Not an Offer.
Not Advice.
This website and all materials published by D&G Financial Group are for informational purposes only. Nothing on this site constitutes an offer to sell, or a solicitation of an offer to buy, any security. Any such offer will be made exclusively through a formal Private Placement Memorandum delivered to verified Accredited Investors.
The information presented here does not constitute investment, legal, or tax advice. D&G Financial Group is not a registered investment adviser. All prospective investors are strongly encouraged to consult with independent legal, tax, and financial advisors before making any investment decision.
The D&G Financial Group Diversified Evergreen Fund is offered pursuant to an exemption from registration under Rule 506(c) of Regulation D of the Securities Act of 1933. This offering has not been registered with or approved by the SEC or any state securities regulator.
Forward-Looking
Statements.
Certain statements on this website, including projected returns, target IRR figures, preferred return structures, and market opportunity descriptions, are forward-looking statements. These statements reflect current expectations and assumptions and are not guarantees of future performance.
Actual results may differ materially from those projected due to a wide range of factors including but not limited to market conditions, regulatory changes, deal-level performance, macroeconomic environment, and fund management decisions.
No representation is made that any investor will or is likely to achieve results similar to those discussed. All return figures are targets only. Loss of principal is possible.
Investing Involves
Real Risk.
Investment in private securities involves a high degree of risk and is suitable only for investors who can afford to lose their entire investment. Private funds are illiquid investments with limited secondary market availability. There is no guarantee that any investor will receive distributions or a return of capital.
The fund operates under a 24-month initial lock-up period. Periodic liquidity windows are available at manager's discretion following the lock-up period and are not guaranteed. Investors should not commit capital they may need access to in the near term.
Diversification across multiple sectors does not guarantee against loss. Each sector carries its own distinct risk profile, and poor performance in one or more sectors may materially impact overall fund returns.
Prospective investors should review the complete risk factors section of the Private Placement Memorandum prior to making any investment decision.
Tax Structure
& Treatment.
The D&G Financial Group Diversified Evergreen Fund is structured to issue investors a Form 1099 rather than a Schedule K-1. This is intended to simplify year-end tax reporting. However, tax treatment will vary based on each investor's individual circumstances, jurisdiction, and the nature of fund distributions in any given year.
The fund is structured to be FIRPTA compliant, making it accessible to foreign investors. International investors should consult with advisors familiar with both U.S. tax law and the laws of their home jurisdiction prior to investing.
Nothing on this website constitutes tax advice. D&G Financial Group strongly recommends that all prospective investors consult a qualified tax professional prior to making any investment decision.
We Are Not
Your Advisor.
D&G Financial Group does not act as an investment adviser, broker-dealer, or fiduciary to any prospective investor by virtue of this website or any communications made through it. No advisory relationship is created through submission of an inquiry, questionnaire, or any other form of contact.
Information provided by prospective investors through the Accredited Investor Questionnaire or any other form is used solely for the purpose of verifying eligibility and facilitating the offering process. It does not create an obligation on the part of D&G Financial Group to provide investment advice or recommendations.
All investment decisions are the sole responsibility of the investor. Prospective investors are strongly encouraged to seek independent counsel before making any commitment.