Vault / Terms of Service

Terms of Service.

Effective · September 1, 2025
These Terms of Service govern your use of the website operated by BDG Capital Holdings LLC ("the Firm," "we," "us"), 15064 Summerland Ln, Fontana, CA 92336, United States, and the general conditions under which the Firm provides investment, advisory, fiduciary, and market-infrastructure services. By accessing this website, you agree to these terms.

1. Nature of This Website

This website is provided for general informational purposes only. Content describes the Firm's divisions and service categories; it does not constitute investment advice, an offer to sell, a solicitation to buy, or a recommendation of any security, financial instrument, royalty, lease, lien, or other asset. No client, advisory, fiduciary, or custodial relationship is formed by visiting this site or submitting an access request.

2. Services

All services — principal dealing, advisory, fund and trust management, fiduciary administration, custody, and market-infrastructure functions — are provided pursuant to written agreements or governing instruments specifying scope, authority, fees, and terms. In the event of a conflict between these Terms and a signed agreement or governing instrument, that document controls.

2.1 Written Mandates

No position is taken, no asset is moved, and no fiduciary action is performed without a written mandate or governing instrument naming the authority, limits, and review terms. Instructions received by unsecured email are not acted upon without independent verification.

2.2 Client Obligations

Clients and counterparties agree to provide accurate identification, documentation, and instructions, to maintain current contact information, and to review statements and reports promptly upon receipt.

3. Regulatory Position

Certain of the Firm's functions — including custody, transfer agency, clearing, and advisory activities — may be subject to federal or state registration, licensing, or exemption requirements. The Firm operates each division within the framework applicable to it. Nothing on this website should be construed as a representation that any particular service is available in any jurisdiction where it would be unlawful.

3.1 No Offer or Solicitation

Descriptions of principal dealing activities describe the Firm's own-account business and do not constitute an offer of interests in the Firm or in any fund or instrument it manages. Offers, if any, are made only by formal offering documents delivered to qualified recipients.

3.2 Virtual Currency

Virtual-currency clearinghouse functions involve digital assets that carry distinct and substantial risks, including price volatility and evolving regulation. Descriptions on this site are informational and do not constitute advice regarding digital assets.

4. Fees and Payment

Fees are stated in the applicable agreement and may be structured as fixed fees, asset-based fees, retainers, or transaction charges. Advisory services are fee-paid by the client; the Firm does not accept third-party commissions in respect of advisory engagements. Invoices are payable within the stated period; late payments may accrue interest at the contractual rate, not to exceed the maximum permitted by law.

5. Intellectual Property

5.1 Website Content

All content on this website — including text, graphics, layout, and design — is the property of BDG Capital Holdings LLC or its licensors and is protected by copyright and other intellectual property laws. You may view and print pages for personal, non-commercial use. No other reproduction or distribution is permitted without written consent.

5.2 Deliverables and Records

Reports, analyses, and documents prepared for a client are provided for that client's use as specified in the engagement agreement. Registers, statements, and fiduciary records are maintained and delivered as required by the governing instrument and applicable law.

6. Confidentiality

Each party agrees to protect the other's confidential information with reasonable care and to use it only for purposes of the engagement or appointment. Fiduciary information is held to the stricter standard described in the governing instrument. Exceptions apply for information that is publicly known, independently developed, rightfully received from a third party, or required to be disclosed by law or regulator.

7. Acceptable Use of This Website

You agree not to: (a) use the website for any unlawful purpose; (b) submit false, misleading, or fraudulent information or instructions; (c) impersonate any person, entity, or account holder; (d) attempt to gain unauthorized access to systems or data; (e) interfere with the operation of the website; or (f) use the site to transmit securities instructions or payment directions, which are accepted only through verified channels.

8. Disclaimer of Warranties

This website is provided "as is" and "as available" without warranties of any kind, express or implied. We make no warranty that the website will be uninterrupted, error-free, or free of harmful components. Nothing on this site constitutes a guarantee of investment performance; all investing involves risk, including possible loss of principal.

9. Limitation of Liability

To the maximum extent permitted by law, the Firm's aggregate liability arising from or related to this website shall not exceed one hundred dollars. Liability for services is governed by the applicable agreement. In no event shall the Firm be liable for indirect, incidental, consequential, special, or punitive damages arising from use of this website.

10. Indemnification

You agree to indemnify and hold harmless BDG Capital Holdings LLC from claims, losses, and expenses (including reasonable attorneys' fees) arising from your violation of these Terms, your misuse of this website, your submission of false information or instructions, or your impersonation of any person or account holder.

11. Third-Party Sites

This website may contain links to third-party websites for convenience. The Firm does not endorse and is not responsible for the content, products, or practices of any third-party site.

12. Termination

Engagements and appointments terminate as provided in the applicable agreement or governing instrument. Upon termination, amounts earned and obligations incurred through the termination date remain payable. Provisions concerning confidentiality, records, indemnification, and limitation of liability survive termination.

13. Governing Law and Disputes

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles. Any dispute arising from these Terms or use of this website shall be resolved in the state or federal courts located in San Bernardino County, California, and the parties consent to their jurisdiction. Governing instruments may specify alternative dispute-resolution procedures, which shall control for disputes arising under them.

14. Severability and Waiver

If any provision of these Terms is found unenforceable, the remaining provisions remain in effect. Failure to enforce any right or provision is not a waiver of that right or provision.

15. Changes to These Terms

We may revise these Terms from time to time. The current version will be posted on this page with its effective date. Continued use of the website following a revision constitutes acceptance of the revised Terms.

16. Contact

Questions about these Terms should be directed to: