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Important Disclosure Information

Halbert Hargrove Global Advisors, LLC (“HH”) is an SEC registered investment adviser with its principal place of business in Long Beach, California.

HH may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HH’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of HH’s web site on the Internet should not be construed by any consumer and/or prospective client as HH’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 HH 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. A copy of HH’s current written disclosure Brochure and Form CRS discussing HH’s business operations, services, and fees is available on this web site and/or from HH upon written request. HH does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HH’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by HH), will be profitable or equal any historical performance level(s). Neither HH’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if HH is engaged, or continues to be engaged, to provide investment advisory services. HH registration status does not imply a specific level of skill or training.

Certain portions of HH’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, HH (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from HH, or from any other investment professional. HH is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if HH is engaged, or continues to be engaged, to provide investment advisory services.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to HH’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from HH, or from any other investment professional.

Each client and prospective client agrees as a condition precedent to his/her/its access to HH’s web site, to release and hold harmless HH, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from HH.

Testimonials: Please Note: Limitations. No compensation has been paid or offered by HH for testimonials, unless otherwise specifically noted. Positive comments should not be construed as an endorsement of HH by any of its past or current clients, nor any assurance that HH may be able to help any client achieve the same satisfactory results. To the contrary, there can be no assurance that a client or prospective client will experience a certain level of results or satisfaction if HH is engaged, or continues to be engaged, to provide investment advisory services.

Provided below are the current prospectuses of interval funds Halbert Hargrove may deploy. This section was last updated 4/8/2026 and may not be reflective of the most recent prospectus.

Provided below is the current prospectus of the Hamilton Lane Private Assets fund. The section was last updated 8/11/2026 and may not be reflective of the most recent prospectus.

XHLIX Private Assets Tender Offer Fund

Provided below are the current prospectuses of thematic trends Halbert Hargrove may deploy. This section was last updated 4/8/2026 and may not be reflective of the most recent prospectus.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.