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Privacy Policy

Privacy Policy

Effective Date: May 31, 2026

Confido Capital, LLC (“Confido Capital,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit confidocap.com, contact us, request information, schedule a meeting, subscribe to communications, receive text messages, or otherwise interact with us online.

This Privacy Policy applies to information collected through our website, online forms, email communications, text messaging, scheduling tools, and related digital communications. It does not replace or modify any separate privacy notice, subscription agreement, investor documentation, advisory agreement, fund document, or other agreement you may enter into with Confido Capital.

Information We Collect

We may collect the following categories of information:

Information you provide directly. This may include your name, email address, phone number, company name, title, mailing address, investor status, meeting preferences, and any other information you choose to submit through website forms, email, scheduling tools, text messages, or other communications.

Investor or prospective investor information. If you inquire about investment opportunities or submit investor materials, we may collect information relevant to suitability, accreditation, investor eligibility, subscription documentation, compliance obligations, tax reporting, anti-money laundering review, and account administration.

Communications information. We may collect and maintain records of your communications with us, including emails, website inquiries, meeting requests, text messages, call records, and related correspondence.

Website and device information. When you visit our website, we may automatically collect certain technical information, such as your IP address, browser type, device type, operating system, pages viewed, referring website, date and time of visit, and general usage information.

Cookies and similar technologies. We may use cookies, pixels, analytics tools, and similar technologies to operate our website, understand site traffic, improve user experience, and evaluate the effectiveness of communications. You can generally control cookies through your browser settings.

 

How We Use Information

We may use the information we collect to respond to inquiries and requests; schedule meetings, calls, consultations, or follow-ups; send meeting confirmations, reminders, and related communications; provide information about Confido Capital, our strategies, funds, services, or market commentary; communicate with you by email, phone, text message, or other communication methods you provide; evaluate prospective investor relationships; process subscriptions, investor onboarding, account administration, and related documentation; maintain legal, regulatory, tax, accounting, and compliance records; improve our website, communications, and services; protect against fraud, unauthorized access, cybersecurity risks, and misuse of our website; and comply with applicable law, regulation, legal process, or regulatory requests.

We do not use personal information to make automated decisions that produce legal or similarly significant effects without appropriate review.

 

Text Messaging and SMS Communications

If you provide your mobile phone number to Confido Capital, you consent to receive calls and text messages from us, including SMS or similar messaging technologies, regarding your inquiry, scheduled meetings, meeting reminders, follow-up communications, service-related updates, and information you request.

Text messages from Confido Capital are intended for business, informational, scheduling, and relationship-management purposes. Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.

You may opt out of receiving text messages from us at any time by replying STOP to a text message from us, or by contacting us directly. For help, you may reply HELP or contact us using the information listed below. After you opt out, we may still send non-marketing administrative or transactional messages where permitted by law, such as responses to your direct requests or communications necessary to service an existing relationship.

Consent to receive text messages is not a condition of any investment advisory service or investment relationship.

Confido Capital does not sell personal information. Confido Capital does not share mobile information with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

Mobile information may be shared with service providers only as necessary to deliver text messages, operate our communications systems, comply with law, protect our rights, prevent fraud or misuse, or support our business relationship with you.

 

How We Share Information

We do not sell personal information. We may share information in the following circumstances:

Service providers. We may share information with vendors and service providers that help us operate our business, website, email systems, scheduling tools, text messaging services, investor onboarding, fund administration, compliance, accounting, legal, analytics, cybersecurity, or other business functions.

Professional advisors. We may share information with attorneys, accountants, auditors, consultants, compliance professionals, administrators, custodians, brokers, banks, and other advisors or counterparties as reasonably necessary.

Legal and regulatory purposes. We may disclose information to comply with law, regulation, subpoena, court order, government request, regulatory inquiry, examination, tax reporting obligation, anti-money laundering requirement, or other legal process.

Business transactions. We may disclose information in connection with a merger, reorganization, financing, sale of assets, transfer of business interests, or similar transaction.

With your direction or consent. We may share information when you ask us to do so or otherwise consent.

 

Third-Party Websites and Tools

Our website may contain links to third-party websites, platforms, scheduling tools, investor portals, custodians, administrators, text messaging platforms, or other services. We are not responsible for the privacy practices, security, or content of third-party websites or services. Your use of those services is governed by their own terms and privacy policies.

 

Cookies, Analytics, and Do Not Track

We may use analytics and similar tools to understand how visitors use our website. These tools may collect information such as pages visited, time spent on the site, referral sources, browser information, and device information.

Some browsers offer “Do Not Track” signals. Because there is not a uniform industry standard for responding to such signals, our website may not respond to all browser “Do Not Track” signals. You may control cookies through your browser settings and, where available, through any cookie preference tools we provide.

 

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no website, network, system, or transmission of information is completely secure. We cannot guarantee absolute security.

 

Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law, regulation, contractual obligation, tax requirement, investment recordkeeping rule, compliance obligation, or legitimate business need.

 

Children’s Privacy

Our website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, please contact us so we can take appropriate action.

 

California Privacy Rights

Depending on your residence and our legal obligations, you may have certain rights regarding your personal information, including the right to request access to personal information, correction of inaccurate information, deletion of personal information, and information about how personal information is collected, used, or disclosed.

Confido Capital does not sell personal information. Confido Capital does not share mobile information with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

If we engage in online advertising, analytics, or similar technologies that may be considered a “sale” or “sharing” under applicable privacy laws, we will provide any legally required notices and choices.

To submit a privacy request, please contact us using the information below. We may need to verify your identity before processing your request. We will not discriminate against you for exercising applicable privacy rights.

 

Financial Privacy

If you become an investor, advisory client, or fund investor, additional privacy notices may apply under federal or state financial privacy laws. Those notices may describe additional practices regarding nonpublic personal information collected in connection with an investment, advisory, or financial relationship.

 

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The effective date above indicates when this Privacy Policy became effective. Any changes will be effective when posted unless otherwise stated.

 

Contact Us

For questions about this Privacy Policy, to submit a privacy request, or to opt out of communications, please contact:

Confido Capital, LLC
Website: confidocap.com
Email: info@confidocap.com
Address: 1732 Aviation Blvd, Redondo Beach, CA

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