Last Updated: July 3, 2025

The information presented on this website, including any written content, charts, data, models, forecasts, or tools (collectively, the “Content”), is provided by Aris Investment Solutions LLC (“Aris,” “we,” “our,” or “us”) for general informational and educational purposes only. By accessing or using this website, you agree to the terms of this Disclaimer in full.

1. No Investment Advice or Fiduciary Relationship

Nothing contained on this website constitutes or should be construed as investment, legal, tax, accounting, or other professional advice. Aris Investment Solutions LLC is not registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) or any state regulatory authority, and does not offer or provide personalized investment advice to individuals.

Use of this website does not establish an advisory or fiduciary relationship between you and Aris. You should consult a licensed and qualified financial advisor, attorney, or tax professional before making any investment or financial decision.

2. Private Fund and Offering Limitations

The Arrow Fund is a privately managed pooled investment vehicle and is not registered under the Investment Company Act of 1940 or any similar state law. Interests in the fund are not offered to the public and are only available to eligible investors pursuant to exemptions from registration under applicable federal and state securities laws, including Regulation D of the Securities Act of 1933.

This website and its contents are not an offer to sell or solicitation of an offer to buy any security in any jurisdiction where such offer or solicitation would be unlawful or require registration. Any potential investment in the Arrow Fund will only be made pursuant to formal offering documents, which include the fund’s private placement memorandum, operating agreement, and subscription documents, and only to those persons who are eligible to invest under applicable laws and who meet certain suitability and risk tolerance requirements.

We do not accept investments or subscription requests through this website. Any expressions of interest must be made privately and through direct communication.

3. Open to Accredited and Non-Accredited Investors (with Disclosures)

The Arrow Fund may, under applicable exemptions, accept both accredited and non-accredited investors. However, performance-based compensation (the 10% performance fee) may only be charged to “qualified clients” as defined under Rule 205-3 of the Investment Advisers Act of 1940, which includes individuals with either a net worth of $2.2 million (excluding their primary residence) or $1.1 million in assets under management.

Any investor who does not meet the “qualified client” threshold will not be subject to performance-based fees, even if accepted into the fund. Additional disclosures and documentation may be required to confirm investor status, including suitability and financial capacity.

4. No Guarantee of Accuracy or Completeness

All content on this website is provided on an “as is” and “as available” basis. While we strive to ensure accuracy, we make no representation or warranty, express or implied, as to the completeness, accuracy, reliability, or timeliness of the information presented.

Aris Investment Solutions LLC disclaims any and all liability for any errors or omissions, or for any damages resulting from the use or reliance upon the information contained on this website.

5. Performance, Forecasts, and Hypotheticals

Any performance data, charts, model outputs, forecasts, or return simulations presented on this website are hypothetical, unaudited, and not indicative of future performance. Actual results may vary significantly. Historical returns, if presented, may reflect backtested data that does not reflect actual fund performance or live trading conditions.

Investments in securities, especially actively managed or concentrated portfolios, involve substantial risk, including the loss of principal. There is no guarantee that the Arrow Fund or any investment approach described will achieve its objectives or avoid losses.

Forward-looking statements represent our beliefs and assumptions as of the date made, and are subject to change without notice. We undertake no obligation to update such statements.

6. Custody and Fund Structure Disclosure

Aris Investment Solutions LLC is currently managed by a sole individual acting as general partner or fund manager. Due to age restrictions imposed by financial institutions, investor funds may be custodied temporarily in a personal brokerage account under the control of the fund manager, rather than in a separately named institutional account. All investors will be fully informed of this structure prior to any capital commitment.

This structure is unusual and may involve higher counterparty risk than traditional third-party custodians. Investors should evaluate such risks carefully and acknowledge their understanding in writing before investing.

7. No General Solicitation or Advertising

This website is not intended to serve as a general solicitation or public advertisement for investment in any securities or funds. Any references to investment strategies, fund descriptions, or portfolio approaches are provided for informational purposes only and are not directed to any specific person or investor class.

Any expression of interest must be initiated privately. The use of public platforms such as LinkedIn or blog-style articles to share market insights or fund commentary is for editorial or educational purposes and does not constitute an offer to invest.

8. Editorial, Educational, and Platform Content

In addition to fund-related content, this website may feature editorial articles, educational pieces, and platform-related information, including materials related to Quantify, our strategy research and analytics platform.

All such content represents personal opinions or analytical tools and is intended for general informational use only. Any investment strategies, algorithms, or scoring models discussed are non-binding, experimental, and not investment recommendations.

9. Intellectual Property and Content Rights

All content, trademarks, service marks, graphics, logos, and intellectual property displayed on this website are the property of Aris Investment Solutions LLC or its respective licensors and may not be copied, reproduced, modified, or distributed without prior written consent.

10. Regulatory Status and Contact

Aris Investment Solutions LLC is organized under the laws of the Commonwealth of Massachusetts and is not registered as an investment adviser or broker-dealer. The fund manager is not licensed to provide advisory services to individual investors outside the scope of the private fund exemption. Regulatory filings, if applicable, are available upon request.

Contact Information:
Aris Investment Solutions LLC
Location: Boston, MA
Email: alexanderdukaad@gmail.com
Manager: Alexander Duka

By continuing to use this website, you acknowledge and agree to the terms of this Disclaimer. You further agree that you have read and understood the risks, limitations, and nature of the content presented, and that you are solely responsible for any use or interpretation thereof.