Legal & Compliance

1. Important Disclosures & No Offer Notice
Kateri Capital LLC and its affiliates (formerly operating under the Westview Partners LLC name and its affiliates) (collectively, “Kateri,” “Westview,” “we,” “us,” or “our”), operates this website (the “Site”) for general informational purposes only. References to “Kateri” or “Westview” on this Site refer to the same family of affiliated entities; the Westview name is being transitioned to Kateri, and both names may appear in our legal documents and regulatory filings during this transition period. By accessing or using this Site, you acknowledge and agree to the terms set forth on this page.

Nothing contained on this Site constitutes, or shall be construed as constituting, an offer to sell or a solicitation of an offer to buy any security, investment product, or interest in any fund managed by Kateri Capital LLC / Westview Partners LLC or their affiliates. No offer or solicitation will be made in any jurisdiction in which such offer or solicitation is not authorized, or to any person to whom it is unlawful to make such offer or solicitation. All offerings are made solely through confidential private placement memoranda, subscription agreements, and related fund documents delivered to qualified prospective investors on a private basis.

The information presented on this Site does not constitute investment, legal, tax, or accounting advice. You should consult your own professional advisors with respect to your particular circumstances and investment objectives before making any investment decision.

2. No Reliance
The information on this website is provided for informational purposes only. While Kateri uses reasonable efforts to obtain information from reliable sources, Kateri makes no representations or warranties as to the accuracy, reliability or completeness of any information or document on the Site. Furthermore, Kateri undertakes no obligation to update or revise any information on the Site, whether as a result of new information, future developments or otherwise. Opinions and any other contents on the Site are subject to change without notice. Any transactions listed on the Site are included as representative transactions and are not necessarily reflective of Kateri’s overall portfolio.

3. Forward-Looking Statements Disclaimer
This Site and any materials available hereon may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (15 U.S.C. § 78u-5). Forward-looking statements are based on current expectations, estimates, projections, assumptions, and beliefs as of the date such statements are made. These statements may be identified by words such as “expects,” “anticipates,” “intends,” “plans,” “believes,” “seeks,” “estimates,” “may,” “will,” “should,” “could,” or similar expressions.

Forward-looking statements involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or achievements to differ materially from those expressed or implied. Such factors include, but are not limited to: changes in general economic, market, and real estate conditions; changes in interest rates and credit availability; changes in applicable laws, regulations, and tax policies; risks inherent in real estate investments including tenant defaults, vacancies, and property damage; competition; and other factors beyond our control.

Kateri and their affiliates undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by applicable law.

4. Privacy Policy
This Privacy Policy (the “Policy”) describes how Kateri and their affiliates collect, use, store, protect, disclose, and otherwise process personal information in connection with this Site and our business operations. This Policy applies to all individuals who interact with us, including website visitors, investors, prospective investors, counterparties (such as sellers, brokers, lenders, and advisors), tenants, prospective tenants, job applicants, and other individuals whose information we may receive in the ordinary course of business.

This Policy is designed to comply with the Gramm-Leach-Bliley Act (“GLBA”) and Regulation S-P (17 C.F.R. Part 248), the California Consumer Privacy Act as amended by the California Privacy Rights Act (“CCPA/CPRA”), the California Online Privacy Protection Act (“CalOPPA”), the New York SHIELD Act (N.Y. Gen. Bus. Law § 899-aa), Massachusetts Standards for the Protection of Personal Information (201 CMR 17.00), the Illinois Personal Information Protection Act (815 ILCS 530), the Illinois Biometric Information Privacy Act (740 ILCS 14) (“BIPA”), Wisconsin data breach notification requirements (Wis. Stat. § 134.98), the CAN-SPAM Act, the Children’s Online Privacy Protection Act (“COPPA”), and other applicable federal and state privacy laws.

By using this Site or otherwise providing personal information to us, you acknowledge that your information will be processed in accordance with this Policy, as it may be updated from time to time. If you do not agree with any provision of this Policy, please do not use this Site or provide personal information to us.

4.1 Categories of Personal Information We Collect
We may collect and process the following categories of personal information, depending on the nature of your interaction with us:

Identifiers: Full name, mailing address, email address, telephone number, Social Security number or taxpayer identification number, driver’s license or passport number, and IP address.
Financial Information: Bank account numbers, income and net worth information, tax return data, accreditation status, investment history, and other financial records.
Commercial Information: Records of transactions, subscription agreements, capital account information, and investment activity.
Professional or Employment-Related Information: Employer name, job title, professional credentials, and information provided during recruitment or employment.
Internet or Electronic Network Activity: Browsing history, search history, IP address, browser type, device identifiers, cookies, and other information collected automatically when you visit this Site.
Geolocation Data: Approximate location information derived from IP address.
Audio, Electronic, or Visual Information: Photographs, CCTV footage at our properties or offices, and call recordings where permitted by law.
Sensitive Personal Information: Social Security number, driver’s license number, passport number, financial account credentials, and precise geolocation, as defined under the CCPA/CPRA.
Education Information: Academic background and degrees, where provided in connection with employment or investment applications.
Inferences: Inferences drawn from any of the above categories to create a profile reflecting preferences, characteristics, behavior, or abilities.

4.2 Sources of Personal Information
We collect personal information from the following sources:

Directly from you, including through subscription documents, contact forms, emails, phone calls, and in-person interactions.
From your authorized representatives, agents, or advisors.
From third-party service providers, including background check companies, credit reporting agencies, and fraud-prevention services.
From transaction counterparties, co-investors, lenders, and other parties involved in our business operations.
From publicly available sources, including government databases, court records, and property registries.
Automatically from your device when you visit this Site, through cookies and similar tracking technologies.

4.3 Purposes for Collecting and Using Personal Information
We collect and use personal information for the following business and commercial purposes:

To administer investor accounts, process subscriptions, and fulfill obligations under fund documents.
To perform know-your-customer (KYC), anti-money laundering (AML), and investor accreditation verification.
To manage and operate our multifamily real estate properties, including tenant screening, lease administration, maintenance requests, and rent collection.
To communicate with investors, tenants, counterparties, and other individuals about our services, properties, and business operations.
To evaluate and execute real estate acquisitions, dispositions, and financing transactions.
To comply with applicable laws, regulations, and regulatory requests, including SEC, state securities, CFTC, and tax reporting requirements.
To maintain the security of our Site, properties, and information systems.
To respond to inquiries submitted through our Contact Us form or other communication channels.
To recruit, evaluate, and onboard employees and contractors.
To exercise, establish, protect, or defend our legal rights and interests.
For any other purpose disclosed to you at the time of collection or with your consent.

4.4 Disclosure of Personal Information
We do not sell personal information for monetary consideration. We may disclose personal information to the following categories of recipients for the business purposes described above:

Affiliates and related entities within the Kateri family of companies.
Service providers, including fund administrators, accountants, auditors, legal counsel, IT providers, background check companies, and property management firms, who are contractually required to protect the information.
Transaction counterparties, including sellers, buyers, lenders, brokers, co-investors, and their respective advisors.
Regulatory authorities, tax authorities, law enforcement, and governmental agencies as required by law or regulation.
Courts, litigation counterparties, and arbitrators in connection with legal proceedings.
Successors or assignees in connection with a merger, acquisition, reorganization, or sale of assets.

We do not use or disclose Sensitive Personal Information (as defined under the CCPA/CPRA) for purposes other than those permitted by Section 7027(m) of the CCPA Regulations.

4.5 Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, to comply with legal and regulatory obligations (including securities law record-keeping requirements), to resolve disputes, and to enforce our agreements. Retention periods are determined based on the nature of the information, the purposes of processing, applicable legal requirements, and our legitimate business interests.

5. Notice at Collection (California Residents)
This Notice at Collection is provided to California residents pursuant to California Civil Code § 1798.100 et seq. (CCPA/CPRA). At or before the point at which we collect your personal information, we provide this notice to inform you of the following:

The categories of personal information we collect are described in Section 4.1 above.
The purposes for which each category is collected and used are described in Section 4.3 above.
We collect Sensitive Personal Information, including Social Security numbers and financial account information, for the purposes of investor account administration, regulatory compliance (KYC/AML), and property management. We do not use Sensitive Personal Information for purposes beyond those permitted by the CCPA/CPRA.
We do not sell or share personal information for cross-context behavioral advertising, as those terms are defined under the CCPA/CPRA.
We retain personal information as described in Section 4.5 above.
For information about your rights as a California consumer, see Section 6 below.

6. California Consumer Privacy Rights (CCPA/CPRA)
If you are a California resident, you have the following rights under the California Consumer Privacy Act as amended by the California Privacy Rights Act (Cal. Civ. Code § 1798.100 et seq.):

Right to Know. You have the right to request that we disclose the categories and specific pieces of personal information we have collected about you, the sources from which it was collected, the business or commercial purposes for collecting it, the categories of third parties to whom it has been disclosed, and the specific pieces of personal information we hold about you.
Right to Delete. You have the right to request that we delete personal information we have collected from you, subject to certain exceptions permitted by law (e.g., legal compliance, completing transactions, security purposes).
Right to Correct. You have the right to request that we correct inaccurate personal information that we maintain about you.
Right to Opt-Out of Sale or Sharing. You have the right to opt out of the sale or sharing of your personal information for cross-context behavioral advertising. See Section 7 below.
Right to Limit Use of Sensitive Personal Information. You have the right to limit our use and disclosure of your Sensitive Personal Information to purposes permitted by the CCPA/CPRA.
Right to Non-Discrimination. We will not discriminate against you for exercising any of your privacy rights under the CCPA/CPRA.

How to Submit a Request. To exercise any of these rights, please contact us using the methods described in Section 19 below. We will respond to verifiable consumer requests within 45 calendar days of receipt. If we require additional time (up to an additional 45 days), we will notify you in writing of the reason and the extended timeline.

Verification. We will verify your identity before fulfilling any request. You may also designate an authorized agent to submit a request on your behalf; we may require evidence of the agent’s authority and may verify your identity directly.

California “Shine the Light” Law. Pursuant to California Civil Code § 1798.83, California residents may request a list of personal information (if any) disclosed to third parties for direct marketing purposes in the preceding calendar year. We currently do not disclose personal information to third parties for their direct marketing purposes.

7. Do Not Sell or Share My Personal Information
Under the CCPA/CPRA, California residents have the right to opt out of the “sale” or “sharing” of their personal information as those terms are defined by law.

Kateri and its affiliates do not sell personal information for monetary consideration. However, certain activities such as the use of cookies, analytics tools, or advertising technologies on this Site may constitute “sharing” of personal information (such as IP addresses, device identifiers, or browsing activity) for cross-context behavioral advertising under the CCPA/CPRA.

To opt out of such sharing, you may: (a) submit a request via the contact methods described in Section 19 below; (b) adjust your cookie preferences using the cookie settings tool on this Site (when available); or (c) enable a browser-based opt-out preference signal, such as the Global Privacy Control (GPC), which we will honor as a valid opt-out request.

We do not have actual knowledge that we sell or share the personal information of minors under the age of 16.

8. Investor Information & GLBA Privacy Notice
In compliance with the Gramm-Leach-Bliley Act (“GLBA”) and Regulation S-P (17 C.F.R. Part 248), this section provides our privacy notice with respect to nonpublic personal information collected from investors and prospective investors in funds managed by Kateri Capital LLC / Westview Partners LLC and their affiliates.

Categories of Nonpublic Personal Information Collected
We collect the following categories of nonpublic personal information from investors:

Information you provide on subscription documents and related forms, such as your name, address, Social Security number or taxpayer identification number, date of birth, financial information (including net worth, income, and investment experience), accreditation status, and bank account details.
Information about your transactions with us, including capital contributions, distributions, account balances, and investment activity.
Information we receive from third parties, such as credit reporting agencies, identity verification services, and your financial advisors or attorneys.

How We Use and Disclose Investor Information
We do not sell investor nonpublic personal information. We may disclose nonpublic personal information to our affiliates and to nonaffiliated third parties as permitted or required by law, including:

To service providers who assist with fund administration, accounting, audit, tax preparation, legal compliance, and technology services, under contractual obligations to protect such information.
To regulatory authorities, including the SEC, IRS, CFTC, and state tax and securities authorities.
To other parties as required by law, regulation, or legal process, or as necessary to protect our rights or the rights of investors.

We do not disclose nonpublic personal information to nonaffiliated third parties for their marketing purposes. Investors who wish to limit certain disclosures may contact us as provided in Section 19 below.

Safeguarding Investor Information
We maintain physical, electronic, and procedural safeguards designed to protect investor nonpublic personal information. Access to investor information is restricted to personnel who have a legitimate business need, and our service providers are contractually obligated to maintain appropriate safeguards.

9. Contact Form Data Notice
Our Site includes a “Contact Us” form that collects your name and email address for the sole purpose of enabling us to respond to your inquiry. We do not use contact form submissions for marketing purposes unless you have separately opted in to receive marketing communications.

If we do send you marketing or promotional emails, you may opt out at any time by clicking the “unsubscribe” link in any such email or by contacting us using the methods described in Section 19. We will honor opt-out requests within 10 business days, in compliance with the CAN-SPAM Act (15 U.S.C. § 7701 et seq.).

Information submitted through the Contact Us form is retained only as long as necessary to fulfill the purpose for which it was collected. We do not sell or share contact form submissions with third parties.

10. Counterparty Data Notice
In the ordinary course of our private equity and real estate business operations, Kateri and their affiliates collect and process personal information about counterparties, including sellers, buyers, brokers, lenders, loan servicers, property managers, attorneys, accountants, and other advisors involved in our transactions.

Counterparty information is collected for legitimate business purposes, including the evaluation, negotiation, execution, and administration of real estate acquisitions, dispositions, financings, and related transactions. Such information is used in accordance with this Policy and applicable law, and is disclosed only to the extent necessary to complete transactions, comply with legal obligations, or protect our rights.

If you are a counterparty and wish to exercise any rights with respect to your personal information, please contact us using the methods in Section 19.

11. Landlord / Tenant Data Practices
Kateri and its affiliates own and operate multifamily residential properties in several U.S. states, including in California, New York, Massachusetts, Illinois, and Wisconsin. In connection with property management, we collect and process personal information from tenants, prospective tenants, and their household members. This section describes our data practices with respect to tenant information in each jurisdiction where we currently operate.

Information Collected from Tenants
We may collect the following information from tenants and prospective tenants:

Identifiers: name, address, date of birth, Social Security number, driver’s license number, email address, and phone number.
Financial information: income, employment information, bank account details, credit reports, and rental payment history.
Background information: criminal background checks, eviction history, and references from prior landlords.
Property-related information: maintenance requests, lease terms, move-in/move-out records, and utility account information.
Electronic access data: smart lock or key-fob access logs, if applicable at any property.

California Tenant Data Practices
California tenants have all rights described in Section 6 of this Policy under the CCPA/CPRA. We obtain tenant consent before sharing personal information with third parties not involved in lease administration or property management, except as required by law. Tenant data, including credit reports and rental applications, is stored securely with access limited to authorized personnel.

New York Tenant Data Practices
In compliance with the New York SHIELD Act and applicable New York City local laws (including Local Law 63 of 2021 regarding smart access systems), we implement reasonable data security safeguards for tenant information. Where smart access systems are used at our New York properties, we maintain data retention and privacy policies as required by law. We do not sell, lease, or disclose smart access data without tenant consent or a lawful basis, and we do not use access data for surveillance, tracking, or harassment purposes.

Massachusetts Tenant Data Practices
In compliance with 201 CMR 17.00, we maintain a Written Information Security Program (WISP) applicable to personal information of Massachusetts residents, including tenants. Tenant payment history is not published or disclosed without consent, consistent with Massachusetts General Laws Chapter 93, Section 49. Credit screening is conducted in accordance with the Fair Credit Reporting Act and applicable Massachusetts consumer protection law.

Illinois Tenant Data Practices
In compliance with the Illinois Personal Information Protection Act (815 ILCS 530), we maintain reasonable security measures to protect tenant personal information. We do not currently collect biometric information (as defined under BIPA, 740 ILCS 14) from tenants. If we implement biometric data collection at any Illinois property in the future (e.g., fingerprint-based access systems), we will provide written notice, obtain written consent, and comply with all BIPA requirements, including limitations on data retention and prohibitions on the sale of biometric data.

Wisconsin Tenant Data Practices
We maintain reasonable security measures to protect the personal information of Wisconsin tenants. In the event of a data breach affecting unencrypted personal information of Wisconsin residents, we will provide notification within 45 days in accordance with Wisconsin Statutes § 134.98.

Other Jurisdictions
Kateri and its affiliates may from time to time acquire, own, or operate residential properties in additional U.S. states beyond those specifically listed above. In all such jurisdictions, Kateri and its affiliates are committed to complying with applicable state and local laws governing the collection, use, storage, and disclosure of tenant and applicant personal information.

Residents and applicants in any such jurisdiction may have rights under applicable state law, including but not limited to rights to access, correct, or delete their personal information, rights to receive notice of data breaches, and rights to be informed of the categories of personal information collected and the purposes for which it is used. Individuals who reside at or have applied to reside at a property owned or operated by Kateri or its affiliates in any jurisdiction should contact us at the privacy contact information provided in Section 19 below to inquire about their specific rights under applicable law.

We are committed to updating this section as our operations expand into new states and as applicable laws evolve. However, this paragraph is intended to provide interim coverage in the event that operations have expanded into a jurisdiction not yet specifically addressed above. The absence of a state-specific subsection for a given jurisdiction does not limit the rights of residents or applicants under applicable law, nor does it limit our commitment to compliance.

12. Data Security Statement
Kateri and its affiliates are committed to safeguarding the personal information entrusted to us. We maintain a comprehensive information security program that includes physical, electronic, and administrative safeguards designed to protect personal information against unauthorized access, use, modification, disclosure, or destruction.

Our security measures include, but are not limited to:

Encryption of sensitive data in transit and at rest.
Access controls limiting personal information to authorized personnel with a legitimate business need.
Employee training on data protection and privacy obligations.
Regular risk assessments and security audits.
Incident response procedures for data breach detection, containment, and notification.
Secure disposal of personal information that is no longer needed.

These measures are designed to comply with, among other requirements, the GLBA Safeguards Rule (16 C.F.R. Part 314), Massachusetts 201 CMR 17.00 (Standards for the Protection of Personal Information of Residents of the Commonwealth), and applicable data security standards under the New York SHIELD Act, Illinois PIPA, and Wisconsin law.

While we use commercially reasonable efforts to protect your personal information, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security but are committed to maintaining protections consistent with industry standards and applicable legal requirements.

Data Breach Notification
In the event of a data breach involving personal information, we will provide notification to affected individuals and relevant authorities in accordance with applicable federal and state breach notification laws, including:

New York: Notification within 30 days to affected individuals and the NY Attorney General, Department of State, and State Police (N.Y. Gen. Bus. Law § 899-aa).
Massachusetts: Notification as soon as practicable to affected individuals and the MA Attorney General and Office of Consumer Affairs (MGL c. 93H). If Social Security numbers are involved, 18 months of free credit monitoring will be provided.
Illinois: Notification in the most expedient time possible to affected individuals (815 ILCS 530).
Wisconsin: Notification within 45 days to affected individuals (Wis. Stat. § 134.98).
California: Notification as required under Cal. Civ. Code § 1798.82.

13. Cookies & Tracking Technologies Policy
When you visit our Site, we and our third-party service providers may collect information through cookies, web beacons, pixels, and similar tracking technologies. This section explains what these technologies are, how we use them, and how you can manage your preferences.

What Are Cookies?
Cookies are small data files stored on your device when you visit a website. They serve various functions, including remembering your preferences, enabling certain features, and helping us understand how you interact with our Site.

Types of Cookies We Use

Strictly Necessary Cookies: Required for the basic operation of our Site, including security, session management, and accessibility. These cookies do not require your consent.
Functional Cookies: Enable enhanced functionality and personalization, such as remembering your language preferences or form entries.
Analytics Cookies: Help us understand how visitors use our Site by collecting and reporting information anonymously. We may use third-party analytics services such as Google Analytics. These cookies require your consent before activation.
Marketing/Advertising Cookies: May be used in the future to deliver relevant advertisements or to track the effectiveness of advertising campaigns. These cookies require your affirmative consent before activation and will not be set without it.

Managing Cookies
You can manage your cookie preferences through: (a) our cookie settings tool on this Site (when available); (b) your browser settings, where you can block or delete cookies; or (c) third-party opt-out tools. Please note that disabling certain cookies may affect the functionality of this Site.

For Google Analytics specifically, you may install the Google Analytics Opt-out Browser Add-on available at https://tools.google.com/dlpage/gaoptout.

Do Not Track Signals
We honor the Global Privacy Control (GPC) signal as a valid opt-out request under the CCPA/CPRA. With respect to other Do Not Track (DNT) browser signals, there is currently no universally accepted standard for how companies should respond to DNT signals; accordingly, we do not currently respond to DNT signals other than GPC.

14. Third-Party Links Disclaimer
This Site may contain links to third-party websites, services, or resources that are not owned or controlled by Kateri or its affiliates. We provide these links solely for your convenience and do not endorse, and are not responsible for, the content, products, services, privacy practices, or security measures of any third-party website.

We encourage you to review the privacy policies and terms of use of any third-party website before providing personal information. Your access to and use of third-party websites is at your own risk, and Kateri Capital LLC / Westview Partners LLC and their affiliates shall have no liability arising from or related to your use of any third-party website.

15. CFTC Exemption Disclosure
Certain funds managed by Kateri and their affiliates have claimed an exemption from registration as a commodity pool operator (“CPO”) with the Commodity Futures Trading Commission (“CFTC”) pursuant to CFTC Rule 4.13(a)(3). Under this exemption, the applicable fund is not required to deliver a CFTC disclosure document or a certified annual report to investors. The CFTC does not pass upon the merits of participating in a trading program or upon the adequacy or accuracy of a CPO’s disclosure. This exemption is available because the applicable fund meets one of the following conditions: (i) the aggregate initial margin and premiums required to establish commodity interest trading positions do not exceed 5% of the liquidation value of the fund’s portfolio, or (ii) the aggregate net notional value of such positions does not exceed 100% of the liquidation value of the fund’s portfolio.

16. Terms of Use
By accessing and using this Site, you agree to be bound by the following Terms of Use. If you do not agree to these Terms, please do not access or use this Site.

No Warranties
This Site and all content herein are provided “as is” and “as available” without warranty of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, title, and non-infringement. Kateri and their affiliates do not warrant that this Site will be uninterrupted, error-free, secure, or free of viruses or other harmful components.

Limitation of Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, KATERI CAPITAL LLC / WESTVIEW PARTNERS LLC AND THEIR AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOST PROFITS, LOST DATA, TRADING LOSSES, BUSINESS INTERRUPTION, OR DAMAGES ARISING FROM YOUR USE OF OR INABILITY TO USE THIS SITE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. YOUR USE OF THIS SITE IS AT YOUR SOLE RISK.

Intellectual Property
All content on this Site, including text, graphics, logos, images, trademarks, service marks, trade names, and software, is the property of Kateri Capital LLC / Westview Partners LLC or their affiliates or licensors and is protected by applicable intellectual property laws. Nothing on this Site grants, by implication, estoppel, or otherwise, any license or right to use any content or trademark without the prior written permission of the applicable rights holder.

Restrictions on Use
You agree not to: (a) reproduce, distribute, modify, create derivative works of, publicly display, or publicly perform any content from this Site without prior written consent; (b) use this Site for any unlawful purpose or in violation of any applicable law, statute, regulation, or ordinance; (c) attempt to gain unauthorized access to any portion of this Site or its systems; (d) introduce any virus, malware, or harmful code; or (e) use any automated means to access, scrape, or collect information from this Site.

Indemnification
You agree to indemnify, defend, and hold harmless Kateri Capital LLC / Westview Partners LLC and their affiliates, officers, directors, employees, agents, and licensors from and against any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys’ fees) arising out of or relating to your use of this Site, your violation of these Terms, or your violation of any rights of another.

Governing Law and Jurisdiction
These Terms of Use shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflicts of law principles. Any dispute arising out of or relating to these Terms or your use of this Site shall be subject to the exclusive jurisdiction and venue of the state and federal courts located in Harris County, Texas.

17. Accessibility Statement
Kateri and their affiliates are committed to ensuring that this Site is accessible to all users, including individuals with disabilities. We strive to conform to the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA standards published by the World Wide Web Consortium (W3C).

We continuously review and improve this Site to enhance accessibility. Our efforts include: providing text alternatives for non-text content; ensuring sufficient color contrast; supporting keyboard navigation; and maintaining compatibility with assistive technologies, including screen readers.

If you experience any difficulty accessing any part of this Site or have suggestions for improving accessibility, please contact us using the methods described in Section 19 below. We welcome your feedback and will make reasonable efforts to address accessibility concerns in a timely manner. If you require information on this Site in an alternative format, please let us know and we will work to accommodate your request.

18. Updates to This Page
We may update this Legal & Compliance page from time to time to reflect changes in our practices, applicable laws, or regulatory requirements. When we make material changes, we will update the “Effective Date” at the top of this page and may take additional steps to notify you as appropriate. Your continued use of this Site after any such changes constitutes your acceptance of the updated terms.

This Legal & Compliance page was last updated in April 2026.

19. Contact Information for Privacy & Legal Requests
If you have questions about this Legal & Compliance page, wish to exercise any privacy rights described herein, or have an accessibility concern, please contact us at:

Kateri Capital LLC (formerly Westview Partners LLC)
Attn: Legal & Compliance
1321 Upland Drive, STE 18267
Houston, TX 77043
Email: investors@kateri.com

California residents may also submit privacy requests via the methods specified in Section 6. We will respond to all verifiable consumer requests within 45 calendar days of receipt. Consumers with disabilities may request this page or any section thereof in an alternative format.

20. Restricted Use Regarding Minors
This Site is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children under the age of 13, consistent with the Children’s Online Privacy Protection Act (COPPA). If we become aware that we have collected personal information from a child under 13, we will promptly delete such information. We do not have actual knowledge that we sell or share the personal information of minors under the age of 16.

If you believe a child under 13 has provided personal information to us, please contact us immediately using the information in Section 19.