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.