Effective date: July 19, 2026

Disclaimer and acceptance

These Terms of Use apply to the website operated by CalTex Capital, LLC (“CalTex,” “we,” “us,” or “our”), including caltexcapital.com and any other CalTex digital property on which a link to these Terms of Use appears (collectively, the “CalTex Website”). These Terms apply to all visitors and users.

By accessing or using the CalTex Website, you agree to be legally bound by these Terms of Use then in effect. If you do not agree, do not use the CalTex Website.

These Terms of Use, and the information and materials on the CalTex Website, may change from time to time without prior notice. Continued use after changes constitutes acceptance of the modified Terms where permitted by law.

Related policies

Our Privacy Policy and Privacy Settings / Cookie Notice explain how we handle personal information and cookies. They are incorporated by reference into these Terms.

Access subject to local restrictions

The CalTex Website and the information and functionalities on it are not directed at or intended for use by any person in any jurisdiction where distribution of such information or functionality would be contrary to law, or where distribution would require licenses or authorizations that have not been obtained.

Services and information on the website

Materials on the CalTex Website describe CalTex’s activities as a single-family investment office and related corporate advisory services at a high level. Information may not be available in all jurisdictions or to all persons, and any investment, financing, or advisory arrangement is subject to separate evaluation, documentation, and agreement.

Materials on the CalTex Website are for general information. They are not a complete statement of any investment mandate, engagement terms, or transaction terms. Unless specifically stated otherwise, examples are illustrative only.

No offer of securities; no professional advice

Information on the CalTex Website is provided for informational purposes and for your non-commercial use in learning about CalTex. Nothing on the CalTex Website constitutes an offer to sell, or a solicitation of an offer to buy, any security or investment product, a recommendation of any investment strategy, or a binding offer to provide advisory or other services until an agreement is properly entered into under our processes.

Nothing on the CalTex Website constitutes legal, tax, accounting, or investment advice. Past performance is not indicative of future results. Do not make decisions solely based on website content. Seek independent professional advice as appropriate.

No warranty

Your use of the CalTex Website is at your own risk. The CalTex Website and all content are provided “as is” and “as available,” without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, title, or non-infringement, to the fullest extent permitted by law. We do not warrant that the CalTex Website will be uninterrupted, error-free, secure, or free of viruses or other harmful components.

Limitation of liability

To the fullest extent permitted by law, CalTex and its members, managers, directors, officers, employees, contractors, service providers, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of data, profits, or business, arising out of or related to your use of or inability to use the CalTex Website, whether based in contract, tort (including negligence), or otherwise, even if advised of the possibility of such damages.

You are responsible for using appropriate devices, browsers, and security practices when accessing the CalTex Website.

Links and third-party content

The CalTex Website may contain links to third-party websites or content provided for convenience. We do not control and are not responsible for third-party sites or content.

Intellectual property

CalTex (or its licensors) retains all right, title, and interest in the CalTex Website and its content, including text, graphics, logos, and software. The CalTex name and logo are trademarks of CalTex Capital, LLC. You may not copy, modify, distribute, or create derivative works from website content for commercial purposes without our prior written permission, except for limited personal or internal use that retains proprietary notices.

Electronic communications

Ordinary email and electronic messages may not be secure. Do not send sensitive payment credentials or unnecessary sensitive personal data by unsecured email. We may not accept contractual instructions solely by email unless we expressly agree.

Prohibited uses

You agree not to:

• Use the CalTex Website in violation of law or these Terms;
• Attempt unauthorized access to systems, accounts, or data;
• Interfere with or disrupt the CalTex Website or related infrastructure;
• Use automated means to scrape or harvest content systematically without our permission;
• Misrepresent your identity or affiliation with CalTex.

Privacy

Our collection and use of personal information is described in our Privacy Policy.

Severability

If any provision of these Terms is held invalid or unenforceable, the remaining provisions will continue in full force and effect.

Additional terms

Certain pages or materials may present additional terms, disclosures, or agreement documents. If those Additional Terms conflict with these Terms of Use for that page or matter, the Additional Terms control for that page or matter.

Governing law and venue

These Terms of Use are governed by the laws of the State of Texas, without regard to conflict-of-law principles. You agree that exclusive jurisdiction and venue for any dispute arising out of or relating to these Terms or the CalTex Website shall lie in the state or federal courts residing in Houston, Texas, and you consent to personal jurisdiction there.

Contact

CalTex Capital, LLC
Three Riverway Drive, Suite 1800
Houston, Texas 77056
(713) 487-9910
Privacy / general inquiries: Contact