Who we are
Our website address is: https://portal.fairview-partners.com
Our Policy
We appreciate your decision to invest with us, and we want you to know that your privacy is of utmost importance to us. The following is a description of our policy regarding the disclosure of personal information.
We are sending you this notice pursuant to Federal Trade Commission and Securities and Exchange Commission rules that require financial institutions such as investment advisers and private funds (“Financial Institutions”) to provide their clients/investors with an initial and annual privacy notice describing the Financial Institution’s policies regarding the sharing of information. We do not disclose nonpublic, personal information about our investors to third parties, other than as described below.
We collect information about you (such as your name, address, social security/tax I.D. number, assets, and income) from our discussions with you, from documents that you may deliver to us, and in the course of providing services to you. We may use this information to provide services to you, to accept you as a limited partner or shareholder, to process a transaction for you, or otherwise in furtherance of our business. In order to service your account and effect your transactions, we may provide your personal information to our affiliates and to firms that we have engaged to assist us in servicing your account and have a need for such information, such as an outside accounting firm, auditor, attorney, or fund administrator. We may also disclose such information to financial institutions with which we have joint client/investor relationships. We require third party service providers and financial institutions with which we have joint client/investor relationships to protect the confidentiality of your information and to use the information only for the purposes for which we disclose the information to them. Except as noted above, or as required by law, we do not otherwise provide information about you to any other third parties without your prior permission.
We maintain physical, electronic, and procedural safeguards to guard your personal information.
If you have any questions or comments regarding our Privacy Policy, please contact Fairview Partners, LLC at 206.508.9331.