Precision Capital Advisors, LLC Advisory Affiliates and Related Persons Privacy Notice

Commitment to Investor1 Privacy

Precision Capital Advisors, LLC and its advisory affiliates and related persons (collectively the "Firm") is committed to handling information regarding its investors responsibly. New technologies have dramatically changed the way information of all kinds is gathered, used and stored, but the importance of preserving the security and confidentiality of investor information has remained a core value of the firm. 

We recognize and respect the privacy expectations of each of our investors. We believe the confidentiality and protection of investor information is one of our fundamental responsibilities.

    Collection and Disclosure of Investor Information

    Investor information collected by or on behalf of the firm is obtained directly from the investor or the investor’s professional advisors and generally comes from the following sources:

    The information we collect may include a client’s name, address, social security or Employee Identification Number, assets, net worth, income, investments, beneficial interests, investment history and other personal financial data. In addition, we obtain information about clients interest in funds (such as capital account balances and percentage interests) from the funds themselves and their other service providers.

    We may disclose client information to affiliated and non-affiliated third parties:

    • Subscription agreements, investor questionnaires, investment advisory agreements, investment management agreements, account applications, other required forms and agreements, correspondence, written or telephone contacts with investors regarding their accounts; or
    • Third parties.
    • As authorized by the client,
    • As permitted by law, for example, to service providers who maintain or service customer accounts for the firm or to a client’s broker or agent; or
    • As required by law, for example, as part of a regulatory or similar filing with certain regulatory and/or governmental agencies.

    Security of Investor Information

    We restrict access to non-public personal information about investors to those employees who need to know that information to provide products or services to that investor. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard an investor's non-public personal information.

    When information about investors is disclosed to non-affiliated third parties, we require that the third party maintain the confidentiality of the information disclosed and limit the use of information by the third party solely to the purposes for which the information is disclosed or as otherwise required by law.

    We adhere to the policies and practices described herein regardless of whether the investor is a current or former investor.

    The policy we have outlined here is current as of the date hereof, but as circumstances or requirements change, we may need to amend this policy. We will notify our investors of any such amendment.

      1For the purpose of this policy, the term "investor" includes any individual who provides non-public personal information to the Firm.