Patriot Growth Capital – NPI Policies
NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information when you provide it to us (or give us permission to obtain it). This permission continues even if you were no longer communicating or investing with us. This can include but is not limited to your National ID, Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. Regardless of our relationship with you, we will share your information only as described in this notice.
PARTIES TO WHOM WE DISCLOSE INFORMATION
All manner of partners, consultants, managers, and associated parties, need to share clients’ personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
- For everyday business purposes of Patriot Growth Capital LLC, or its affiliated parties and companies – such as to help evaluate or further an opportunity, or operate an element of your business, process your transactions, maintain your account(s), comply with regulations, respond to court orders, or legal investigations;
- For non-affiliates’ (Roles like a CPA, attorney, advisor, bank, email services, online signing service, and other data processors) everyday business purposes – such as information as needed to operate the business, about your transactions, experiences, and record facilitation.
- For our marketing purposes – In select cases we may let you know if another Patriot Growth Capital opportunity is available, or of an opportunity we believe may be of specific interest.
- Form non-affiliate marketing purposes – We do not share your information. We do not participate in joint-marketing.
Legally, you can contact us at any time to limit our sharing… but since we avoid sharing your information except when required and we have communication and activity retention regulations we must follow, there is no sharing we participate in to opt-out of.
PROTECTING CURRENT AND FORMER CLIENT INFORMATION
We intentionally retain as little private information as we practically can. Our policy is to only retain personal or confidential information as long as necessary for its required purpose. Our policy is for employees to keep no information but information required for an unfulfilled task or ongoing communication on their devices; and that their device security patches and software are kept up to date. The information we’re required to retain is backed up and encrypted. Material required to be shared outside of our organization we routinely anonymize (like cap tables). To further protect your personal information from unauthorized access and use, we use additional computer safeguards as well as securing our physical records.
We are required by law to inform you of our policies regarding privacy of client information. Federal law gives you the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
THOUGH WE DO NOT SHARE YOUR INFORMATION IN THE FOLLOWING WAYS, the US Federal Government requires we inform you: “Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.”
DEFINITIONS:
Affiliates – companies related by common ownership or control. They can be financial and non-financial companies;
Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies;
Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.
Please call or email if you have any questions.
Patriot Growth Capital, LLC – [email protected] – 888-398-3660
1621 Central Ave, Cheyenne, WY 82001