Peter Bergschneider

Partner, New York

14 Years of Experience

Peter is a Relationship Manager responsible for covering limited partners across the East Coast and Canada.

Prior to joining Aviditi, Peter was a member of the Park Hill Group in institutional distribution, covering limited partners across the East Coast, South and Southwest regions. Additionally, his responsibilities included advising general partners on product development and capital formation strategy within private equity, credit, energy and infrastructure. Prior to that, Peter held similar roles at Credit Suisse in the Asset Management Institutional Distribution Group and at Merrill Lynch in the Private Sales Group. Peter began his career in management consulting at The Lucas Group in Boston.

Peter received his Bachelor of Arts in Philosophy from Gettysburg College.

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Business Continuity Plan

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The Firm’s BCP addresses all areas affected by a business disruption of any type: data backup and recovery, financial and operational systems and assessments, alternative communications with clients, employees and regulators, as well as critical suppliers and banks, and alternate physical location of employees if necessary. The Plan is designed to enable the Firm to recover and restore business operations as quickly as possible, safeguard employees and property, protect the Firm’s books and records, and assure clients prompt service through alternative offices if the Firm is unable to continue its business locally.

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Customer Complaint Notice Disclosure pursuant to SEC Rule 17a-3(a)(18)(ii)

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Attn: Legal Department
Aviditi Financial, LLC
8117 Preston Road, Suite 450
Dallas, Texas 75225

USA Patriot Act Notice to Clients

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United States

Aviditi Financial, LLC, is not a retail broker-dealer, and does not solicit or carry accounts for, or offer or sell securities products to retail customers. Aviditi Financial, LLC is a member FINRA and SIPC, provides investment banking, private placement, merger, acquisition, and divestiture services. Aviditi Financial, LLC is registered as a broker-dealer with the Securities and Exchange Commission and is regulated by the Financial Industry Regulatory Authority, Inc. (FINRA).

Aviditi Financial, LLC (together with is affiliates, “Aviditi”) is entitled to a fee based on an investor’s capital commitment to the investment vehicle for which it provides placement agent services on behalf of Sponsor Entities and therefore has a material incentive to solicit investors to commit capital to investment vehicles. Aviditi’s non-SEC registered broker-dealer affiliates in the UK and the EU may receive a fee not to exceed 3% of an investor’s capital commitments. The compensation directly or indirectly paid to Aviditi as a result of such investments may be greater than that received by Aviditi in relation to other placements. These fees and other compensation will create an incentive for Aviditi to promote prospective investors’ acquisition of an investment in the Fund. Aviditi has provided or in the future may provide other services to the Sponsor Entities, their affiliates, clients, portfolio companies and investors whom it solicits, such as investment banking, consulting, advisory, valuation and other services. Aviditi may have ongoing relationships (including with respect to the foregoing services) with Sponsor Entities and their affiliates, clients, portfolio companies and investors whom they solicit. Aviditi is not currently an advisory client of the Sponsor Entities nor an investor in any Sponsor funds. However, certain employees of Aviditi may be or may become investors in such Sponsor portfolio companies. These other relationships and the fees that may have been or may be paid to Aviditi in respect thereof may be deemed to result in material conflicts of interest on the part of Aviditi.

United Kingdom

Aviditi Capital Advisors UK Ltd. is an Appointed Representative of Robert Quinn Advisory LLP, which is authorised and regulated by the Financial Conduct Authority. Aviditi Capital Advisors UK Ltd. is incorporated in England and the registered office is at 65 Curzon Street, 6th Floor, London, W1J 8PE.

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Germany and European Economic Area

Aviditi Capital Advisors Europe GmbH acts as a tied agent in the context of investment brokerage of financial instruments pursuant to Section 2 clause 2 no. 3 of the German Securities Institutions Act (Wertpapierinstitutsgesetz, "WpIG") exclusively for the account and under the liability of the securities institution AHP Capital Management GmbH, Weißfrauenstraße 12 to 16, 60311 Frankfurt am Main, Germany pursuant to Section 3 clause 2 WpIG. Further information on the investment services offered may be found here. Distribution of financial instruments in the European Economic Area is conducted exclusively by Aviditi Capital Advisors Europe GmbH.