Privacy Policy

Effective Date: January 1, 2024

The purpose of this Privacy Policy (“Policy”) is to explain our practices with respect to the collection, use, disclosure, and safeguarding of your personal information. This Policy applies to information collected through coastridgecap.com, to the extent that the activity or relationship is not subject to a separately provided privacy policy, (the “Site”); visitors to our premises; individuals who attend or register for events organized by Coastridge Capital Partners, including educational and affinity programs; recipients of newsletters or other marketing communications issued by or on behalf of Coastridge Capital Partners;  and current and former shareholders in Coastridge Capital Partners entities or officers, directors, employees, advisors, intermediaries, and other representatives of such shareholders, (collectively, the “Services”).

If you have a relationship with another business unit of Coastridge Capital Partners, you may be provided with a separate privacy policy with respect to the collection, use, disclosure, and safeguarding of your personal information by that business unit. 

WHAT PERSONAL INFORMATION WE COLLECT AND GENERATE

We may collect or generate personal information about you, or a third party acting upon your instruction, in a number of ways and from a number of sources depending on the Services and the relationship we have with you. The following is a list of categories of personal information, along with some descriptions and examples, that we may collect or generate through the Services. Some data elements will fit into multiple categories. 

Personal Identifiers
Examples and Description: First and last name, email address, address, telephone number, unique personal identifiers and related information, publicly photographic images, signature
Sources: From you, such as when you register for our newsletter or visit our premises

Device and Online Identifiers and Related Information
Examples and Description: Online identifiers, Internet Protocol (IP) address, mobile/wireless carrier, device identifier, and other device information
Sources: Automatically generated via Cookies or similar tools when you interact with our Site or email communications

Internet, Application, and Network Activity
Examples and Description:  Data related to user activity (e.g., when and how you use the Site and interact with our communications including emails) including emails, browsing history, search and clickstream history, online website tracking information, other data related to user activity, and URL referral header information
Sources:  Automatically generated via Cookies or similar tools when you interact with our Site or email communications

Location Data
Examples and Description: Region, country, city; building access records; information about your geolocation and mobile device including a unique identifier for your device; in some instances, location can be estimated from your IP address or through your Wi-Fi connection.
Sources:  From you, such as when you visit our premises; automatically generated via Cookies or similar tools when you interact with our Site or email communications

Protected Classification Characteristics
Examples and Description: This includes age, race, national origin, citizenship, nationality, marital status, sex, and veteran or military status. Please note that we collect information regarding gender identity, gender expression, and sexual orientation in conjunction with affinity programs.
Sources: From you, such as when you register for affinity programs