Blackfield Capital Management LLC (“Blackfield,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of the personal information entrusted to us by our clients and prospective clients. We maintain physical, electronic, and procedural safeguards designed to protect your information and comply with applicable federal privacy laws governing registered investment advisers.
Information We Collect
We collect personal information necessary to provide investment advisory services and to comply with applicable legal and regulatory requirements. Depending on your relationship with Blackfield, this information may include:
Name, address, telephone number, and email address. Date of birth and Social Security number or taxpayer identification number. Financial account information. Information regarding your assets, income, net worth, investment objectives, and financial circumstances. Other information you provide to us or authorize us to obtain
How We Use Your Information
We use your personal information solely to:
Provide investment advisory services. Open and maintain investment accounts. Process transactions. Communicate with you. Comply with legal and regulatory obligations. Protect against fraud or unauthorized activity.
How We Share Information
We do not sell your personal information.
We may disclose personal information only as necessary to:
Service providers who assist us in providing investment advisory services, such as custodians, fund administrators, accountants, attorneys, auditors, or technology providers. Regulatory authorities or governmental agencies when required by law. Other parties with your authorization or as otherwise permitted by law.
Blackfield does not currently engage in joint marketing arrangements and does not share personal information with affiliated companies for marketing purposes.
Protecting Your Information
We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Access to client information is limited to those who require it to perform their responsibilities.
Former Clients
If you cease to be a client, we will continue to protect your personal information in accordance with this Privacy Policy and applicable law.
Website Privacy
Our website is intended primarily to provide general information about Blackfield and its services. We do not knowingly collect personal information through the website except information voluntarily provided by visitors, including information submitted through our contact form. Visitors should avoid providing sensitive personal or financial information through the website or unsecured email. The website may collect limited technical information, such as IP address, browser type, and pages visited, through standard web server logs or analytics tools to help us maintain and improve the website.
Questions
If you have questions regarding this Privacy Policy or our privacy practices, please contact:
Blackfield Capital Management LLC
info@blackfield.capital