Key Disclosures

At ILA, we pride ourselves in offering unparalleled investment perspective in our chosen asset class of marketplace lending.  We act as a fiduciary in putting our clients needs first and operate with full transparency.  ILA is a registered investment adviser in the state of Massachusetts. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. 

Intelligent Lending Advisers

Intelligent Lending Advisers

Should you wish to  access the Finra website to see additional details of our firm and registration, you can access the Financial Industry Regulatory Authority (FINRA) Brokercheck website using the below link.

Preserving trust is a core value at ILA. We recognize that our clients expect us to protect the information provided to us and to use it responsibly. We are strongly committed to fulfilling the trust that is the foundation of your expectations.   In accordance with our values, we have adopted and adhere to the following policy regarding the privacy of your public personal information.

Form ADV is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities. The form consists of two parts. Part 1 requires information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the adviser or its employees. Part 1 is organized in a check-the-box, fill-in-the-blank format. The SEC reviews the information from this part of the form to process registrations and manage its regulatory and examination programs. Although designed for a regulatory purpose, investment adviser filings of Part 1 are available to the public on the SEC’s Investment Adviser Public Disclosure (IAPD) website at www.adviserinfo.sec.gov.

Beginning in 2011, Part 2 requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the adviser’s fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel of the adviser. The brochure is the primary disclosure document that investment advisers provide to their clients. When filed, the brochures are available to the public on the IAPD website.