Gilder Partners for Growth, LLC (Gilder Partners)
October 2024
What Does Gilder Partners Do With Personal Information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and assets
- Account balances and transaction history
- Checking account information and wire transfer instructions
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Gilder Partners for Growth, LLC chooses to share; and whether you can limit this sharing.
Reasons We Can Share Your Information
For Our Everyday Business Purposes:
Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
Does Gilder Partners share? Yes. Can you limit this sharing? No.
For Our Marketing Purposes:
To offer our products and services to you.
Does Gilder Partners share? Yes. Can you limit this sharing? No.
For Joint Marketing With Other Financial Companies
Does Gilder Partners share? No. Can you limit this sharing? We do not share.
For Our Affiliates’ Everyday Business Purposes:
Information about your transactions and experiences.
Does Gilder Partners share? No Can you limit this sharing? We do not share.
For Our Affiliates’ Everyday Business Purposes:
Information about your creditworthiness.
Does Gilder Partners share? No Can you limit this sharing? We do not share.
For Our Affiliates To Market to You
Does Gilder Partners share? No Can you limit this sharing? We do not share.
For Non-Affiliates To Market to You
Does Gilder Partners share? No. Can you limit this sharing? We do not share.
How does Gilder Partners for Growth, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and building.
How does Gilder Partners for Growth, LLC collect my personal information?
We collect your personal information, for example, when you:
▪ Open an account
▪ Deposit money
▪ Seek advice about your investments
▪ Enter into an investment advisory contract
▪ Tell us about your investment or retirement portfolio or earnings
We also collect your personal information from other companies.
Questions
- Call (919) 680-3608 or
- Email info@gilderpartners.com
DEFINITIONS
Affiliates
Companies related by common ownership and control. They can be financial and nonfinancial companies.
Gilder Office for Growth, LLC
Nonaffiliates
Companies not related by common ownership and control. They can be financial or nonfinancial companies.
We do not share with nonaffiliates so that they can market to you.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or service to you.
We do not jointly market.
