and hosting. To the fullest extent allowed by applicable law, if you are a User accessing the Treveri Capital LLC Service from a jurisdiction with laws or regulations governing personal data collection, use, and disclosure that differ from those of the United States, be advised that all aspects of the SecureContact Service are governed by the internal laws of the United States and the State of California, USA, regardless of your location. EU-U.S. Data Transfer Compliance In light of the determination of the European Court of Justice that the EU-U.S. Safe Harbor Framework does not provide a valid legal basis for transfer of personal data from Europe to the U.S., Treveri Capital LLC is offering an additional agreement to our EU users that includes the European Commission’s model clauses. Contact Treveri Capital LLC’s support below to review the agreement. Amendments Like our Terms of Service, we may amend this Privacy Policy from time to time. When we amend this Privacy Policy, we will place a note on our Site or we may contact you. You must agree to the amendments as a condition of your continued use of our Site and Service. If you do not agree, you must immediately cease using our Site and Service and notify us of your refusal to agree by e-mailing us at Jeff {at] Treveri Capital (d0T} com. Last Updated: March 7, 2022 Copyright © 2022 All rights reserved. Information contained herein is for informational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell securities, or personalized investment, tax or legal advice. The information has been obtained from sources believed to be reliable; however no guarantee is made or implied with respect to its accuracy, timeliness, or completeness. The information and content are subject to change without notice. Treveri Capital LLC is a California registered investment advisor FINRA Broker Check.
Contact Treveri Capital LLC 9132 Valley Blvd Rosemead, CA 91770