Disclosures

Registration Status

Mercer Island Capital Management, LLC^® (“MICap,” “the Firm,” “we,” or “our”) is an investment adviser registered with the State of Washington. Registration as an investment adviser does not imply any level of skill or training. MICap is not registered with the U.S. Securities and Exchange Commission. The Firm transacts business only in states where it is registered, or qualifies for an exemption or exclusion from registration.

Informational Purposes Only

This website is for informational purposes only and does not constitute a complete description of the Firm’s investment advisory services. The information presented here is not a solicitation or offer to sell securities or investment advisory services in any jurisdiction where the Firm is not registered or exempt, and it should not be construed as personalized investment, financial, tax, or legal advice. Nothing on this site is intended to be a recommendation to buy or sell any security or to adopt any particular investment strategy.

Investment Risk & No Guarantee of Results

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No statement on this site should be construed as a guarantee of any specific outcome or return. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product referenced will be profitable or suitable for a client’s individual circumstances.

No Tax or Legal Advice

Mercer Island Capital Management does not provide tax or legal advice. Nothing contained on this website should be interpreted as such. Please consult a qualified tax or legal professional regarding your individual situation before making any decision.

Custody of Assets

Client assets are held with one or more qualified, independent, third-party custodians. The Firm does not take physical custody of client funds or securities except to the limited extent permitted under applicable rules. Custodians are responsible for the safekeeping of assets and for providing account statements directly to clients, who are encouraged to review those statements carefully.

Third-Party Links & Content

This website may contain links to third-party websites or references to information prepared by independent third parties. Such links and references are provided for convenience only. The Firm does not endorse, approve, certify, or control third-party content and is not responsible for its accuracy, completeness, or reliability. Accessing a linked site is done at the user’s own risk.

Form ADV & Additional Information

Additional information about the Firm, including its services, fees, business practices, and the background of its investment adviser representatives, is available in the Firm’s Form ADV. A copy is available upon request and through the Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov.

Trademark Notice

“Mercer Island Capital Management” and the MICap name and logo are trademarks of Mercer Island Capital Management, LLC (U.S. Reg. No. 7,210,070). All rights reserved.

Questions

If you have any questions about these disclosures, please contact us:

This website is maintained by and under the supervision of Mercer Island Capital Management, LLC^®. Posted June 2026.