Investor FAQ.
Answers to common questions about investing in the Funds.
Frequently asked questions
Who may invest in the Funds?
Interests in the Anchor Point Bond Fund and the Veridos Income Stability Fund are offered under Rule 506(c) of Regulation D and are available exclusively to accredited investors.
How is accredited investor status verified?
Any accredited investor attestation made on this website is for access purposes only and is not verification. Before any investment is accepted, each investor’s accredited status must be verified through reasonable steps, which may include review of tax returns, financial statements or third-party confirmations.
What is the minimum investment?
The minimum investment for each Fund is $100,000.
How do subscriptions and redemptions work?
Subscription, redemption and transfer terms, including any notice periods and restrictions on withdrawal, are set out in the Fund’s Confidential Private Placement Memorandum and limited partnership agreement.
What fees do the Funds pay?
The Funds pay management and performance-based fees and bear their own expenses, all of which reduce investor returns. Complete fee and expense information is set out in each Fund’s Confidential Private Placement Memorandum.
Who is the Funds’ investment adviser?
Veridos Capital, LLC (CRD No. 324217) is an investment adviser registered with the Florida Office of Financial Regulation and the Michigan Department of Insurance and Financial Services, Corporations, Securities & Commercial Licensing Bureau. Registration does not imply a certain level of skill or training. Veridos Capital may transact business only in states where it is registered or is excluded or exempt from registration. Additional information is available at adviserinfo.sec.gov.
Who are the Funds’ service providers?
Anchor Point Bond Fund: fund administrator, Formidium Fund Services; auditor, Richey May & Co.; prime broker / custodian, Interactive Brokers, LLC; legal advisor, Foley and Lardner, LLP.
Veridos Income Stability Fund: fund administrator, Formidium Fund Services; auditor, Richey May & Co.; prime broker / custodian, Interactive Brokers, LLC; legal advisor, Nelson Mullins Riley & Scarborough LLP.
How do I request fund materials?
Please contact Veridos Capital, LLC by email to info@veridoscapital.com or by telephone to our investor relations line at 631-304-8551.
Important information
This website is for informational purposes only and is not intended to be, nor should it be construed or used as, financial, legal, tax or investment advice or an offer to sell, or a solicitation of an offer to buy, any interest in any fund. Interests in the Anchor Point Bond Fund and the Veridos Income Stability Fund (the “Funds”) are offered only to accredited investors, as defined in Rule 501(a) of Regulation D, under Rule 506(c) of Regulation D and only through the applicable Confidential Private Placement Memorandum (“PPM”), limited partnership agreement and subscription documents, which govern in the event of any inconsistency with this website. Before any investment is accepted, each investor’s accredited status must be verified through reasonable steps, which may include review of tax returns, financial statements or third-party confirmations. The Fund interests have not been registered under the Securities Act of 1933 or any state securities law. Neither the SEC nor any state regulator has approved or disapproved the Fund interests or passed on the accuracy or adequacy of this website.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “target,” “estimate,” “intend,” “continue,” or “believe.” No representation is made that the fund will or is likely to achieve its objectives or that any investor will or is likely to achieve results comparable to those shown or will make any profit at all or will be able to avoid incurring substantial losses.
Past performance, including the prior investment experience of Veridos Capital’s personnel, does not guarantee future results. Statements about objectives, strategies and risk management reflect current intentions and may change without notice. This website does not provide tax, legal or investment advice, and it does not consider any person’s individual circumstances. Prospective investors should read the PPM carefully, including its “Risk Factors” and “Conflicts of Interest” sections, and consult their own advisers before investing. The information contained herein is subject to revision, modification and updating.
An investment in either Fund is speculative, involves a high degree of risk and is suitable only for investors who can bear the loss of their entire investment. Risks include, among others:
- Loss of capital. There is no guarantee that either Fund will achieve its investment objective, generate income, preserve capital or reduce volatility. You may lose some or all of your investment.
- No guaranteed income. Interest and dividend payments may be reduced, suspended or eliminated. Distributions, if any, are not guaranteed and may include a return of capital.
- High-yield credit risk (Anchor Point Bond Fund). Below-investment-grade bonds have a greater risk of default, downgrade and price decline than investment-grade or government bonds, and these risks are heightened during economic downturns and rising-rate environments.
- Interest-rate risk. Bond prices generally fall when interest rates rise, and rising rates can also depress the prices of dividend-paying stocks.
- Equity market risk (Veridos Income Stability Fund). Stock prices may decline significantly because of company-specific, sector or general market conditions. High-dividend stocks may be concentrated in particular sectors.
- Risk-management limitations. The Funds’ risk-management process, including any hedging, may not work as intended, may reduce returns, and can’t eliminate losses, particularly in severe or rapid market declines.
- Illiquidity. Interests are not transferable without consent, no secondary market exists, and redemptions are limited, may be subject to lock-ups, notice periods and gates, and may be suspended.
- Leverage and derivatives. Use of leverage, short sales or derivatives can magnify losses.
- Limited operating history. The Anchor Point Bond Fund began operations on January 1, 2026, and has a limited operating history on which to evaluate it.
- Fees and conflicts. The Funds pay management fees and performance-based compensation regardless of whether they outperform any benchmark (there is no hurdle rate). Performance-based compensation may encourage riskier investments. Veridos Capital, which also provides financial planning under the name Canopy Financial Planning, has conflicts of interest when recommending the Funds to clients.
- Key person and valuation risk. The Funds depend on a limited number of investment professionals, and some holdings may be difficult to value.