‍ ‍Privacy Policy

Last Updated: April 2026

In this Privacy Notice, the terms “we,” “our” and “us” refer to Caird Investment Partners, LLC, affiliated entities, and employees, collectively (“Caird”).  The terms “you” and “your” in this Privacy Notice refer broadly to all the individual investors that have provided information to the the Firm and those who have accessed the website. This Privacy Policy outlines how Caird collects, uses, discloses, and safeguards personal information obtained through our website (the "Website").

1. Information We Collect

We may collect contact personal information such as your name, email address, postal address, and phone number, when you provide it voluntarily through forms on the website. If you create an account, we may collect information such as your username and password. Your Personal Information will be retained for the time necessary in relation to the purpose(s) for which such information is processed. 

We may also automatically collect certain information when you visit our Website, including usage data and cookies. Usage data includes information about your interaction with our Website, including your IP address, browser type, device type, and pages visited. We use cookies and similar tracking technologies to collect data about your browsing behavior and preferences. You can manage your cookie preferences through your browser settings.

We do not knowingly collect Personal Information from children under the age of 13. If you are under the age of 13, please do not submit any Personal Information through our website. We encourage parents and legal guardians to monitor their children’s Internet usage and to help enforce our Privacy Policy by instructing their children never to provide Personal Information on our website without their permission.

2. How We Use Your Information

We may use your personal information to communicate with you, respond to inquiries, provide updates about our services and to analyze and improve the site's performance, user experience, and content.

3. Disclosure of Your Information

We may share your personal information to third party service providers who assist us in operating our Website, conducting business, or providing services to you. We may disclose your information to comply with legal obligations or protect our rights, privacy, safety, or property when required by law or in response to legal process.

We do not disclose any Personal Information we collect, as described above, about our current or former investors to anyone other than to administrators, custodians, banks and service providers (including but not limited to our IT service providers, email archivists and CRM system providers) in connection with the administration, processing and servicing of customer accounts or to our accountants, attorneys and auditors (all such persons, collectively, “Third Parties”), or otherwise as required by law.

4. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

The California Consumer Privacy Act of 2018, California Civil Code Sections 1798.100 et seq. (CCPA) additionally affords data protection rights to persons who are California residents, following a verifiable request, and under certain circumstances, the right of access—twice in a 12-month period, free of charge—to the 12-month period prior to the request, the categories and specific pieces of personal information [FIRM] has collected about the person, the categories of sources from which the personal information is collected, the business purpose for collecting the personal information; and the right to delete personal information under certain circumstances.

5. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We reserve the right to update or modify this Privacy Policy at any time and from time to time without prior notice.

6. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at info@cairdinvestments.com.

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