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  • Portola Creek Capital - We are Investment Managers in Values-Based Investing (also known as Impact or Sustainable Investing) in ESG. Companies that are Environmentally friendly, Socially Responsible, and have good Governance
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Privacy

Financial companies choose how they share your personal information. Federal law provides our clients the right to limit some, but not all sharing of information. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do, and what we do not do. We do not disclose nonpublic personal information about our clients, former clients, or prospective clients to third parties other than as described below.

Personal Information We Collect

We may collect information about you (such as your name, address, social security number, balance sheet, income statement, prior investment experience, transaction history, and money transfer instructions) in connection with our providing investment advisory services to you. Additionally, as user of our website, you may provide information regarding your use of our website and your email and contact information.

How We Collect This Information

We may collect this information from you through a various means. For example, when you provide us with your contact information, enter into an investment management contract with us, instruct us to wire money, or from discussions we have with you. We may also collect this information electronically through emails or your use of this website.

How We Use This Information

All financial companies need to share customers’ personal information to run their everyday business and we use the personal information we collect form you for our everyday business purposes. These purposes may include: to provide advisory services to you, to open an account for you, to process a transaction for your account, to respond to court orders, regulatory inquiries, and legal investigations.

Disclosure To Others

In order to service your account and conduct your transactions, we may provide your personal information to firms that assist us in servicing your account and have a need for such information, such as a broker or custodian.

How We Protect Your Personal Information

To protect your personal information from unauthorized access and use, we use security measures that comply with Federal law. We restrict access to nonpublic personal information about you to our employees who need to know that information to provide services to you. We also maintain physical, electronic, and procedural safeguards.

Who Is Providing This Privacy Notice

This Privacy Notice relates to Portola Creek Capital (“PCC”).

Who To Contact With Questions

If you have any questions about this Privacy Notice, please call 415 990 9499.

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415-634-0766

info@portolacreek.com

Portola Creek has joined 1709 asset owners, investment managers, and service providers in signing the Principles for Responsible Investing pledge.

We have signed the Principles for Responsible Investing pledge.

© 2022 Growth Capital Strategies LLC.