Written by 8:58 pm Blog, Current Investigations

Investor Alert: Caritas Royalties Fund II (Bermuda) Ltd.  

Investor Alert: Caritas Royalties Fund II (Bermuda) Ltd., featured by top securities fraud attorneys, the White Law Group

Securities Investigation: Caritas Royalties Fund II (Bermuda) Ltd.   

The White Law Group is investigating potential securities claims involving broker dealers who may have improperly recommended Caritas Royalties Fund II (Bermuda) Ltd. to investors.  

Caritas Royalties Fund II (Bermuda) Ltd. Is reportedly sponsored by California investment adviser Cornerstone Acquisition & Management Company LLC. The company reportedly filed a Form D to raise capital from investors. The total offering amount sold was purportedly $31,000,000, according to an  SEC filing.   

The problem with private placement investments is that they typically involve a high degree of risk. They are also often sold as unregistered securities which lack the same regulatory oversight as more traditional investment products like stocks or bonds. ?They are illiquid and often are associated with high fees and commissions.  

To learn more about the risks of investing in private placement investments, please see: Regulation D Private Placement Fraud Attorneys  

Investigating Potential Claims   

Brokerage firms are required to perform due diligence on any investment they recommend, including private placement investments. They must ensure that the investment is suitable for a particular investor in light of that investor’s age, investment objectives, income, net worth, and investment experience.  This information is all publicly available and provided to you by The White Law Group. The White Law Group is a national securities fraud, securities arbitration, and investor protection law firm with offices in Chicago, Illinois and Seattle, Washington.  

If you have concerns regarding your investment in Caritas Royalties Fund II (Bermuda) Ltd. and would like to speak with a securities attorney about your options, please call The White Law Group at 888-637-5510.   

For more information on The White Law Group and its representation of investors in FINRA arbitration claims, visit http://whitesecuritieslaw.com 

  

 

 

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