Investor & Advisor Resources

All K-1 documents will be sent to investors before the end of March. We will contact investors and their respective financial advisors as soon as the documents for each fund are available.

As a reminder, documents (for most funds) will be available through the investor portal. If you are unable to log into the portal, please contact our partners at Cobalt Investment Services: [email protected].

Forms

Address & Distribution Change | Change of Rep or Broker-Dealer | Transfer on Death