The information provided above was prepared by The Coterie Management Co. LLC (“The Coterie Management”) and is believed by the firm to be reliable. Lending products, coming soon, are to be provided by Coterie Finance LLC (“Coterie Finance”). The Coterie Management provides investment advisory services. The Coterie.Me, Inc. provides the estate planning product. References to “The Coterie”, “our” and “we” throughout this website refer to our parent company, The Coterie.Me, Inc., unless otherwise specified. Such information is not intended as a recommendation to purchase any fund interest and/or security. It should also be noted that an investment in the firm should not be construed as a testimonial or endorsement of The Coterie Management or its advisory services. All investment advisory services are conducted through The Coterie Management. It is anticipated that Coterie Finance will lend to borrowers who are accredited investors, at its sole discretion. Information relating to, or visual depictions of, fund managers are for illustrative purposes only.  Information relating to, or visual depictions of, the lending product are for illustrative purposes only.  There is no guarantee that access to selected examples will be available upon investment. For more information, please contact the firm. Loans, coming soon, are to be available in California, Florida, New York, Massachusetts, Virginia, North Carolina, Texas, and Connecticut. Loans in California are to be made or arranged pursuant to California Financing Law license #60DB0-146389. NMLS ID #2186505. The Coterie is not a law firm or an attorney and may not perform services performed by a law firm or an attorney. The information provided relating to our estate planning product is not a substitute for the advice or services of an attorney.Attorneys made available to you through The Coterie are third-party independent attorneys who may agree to provide legal services directly to you (not through The Coterie) via a separate legal services agreement between you and the attorney’s firm.  The Coterie is not a legal referral service and will not share in any fees paid by you to an attorney’s firm for legal services. No attorney-client relationship is created between you and The Coterie.