WHAT DOES SEVEN BRIDGES ADVISORS LLC DO WITH YOUR PERSONAL INFORMATION?
Financial companies choose how they share your personal information. Federal law gives our clients the right to limit some but not all sharing. 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.
We do not disclose non-public personal information to third parties about our clients, former clients, fund investors or former fund investors other than as described below.Personal information we collect. We collect personal information about you in connection with our providing advisory services to you. This information includes your social security number (as applicable) and may include other information such as your:
– Investment experience
– Transaction history
– Income and
– Wire transfer instructions.
How we collect this information:
We collect this information from you through various means. For example when you give us your contact information, enter into an investment advisory contract with us, buy securities (i.e., interests in a fund) from us, tell us where to send money, or make a wire transfer. We also may collect your personal information from other sources, such as our affiliates or other non-affiliated companies*.
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 from you for our everyday business purposes. These purposes may include for example:
– To provide advisory services to you.
– To open an account for you.
– To process a transaction for your account.
– To market products and services to you.
– To respond to court orders and legal investigations.
Disclosure to others. We may provide your personal information to our affiliates and to other non-affiliated third parties as permitted by law that assist us in servicing your account and have a need for such information, such as a fund administrator. We note that the Federal privacy laws only give you the right to limit the certain types of information sharing that we do not engage in (e.g., sharing with our affiliates certain information relating to your transaction history or creditworthiness for their use in marketing to you, or sharing any personal information with non-affiliates for them to market to you). State laws may give you additional rights to limit sharing.
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. These measures include computer safeguards and secured files and buildings.
Who is providing this Privacy Notice:
This Privacy Notice is being provided to you by Seven Bridges Advisors LLC.
Who to contact with questions:
If you have any questions about this Privacy Notice, please call us
at (212) 490-6320.
*Our affiliates are companies related to us by common ownership or control and can include both financial and non‐financial companies. Non‐affiliates are companies not related to us by common ownership or control and can include both financial and non‐financial companies.