Disclaimer

Crabtree Advisory is a marketing and visibility services provider for fund managers. This page sets out, plainly, what the information on this site is — and what it is not.

Last updated: 15 September 2026

1. Nothing here is investment advice

Everything on this site — the pages, the case descriptions, the complimentary audit and anything our team says in following up — is information about marketing and visibility services. It is not investment advice, not financial, legal, tax or accounting advice, and not a recommendation to make, hold or dispose of any investment. It does not take account of the objectives, financial situation or needs of any person, and it should not be relied on as the basis for any investment decision. Take your own professional advice before you act on anything you read here.

2. Nothing here is an offer or a solicitation

Nothing on this site constitutes an offer to sell, or a solicitation of an offer to buy, any security, any interest in any fund, or any other financial instrument. This site is not an offer, not an offering document, not a private placement memorandum and not a marketing communication for any fund. An interest in a fund can only be offered through that fund’s own offering documents, to eligible investors, in jurisdictions where that offering is permitted.

This website offers a request for marketing services. It does not provide a facility to invest in a fund or submit a subscription.

3. What we are, and what we are not

Crabtree Advisory, operated by {{LEGAL_ENTITY}}, provides marketing services: organic investor visibility, digital authority, search and content work for emerging fund managers.

The services described on this website concern marketing visibility. They do not include investment advice, asset custody, securities transactions or investment due diligence. This description makes no claim about Crabtree Advisory’s regulatory registration or licensing status; that status requires confirmation by the client and legal counsel.

Our work is the presentation of our clients’ existing, accurate information to the people looking for it. Nothing we publish for a client is a recommendation of that client by us.

4. What the complimentary audit is

The Fund Visibility & Digital Authority Audit is a marketing visibility assessment. It looks at how a firm appears in search results, on its own website and in the content investors can actually find, and it points out where visibility is being lost.

It has nothing to do with investment due diligence. It is not an operational due diligence review, not an audit in the accounting sense, not a compliance review, not a verification of anything a firm says about itself, and not an assessment of any fund’s strategy, risk or performance. The word “audit” here means a review of marketing visibility and nothing more. Any score, tier or ranking we produce is an internal marketing measure and is not a rating of a firm or of an investment.

The audit is free, it creates no engagement or obligation on either side, and its findings are our opinion, given as-is. See the Terms of Service.

5. No representation about performance, and no guaranteed outcome

Nothing on this site is a statement, representation or endorsement regarding the performance, track record, assets or prospects of any fund or manager, including any client of ours. Where a client’s own figures appear in material we help produce, those figures are the client’s and are their responsibility, not ours.

Past results do not indicate or guarantee future results — neither the past investment results of any fund, nor the past marketing results of any of our engagements. We do not guarantee any particular outcome from working with us: not a search ranking, not a volume of traffic or enquiries, not investor interest, and not capital raised. Search engines, social platforms and AI answer engines control their own ranking, and they change it without notice.

6. Forward-looking statements and third-party information

Any statement about what may happen — expected visibility, expected interest, plans or projections — is forward-looking and inherently uncertain. Actual results will differ, and we are under no obligation to update such statements.

This site may cite or link to third-party data, tools and websites. We do not control them, we do not verify them, and we are not responsible for their accuracy or availability. A link or a citation is not an endorsement.

7. Your own regulatory obligations

If you are a regulated firm, you remain responsible for your own compliance. Anything we prepare with you or for you — website copy, articles, posts, campaigns — is subject to your own marketing, advertising and pre-approval rules, and to review by your compliance function or counsel before it is published or distributed. We do not review material for compliance with securities marketing rules, and we do not publish anything on a client’s behalf without that client’s approval.

8. No relationship created

Reading this site, requesting the audit or corresponding with us does not create an advisory, fiduciary, agency, attorney-client or accountant-client relationship of any kind. A relationship with us is created only by a signed written agreement.

9. Questions

If anything on this page is unclear, or if you think something on this site reads as more than marketing information, tell us at privacy@wearecrabtree.com and we will look at it. This disclaimer should be read with our Terms of Service and Privacy Policy.