Last Updated: February 18, 2026
Introduction
Jade Equity Partners ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or otherwise interact with us. Please read this policy carefully to understand our practices regarding your personal data.
Information We Collect
We may collect information about you in a variety of ways, including:
Personal Data
Personally identifiable information, such as your name, email address, mailing address, and telephone number, that you voluntarily provide when you contact us, request information, or engage our services.
Financial Information
When you engage our investment services, we may collect financial information necessary to provide our services, including investment objectives, risk tolerance, net worth, income, and other financial data relevant to portfolio management and advisory services.
Usage Data
Information our servers automatically collect when you access our website, such as your IP address, browser type, operating system, access times, and the pages you view.
Cookies and Tracking Technologies
We may use cookies, web beacons, and other tracking technologies to collect information about your browsing activity and preferences. You can control cookie settings through your browser preferences.
How We Use Your Information
We use the information we collect to:
- Provide, operate, and maintain our investment services and advisory offerings
- Process your inquiries and respond to your requests
- Communicate with you about our services, updates, and relevant industry insights
- Analyze usage patterns to improve our website and services
- Comply with legal and regulatory requirements
- Prevent fraudulent activity and protect our rights and property
- Fulfill any other purpose for which you provide the information
SMS & Text Message Communications
If you provide your mobile phone number and opt in, Jade Equity Partners may send you SMS or text messages for customer care, informational, account-related, and promotional or marketing purposes. Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.
You may opt out of receiving SMS messages at any time by replying STOP to any message. For assistance, reply HELP or contact us at todd@jade-equity-partners.com.
We do not sell or share your mobile phone number with third parties for their own marketing purposes. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. Mobile information will only be used in accordance with this Privacy Policy and applicable laws. Your consent to receive SMS messages is not a condition of purchase.
Disclosure of Your Information
We may share your information in the following circumstances:
- Service Providers: With third-party vendors who perform services on our behalf, such as data analysis, email delivery, hosting, and customer service
- Business Transfers: In connection with a merger, acquisition, reorganization, or sale of assets
- Legal Requirements: When required by law, regulation, or legal process, or to protect our rights, property, or safety
- With Your Consent: For any other purpose disclosed to you at the time we collect the information or with your consent
We do not sell your personal information to third parties for their own marketing purposes.
Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with our legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we will securely delete or anonymize it.
Your Privacy Rights
Depending on your location, you may have certain rights regarding your personal information, including:
- The right to access and receive a copy of your personal data
- The right to correct inaccurate or incomplete information
- The right to delete your personal information under certain circumstances
- The right to restrict or object to certain processing of your data
- The right to data portability
- The right to withdraw consent at any time
To exercise these rights, please contact us at todd@jade-equity-partners.com.
Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.
International Data Transfers
Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that are different from the laws of your country. We take appropriate safeguards to ensure your information remains protected in accordance with this Privacy Policy.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date. We encourage you to review this policy periodically for any updates.
Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:
Jade Equity Partners
4135 2nd Ave
Los Angeles, CA 90008
Email: todd@jade-equity-partners.com