
We limit the collection of information to what is necessary to provide superior investment services and fulfill our regulatory obligations.
Identity and Contact Data: Includes full legal name, professional title, mailing address, email address, and telephone numbers.
Financial and Tax Information: Includes Social Security numbers, bank account details for distributions, wire transfer instructions, and tax status information.
Verification and Background Data: Includes copies of government-issued identification and information obtained through anti-money laundering (AML) and "know your client" (KYC) checks.
Technical and Usage Data: Information about how you interact with our website, including IP addresses, browser types, and cookie-related data.
Ironleaf uses your personal information only for specified, legitimate business purposes:
Investment Administration: To manage your accounts, process transactions, and issue monthly preferred returns.
Regulatory Compliance: To meet our reporting obligations under federal laws, including the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P.
Communication: To provide updates on fund performance, offer new investment opportunities, and respond to your inquiries.
Risk Management: To verify your identity, prevent fraud, and conduct credit or reputation background checks.
We do not sell or rent your personal identification information to third parties. Disclosure occurs only under limited, necessary circumstances:
Service Providers: To third parties who perform business functions on our behalf, such as fund administrators, attorneys, and tax professionals.
Legal Requirements: To law enforcement or regulatory agencies when required by subpoenas, court orders, or applicable law.
Joint Marketing: To select affiliates to offer products or services that may be of interest to you, subject to your right to opt-out.
Ironleaf maintains physical, electronic, and procedural safeguards designed to protect your nonpublic personal information.
Data Security: We use encryption and secure servers to prevent unauthorized access, alteration, or disclosure of your sensitive information.
Access Control: Access to your data is strictly limited to employees and partners who require it to perform their professional duties.
Data Retention: We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected or to comply with legal, regulatory, or accounting requirements.
Depending on your jurisdiction, you may have specific rights regarding your personal data:
Access and Correction: You may request to review or correct the personal information we hold about you.
Opt-Out Rights: You have the right to opt-out of certain types of data sharing, particularly for marketing purposes.
Marketing Preferences: You can manage your consent for marketing communications at any time by following the "unsubscribe" instructions in our messages.
If you have questions about this Privacy Policy or how we handle your information, please contact our Compliance Department directly through our investor portal or official contact channels.
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Securities offered through private placements to qualified investors only. Past performance is not indicative of future results. Investments involve risk, including possible loss of principal. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities.