Legal Disclaimer.
Important Legal Information
Last Updated: November 13, 2025
PLEASE READ THIS IMPORTANT LEGAL INFORMATION CAREFULLY
By accessing and using www.trivediholdings.com (the "Website"), you acknowledge that you have read, understood, and agree to be bound by all terms, conditions, disclaimers, and notices contained on this page and throughout this Website.
Legal Entity Information
Legal Name: CB Collective LLC
Doing Business As: Trivedi Holdings
Type: Illinois Limited Liability Company
Primary Business: Family office operations, investment management, and strategic capital deployment
Throughout this Website, references to "Trivedi Holdings," "we," "us," or "our" refer to CB Collective LLC and its affiliates, subsidiaries, and related entities.
No Investment, Legal, or Tax Advice
CRITICAL DISCLAIMER: This Website and all content, materials, and information provided are strictly for informational and educational purposes only.
Nothing on this Website constitutes or should be construed as:
Investment Advice: No content on this Website is intended to provide, or should be relied upon as, investment advice or recommendations of any kind
Financial Advice: We do not provide financial planning, wealth management, or financial advisory services through this Website
Legal Advice: No information constitutes legal advice or creates an attorney-client relationship
Tax Advice: No content should be used for tax planning or relied upon for tax-related decisions
Accounting Advice: We do not provide accounting services or advice through this Website
An Offer or Solicitation: Nothing on this Website constitutes an offer to sell, or a solicitation to buy, any securities, investment products, or financial instruments
You should not make any investment, financial, legal, tax, or business decision based solely on information found on this Website. Any such decisions should be made only after consulting with qualified professional advisors who have been fully informed of your specific circumstances and who can provide advice tailored to your individual needs and objectives.
Investment Risks
All investments involve risk, including the possible loss of principal invested.
Before making any investment decision, you should carefully consider the following:
Risk of Loss: Investing involves substantial risk of loss. You may lose some or all of your invested capital. Past performance is not indicative of future results.
Market Risk: The value of investments can fluctuate due to market conditions, economic factors, interest rates, and other variables beyond anyone's control
Liquidity Risk: Some investments may be illiquid, meaning they cannot be easily sold or converted to cash without potentially significant loss of value
Volatility: Investment values can experience significant short-term and long-term fluctuations
No Guarantees: There are no guarantees of profit or protection from loss in any investment
Suitable Investments: Not all investments are suitable for all investors. Investment suitability depends on individual circumstances, risk tolerance, time horizon, and financial objectives
Past Performance Disclaimer
Past performance is not a guarantee of future results. Any historical returns, investment outcomes, portfolio performance, or case studies presented on this Website are provided for illustrative purposes only and should not be interpreted as an indication of future performance or results.
Investment returns and principal value will fluctuate, and investments may be worth more or less than their original cost when liquidated. Actual returns will vary and may be significantly different from historical performance shown.
Accuracy and Completeness of Information
While we strive to provide accurate and current information, we make no representations or warranties regarding the accuracy, completeness, timeliness, or reliability of any content on this Website.
Information on this Website:
May contain technical inaccuracies or typographical errors
May be out of date and is subject to change without notice
May be impacted by market data errors, system outages, or external data source inaccuracies
Should be independently verified before use in any decision-making process
Is provided "as is" without warranties of any kind, express or implied
Forward-Looking Statements
This Website may contain forward-looking statements, including statements about:
Future investment strategies or opportunities
Expected market conditions or economic trends
Projected returns or outcomes
Anticipated developments in our business
Forward-looking statements are subject to significant risks and uncertainties. Actual results may differ materially from those expressed or implied in forward-looking statements. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made.
Factors that could cause actual results to differ from forward-looking statements include, but are not limited to:
Changes in economic or market conditions
Changes in laws, regulations, or regulatory policies
Geopolitical events and uncertainties
Changes in interest rates or currency exchange rates
Company-specific factors affecting our investments
Competition and industry dynamics
Accredited Investor and Sophisticated Investor Requirements
Certain investment opportunities that may be discussed on this Website or through our services are intended only for accredited investors or sophisticated investors with sufficient knowledge and experience in financial and business matters.
Accredited Investor Status: As defined by the Securities and Exchange Commission under Rule 501 of Regulation D, an accredited investor generally includes individuals with:
Annual income exceeding $200,000 (or $300,000 joint income with spouse) in each of the two most recent years, with reasonable expectation of reaching the same level in the current year, OR
Net worth exceeding $1,000,000 (excluding the value of primary residence), either individually or jointly with spouse
By accessing investment-related materials on this Website, you represent and warrant that you meet applicable accredited or sophisticated investor requirements.
No Endorsement of Third Parties
References to specific securities, investment products, portfolio companies, service providers, or other third parties on this Website do not constitute an endorsement or recommendation. We are not responsible for:
The performance of any third-party investments or companies mentioned
The accuracy of information provided by third parties
The conduct or business practices of third parties
Any losses incurred in connection with third-party investments, products, or services
Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRIVEDI HOLDINGS AND CB COLLECTIVE LLC DISCLAIM ALL LIABILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES ARISING FROM OR RELATED TO:
Use of or reliance on information contained on this Website
Investment decisions made based on Website content
Errors, inaccuracies, or omissions in Website content
Interruption or unavailability of the Website
Data breaches or unauthorized access to Website information
Any other matter relating to this Website
This limitation applies even if we have been advised of the possibility of such damages and regardless of the legal theory upon which the claim is based (whether contract, tort, negligence, strict liability, or otherwise).
Internet Security and Communication Risks
Important Considerations When Using the Internet:
The Internet is not a secure environment. When you communicate with us through this Website or via email, please be aware of the following risks:
Interception: Information sent over the Internet may be intercepted by unauthorized third parties
No Confidentiality Guarantee: We cannot guarantee the confidentiality or security of information transmitted electronically
Data Alteration: Information may be altered, modified, or corrupted during transmission
Technical Failures: Network outages, system failures, or technical problems may prevent successful communication
Third-Party Access: Emails and electronic communications may be accessed by unauthorized parties
Security Recommendations:
Do not include sensitive personal or financial information in unsecured emails
Use secure, password-protected methods for sharing confidential information
Verify the authenticity of any communication claiming to be from Trivedi Holdings
Report any suspicious communications to us immediately at info@trivediholdings.com
No Client Relationship Created
Your use of this Website does not create a client relationship, advisory relationship, or any other professional relationship between you and Trivedi Holdings or CB Collective LLC. No client relationship will be formed unless and until:
We have conducted appropriate due diligence and suitability assessments
Both parties have executed written agreements defining the terms of the relationship
All necessary regulatory and compliance requirements have been satisfied
Geographic Restrictions
This Website is controlled and operated from the United States and is intended for use by persons located in the United States. We make no representation that materials on this Website are appropriate or available for use in other locations.
If you access this Website from outside the United States:
You do so at your own risk
You are responsible for compliance with local laws and regulations
The information may not be appropriate for your jurisdiction
Investment opportunities discussed may not be available in your location
Regulatory Compliance
Securities Laws: Trivedi Holdings operates in compliance with applicable federal and state securities laws. Investment opportunities are offered only to qualified investors in accordance with applicable securities regulations.
Anti-Money Laundering: We maintain policies and procedures designed to prevent money laundering and comply with applicable Bank Secrecy Act and USA PATRIOT Act requirements.
Privacy Laws: We are committed to protecting your privacy in accordance with applicable data protection and privacy laws. Please review our Privacy Policy for details on how we collect, use, and protect personal information.
Intellectual Property Rights
All content on this Website, including text, graphics, logos, images, data compilations, and software, is the property of CB Collective LLC or its licensors and is protected by U.S. and international copyright, trademark, and other intellectual property laws.
Unauthorized use, reproduction, or distribution of Website content may violate copyright, trademark, and other laws and may result in legal action.
User Responsibility
By using this Website, you agree that:
You are solely responsible for any decisions you make based on Website information
You will consult with qualified professional advisors before making investment, financial, legal, or tax decisions
You understand the risks associated with investments and business activities
You will comply with all applicable laws and regulations
You will hold Trivedi Holdings and CB Collective LLC harmless from any claims arising from your use of the Website
Modifications and Updates
We reserve the right to modify, update, or discontinue any aspect of this Website at any time without notice. Information on this Website may be changed, updated, or removed at our discretion.
This Important Legal Information may be updated periodically. We encourage you to review this page regularly for any changes. Your continued use of the Website after changes are posted constitutes acceptance of the modified terms.
Professional Advisors
Before making any significant investment, financial, legal, tax, or business decision, you should consult with qualified professional advisors, including:
Investment Advisors: For guidance on investment strategy, asset allocation, and portfolio management
Attorneys: For legal advice regarding contracts, regulatory compliance, and legal structures
Tax Professionals: For tax planning and compliance advice
Accountants: For financial reporting, bookkeeping, and accounting matters
Other Specialists: As appropriate for your specific circumstances
Reporting Issues and Questions
If you encounter any issues with this Website, believe you have received fraudulent communications claiming to be from Trivedi Holdings, or have questions about this Important Legal Information, please contact us immediately:
CB Collective LLC (dba Trivedi Holdings)
Email: info@trivediholdings.com
Website: www.trivediholdings.com
Entire Agreement
This Important Legal Information, together with our Terms of Use, Privacy Policy, and Cookie Policy, constitutes the entire agreement regarding your use of this Website and supersedes all prior communications and proposals.
All materials on this Website must be read in their entirety. Any disclaimers, footnotes, disclosures, or limitations apply to partial materials in the same manner as they apply to complete documents.
Severability
If any provision of this Important Legal Information is found to be unlawful, void, or unenforceable, that provision shall be severed and shall not affect the validity and enforceability of the remaining provisions.
Acknowledgment and Acceptance
BY USING THIS WEBSITE, YOU ACKNOWLEDGE THAT:
You have read and understood this Important Legal Information
You agree to be bound by all terms, conditions, and disclaimers contained herein
You understand the risks associated with investments and business activities
You will seek professional advice before making significant decisions
You will not rely solely on Website information for decision-making purposes
IF YOU DO NOT AGREE WITH THESE TERMS, DO NOT USE THIS WEBSITE.
Effective Date: November 13, 2025
Last Modified: November 13, 2025