497 1 msgi_497s.htm 497 Blu Giant, LLC

MULTI-STRATEGY GROWTH & INCOME FUND

Supplement dated March 29, 2018

to the Statement of Additional Information dated July 1, 2017, as supplemented August 4, 2017, August 17, 2017, December 22, 2017 and January 29, 2018

____________________________________________________________________________

 

 

The table entitled “Interested Trustee and Officers” is revised in its entirety to read as follows:

 

Interested Trustee & Officers

Name,
Address
and
Age(year of
birth)
Position/Term of Office(1) Principal Occupation
During the Past Five Years
Number of
Portfolios
in Fund
Complex(2)
Overseen
by
Trustee
Other
Directorships
held by
Trustee
During Last 5
Years

Raymond J. Lucia, Jr.

1975(2)

 

Trustee, President since Sept. 2011

Chief Executive Officer for LCM Investment Management, LLC (2012-Present); Chief Executive Officer for Lucia Wealth Services, LLC (2010-Present); Chief Executive Officer for Lucia Securities, LLC (2010-Present), Executive Vice President for Raymond J. Lucia Companies, Inc.(2002-2010)

 

 

1 None

Felicia Tarantino

1987

Treasurer since June 2016 and Secretary since March 2018 Operations Manager for LCM Investment Management, LLC (2012-Present); Financial Analyst for Lucia Management Company, LLC (2012-Present); Accounting Specialist for Lucia Management Company, LLC (2010-2012) n/a n/a

James Colantino

1969

 

Assistant Treasurer since Sept. 2011

Senior Vice President (2011-present) Vice President (2004 – 2011); Senior Fund Administrator (1999-2004), Gemini Fund Services, LLC

 

 

 

n/a n/a

Monica Giron

1976

Assistant Secretary

since January 2018

Senior Paralegal, Gemini Fund Services, LLC, (2015-Present); Senior Paralegal, The Dreyfus Corporation (2007-2015)   n/a n/a
Emile R. Molineaux 1962 Chief Compliance Officer and Anti-Money Laundering Officer Since December 2010

CCO of various clients of Northern Lights

Compliance Services, LLC, (Secretary since 2003 and Senior Compliance Officer since 2011); General Counsel, CCO and Senior Vice President, Gemini Fund Services, LLC (2003-2011)

n/a n/a

 

(1)  The term of office for each Trustee and officer listed above will continue indefinitely.

(2) Raymond J. Lucia, Jr. is an interested person of the Trust by virtue of his position as President of the Trust and his indirect controlling interest in the Trust's adviser.

 
 

 

* * * * * *

 

You should read this Supplement in conjunction with the Prospectus and Statement of Additional Information each dated July 1, 2017 and supplemented August 4, 2017, August 17, 2017, December 22, 2017 and January 29, 2018, which provide information that you should know about the Fund before investing. These documents are available upon request and without charge by calling the Fund toll-free at 1-855-601-3841. The Prospectus and Statement of Additional Information may be obtained by visiting the U.S. Securities and Exchange Commission’s website at http://www.sec.gov. You should retain this Supplement for future reference.