Personal information we collect.
Consello collects personal information about you in connection with providing advisory services to you. This information may include your:
- Taxpayer identification number;
- Addresses, telephone numbers and driver’s license number (or state-issued identification card number);
- Financial information, including a financial account number;
- Investment experience;
- Transaction history;
- Capital commitment and capital contribution account balances;
- Investment in a Consello fund, or engagement with Consello;
- Wire transfer instructions; and
- Information collected via Internet websites, including cookies.
How Consello collects this information.
Consello collects this information from you through various means. For example, when you give the Firm your contact information, enter into an investment advisory contract with the Firm, buy securities (i.e., interests in a fund) from the Firm, tell the Firm where to send money, or make a wire transfer.Consello also may collect your personal information from other sources. The Firm maintains physical, electronic, and procedural safeguards that comply with federal standards to safeguard your nonpublic personal information which the Firm believes are adequate to prevent unauthorized disclosure of such information.
How Consello uses this information.
All financial companies need to share customers’ personal information to run their everyday business, and the Firm uses the personal information collected from you for 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.
Consello may provide your personal information to firms that assist the Firm in servicing your account and have a need for such information, such as a broker or fund administrator.Consello may also disclose such information to service providers and financial institutions with whom Consello has joint marketing arrangements (i.e., a formal agreement between financial companies that together market financial products or services to you, such as placement agents).Consello requires third-party service providers and financial institutions with which the Firm has joint marketing arrangements to protect the confidentiality of your information and to use the information only for the purposes for which the Firm discloses the information to them.These sharing practices are consistent with Federal privacy and related laws, and in general, you may not limit our use of your personal information for these purposes under such laws.Consello notes that Federal privacy laws only give you the right to limit certain types of information sharing that the Firm does not engage in (e.g., sharing any personal information with others in order for them to market to you).
How Consello protects your personal information.
To protect your personal information from unauthorized access and use, Consello maintains physical, electronic, and procedural safeguards that comply with Federal law to safeguard nonpublic personal information which the Firm believes are adequate to prevent unauthorized disclosure of such information.These measures include computer safeguards and secured files and buildings.
Whom to contact to opt out of information sharing.
Whom to contact with questions.