Understanding Private Credit Secondaries

Disclosure Alabama Exempt Reporting Adviser Website

Southern Oak Capital, LLC is an exempt reporting adviser. Southern Oak Capital, LLC may only transact business in those jurisdictions in which it qualifies for an exemption or exclusion from registration requirements. Southern Oak Capital, LLC’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Southern Oak Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Southern Oak Capital, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Southern Oak Capital, LLC with a prospective client shall be conducted by a representative that qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the exempt reporting adviser status of Southern Oak Capital, LLC. A copy of Southern Oak Capital, LLC’s current written disclosure statement discussing Southern Oak Capital, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or directly from Southern Oak Capital, LLC upon request at no additional cost. To request information, please email info@southernoakcap.com

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions, and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, and may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.