Grove Capital Partners Privacy Policy Grove Capital Partners is committed to protecting your privacy. We place a high priority on maintaining the confidentiality and security of the personal and account information that you share with us in the normal course of doing business. This privacy policy describes the collection, disclosure, and safeguarding of your nonpublic personal information.

 

Information Collection The information we collect is limited to that which is required to provide you with personalized advisory, financial services and products. This includes personal and financial data that we receive directly from you in writing, by phone, electronically, or any other means.

 

Disclosure of Information We do not disclose nonpublic information about you to anyone, except as directed by you, as necessary to service your account or process a transaction, or as otherwise permitted by law. Your customer information is never sold to anyone. Information may be shared between Grove Capital Partners and its affiliates in the course of your choosing certain products that met your specific investment needs. We may also share information, as a normal part of business operations, with companies that perform clearing or administrative services for Grove Capital Partners. For example, we share information with our clearing firm as necessary to effect, administer or enforce transactions that you request or authorize. In all such instances, your information is strictly protected and is used only for its intended purpose. Additionally, we may provide information about you to third parties, such as in response to a subpoena or to comply with an inquiry by a governmental agency, regulator, or law enforcement authority. We restrict access to your personal and account information to those employees who need to know that information in order to provide products and services and to you. All employees are required to protect and maintain the confidentiality of your information in accordance with our policies and procedures.

 

Additional Information If you decide to become an inactive customer, we will continue to adhere to the privacy policies and practices described in this notice. The examples contained within this Privacy Policy are illustrative only and are not intended to be exclusive. This Privacy Policy applies to Grove Capital Partners LLC and Grove Capital Partners Advisory LLC