Old School Capital LLC ("Old School Capital") is an investment advisory firm registered with the Commonwealth of Massachusetts. Its headquarters are located at One Lupine Road in Andover, Massachusetts.
Old School Capital and its representatives are in compliance with current registration and/or filing notice requirements imposed upon registered investment advisers by the Commonwealth of Massachusetts. Old School Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements by applicable state law.
Old School Capital's web site is limited to the dissemination of general information pertaining to its investment advisory, financial planning and consulting services. Accordingly, Old School Capital’s web site on the Internet should not be construed by any consumer and/or prospective client as Old School Capital's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Any subsequent, direct communication by Old School Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Advice can only be rendered after all of the following conditions are met:
- The delivery of Old School Capital’s Form ADV Part II to the prospective client;
- The execution of an Advisory Agreement between Old School Capital and the prospective client;
- The payment of any advisory fees due to Old School Capital from the prospective client, as per the executed Advisory Agreement.
For information pertaining to the registration status of Old School Capital, please contact the Securities Division of the Office of the Secretary of the Commonwealth, Commonwealth of Massachusetts, in Boston, Massachusetts.
The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. It should not be construed as advice meeting the particular needs of any investor. All references that might be made to an investment or portfolio's performance are based on historical data and one should not construe that such performance will continue in the future. Further, Old School Capital does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Old School Capital's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided appropriately.