Privacy Policy

Cirrus Capital Management, LLC provides investment services by means of its own internal operations and unaffiliated third-party service and product providers. This firm and the product and service providers receive and maintain information about you that is related to your account.

Where does Cirrus Capital Management, LLC obtain the information?

The information that Cirrus Capital Management, LLC has comes directly from you. This includes such information as your name, address, and Social Security number that you provided on applications, agreements, or other forms. In addition, Cirrus Capital Management, LLC maintains records of each of your transactions and holdings at the product and service providers which are processed through this firm.

To whom does Cirrus Capital Management, LLC disclose such information?

We provide information about current or former clients to parties outside of our firm only as described below:

  • To other companies as necessary to process your business. For example, Cirrus Capital Management, LLC processes your investment instructions through product and service providers with whom it has business agreements. The information obtained from you is given to the product and service providers for purposes of effecting transactions in your account and preparing your account statements. These parties must limit their use of the information to the purpose for which it was provided.
  • Where required or authorized by law or regulation. Examples include responses to a subpoena, court order, or regulatory demand.
  • As authorized by you. You may direct Cirrus Capital Management, LLC, to send account statements or other account information to a third party. For example, you direct us to send statements to your CPA for tax preparation purposes.

Confidentiality and Security

Cirrus Capital Management, LLC restricts access to information about you to itself and authorized agents who need to know that information in order to provide products or services to you. Cirrus Capital Management, LLC maintains physical, electronic, and procedural safeguards to maintain the confidentiality of your information.

If you cease being our client, we will continue to protect your information for at least the retention time period required by law and until such time as the information can be destroyed safely.