Policy

Fund Expenses

Effective: April 2026 Owner: Chief Compliance Officer Applies to: All Telvo entities

Framework

Telvo's Fund Expenses policy defines the scope of expenses charged directly to each fund vehicle, the scope of expenses borne by the investment manager, and the reimbursement mechanics between them.

Fund-Level Expenses

Expenses charged directly to fund vehicles are limited to those permitted under each fund's LPA and include third-party legal, audit, tax preparation, fund administration, custody, sub-advisory, financing, insurance, valuation, and transaction-specific expenses.

Manager-Borne Expenses

Ordinary course expenses of operating the investment manager and the platform's operating company, including platform employee compensation, office overhead, and back-office technology, are borne by the investment manager.

Reporting

Fund-level expenses are itemized in each fund's quarterly LP report and reconciled annually in audited financial statements prepared by PwC.