Overview
This Privacy Policy applies to information collected through the Crescent Meridian Capital website and through direct communications initiated from the website. It is intended to explain how information may be collected, used, stored, and shared in connection with general website operations and inquiry handling.
This policy does not replace client agreements, Form ADV disclosures, custodian notices, or other legal documents that may apply when an advisory relationship is established.
Information We May Collect
Information you provide directly
When you submit a contact form, request a consultation, or communicate with the firm, information such as your name, email address, phone number, and any details you choose to share may be collected.
Information collected automatically
The website may collect limited technical information such as browser type, device type, referral source, approximate location, pages viewed, and general usage patterns for security, performance, and analytics purposes.
How Information May Be Used
- To respond to inquiries and consultation requests.
- To operate, maintain, and improve website performance and usability.
- To monitor website security, detect misuse, and maintain records where appropriate.
- To comply with applicable legal, regulatory, or recordkeeping obligations.
Cookies and Analytics
The website may use cookies or similar technologies to support functionality, measure traffic patterns, and improve the visitor experience. These tools generally help understand how the site is being used rather than identify visitors personally.
If analytics or third-party tools are used, the information shared with those providers is typically limited to technical and usage data needed to deliver the service.
Sharing of Information
Crescent Meridian Capital does not sell personal information collected through the website. Information may be shared with service providers that support website hosting, communications, scheduling, analytics, or security, but only to the extent reasonably necessary for those functions.
Information may also be disclosed when required by law, regulation, court order, or a valid governmental request.
Data Retention and Security
Information may be retained for as long as reasonably necessary to respond to inquiries, operate the website, maintain records, or satisfy compliance obligations. Reasonable administrative, technical, and organizational safeguards are used to help protect information, though no internet transmission or storage method can be guaranteed fully secure.
Third-Party Links
The site may include links to external websites or platforms. Crescent Meridian Capital is not responsible for the privacy practices, content, or security of third-party sites once you leave this website.
Updates to This Policy
This Privacy Policy may be updated from time to time to reflect changes in website functionality, business practices, or legal requirements. The effective date above will be revised when material changes are made.
Contact
If you have questions about this Privacy Policy, you may contact Crescent Meridian Capital at info@crescentmeridian.com or +1 (408) 396-7238.