Regulatory
Effective Date: January 1, 2026 · Last Updated: January 1, 2026
The information provided on this website is for general informational purposes only and does not constitute investment, legal, tax, or accounting advice. No content on this Site should be construed as a solicitation or offer to buy or sell any security or financial instrument, nor as a recommendation of any specific investment strategy. All investing involves risk, including the possible loss of principal.
Rikeve Partners is a registered investment advisory firm. Registration with the Securities and Exchange Commission (SEC) or any state securities authority does not imply a certain level of skill or training, nor does it constitute an endorsement of the firm by the regulating authority.
Rikeve Partners is required to maintain a current Form ADV on file with its regulatory authority. A copy of Part 2 of the Form ADV — which contains detailed information about the firm's advisory services, fees, business practices, and personnel — is available upon request at no charge.
Past performance of any investment strategy, security, or financial plan discussed by Rikeve Partners is not indicative of future results. All projections, forecasts, and forward-looking statements are inherently uncertain and subject to change based on market conditions, tax law, regulatory changes, and individual client circumstances.
Retirement income planning involves a variety of assumptions including life expectancy, inflation rates, investment returns, and legislative changes to tax and benefits law. Actual results may differ materially from those projected or discussed.
Rikeve Partners does not provide legal or tax advice. The information on this Site and in our advisory engagements should not be construed as such. We strongly encourage all prospective and current clients to consult with qualified legal counsel and tax professionals regarding their specific circumstances, including estate planning, tax planning, and any legal matters related to their financial situation.
Rikeve Partners is committed to transparency regarding how we are compensated. Our advisory fees and any other forms of compensation we receive are described in detail in our Form ADV Part 2. We are committed to identifying, disclosing, and managing any actual or potential conflicts of interest that may arise in the course of our advisory relationship.
Specific compensation arrangements, if any, related to particular financial products or services will be disclosed to clients in writing prior to or at the time of any recommendation.
From time to time, Rikeve Partners may reference or rely upon information from third-party sources, including market data, research, or commentary. While we take reasonable care to use reliable sources, we do not independently verify all third-party information and make no representation or warranty as to its accuracy, completeness, or timeliness.
This website is intended solely as an informational resource and as a means for prospective clients to initiate an introduction through our referral process. It is not intended as a substitute for individualized professional advice. No advisory relationship is created, and no fiduciary duty is assumed, by virtue of visiting this Site or submitting an introduction request.
An advisory relationship with Rikeve Partners is established only upon the execution of a formal written advisory agreement between the firm and the client.
Rikeve Partners takes the privacy of client financial information seriously. We maintain policies and procedures designed to protect the confidentiality of client information in accordance with applicable federal and state privacy laws, including Regulation S-P. A copy of our Privacy Notice is provided to clients at the commencement of our relationship and annually thereafter, as required by law.
To request a copy of Rikeve Partners' Form ADV Part 2, our Privacy Notice, or any other regulatory disclosure document, please contact us directly at [email protected]. We will fulfill your request promptly and without charge.