Regulatory
Form ADV Part 2A and 2B
Form ADV is the disclosure document investment advisers file with regulators. Part 2A describes the Firm's
services, fees, conflicts of interest, and disciplinary history. Part 2B describes the individuals who
provide advice.
- Form ADV Part 2A — Firm Brochure — [Placeholder: upload
public/documents/mosaicinvest-form-adv-part-2a.pdf] - Form ADV Part 2B — Brochure Supplement — [Placeholder: upload
public/documents/mosaicinvest-form-adv-part-2b.pdf]
The Firm's Form ADV will also be available through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov once its registration is effective.