Portico Advisers, LLC (“Portico”) values your privacy. It is Portico’s policy to respect your privacy regarding any information we may collect while operating our website. Our website address is: https://porticoadvisers.com.
Like most website operators, Portico collects non-personally-identifying information of the sort that web browsers and servers typically make available, such as the browser type, language preference, referring site, and the date and time of each visitor request. Portico’s purpose in collecting non-personally identifying information is to better understand how Portico’s visitors use its website. From time to time, Portico may release non-personally-identifying information in the aggregate, e.g., by publishing a report on trends in the usage of its website.
What personal data we collect and why we collect it
Certain visitors to Portico’s website choose to interact with Portico in ways that require Portico to gather personally-identifying information. The amount and type of information that Portico gathers depends on the nature of the interaction.
For example, we ask visitors who sign up for our newsletter to provide their name, email address, and firm type, but only an email address is required.
Those who engage in transactions with Portico — by purchasing access to our Informal Guide to Raising Your First Private Equity Fund, for example — are asked to provide additional information, including as necessary the personal and financial information required to process those transactions.
In each case, Portico collects such information only insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with Portico. Portico does not disclose personally-identifying information other than as described below. And visitors can always refuse to supply personally-identifying information, with the caveat that it may prevent them from engaging in certain website-related activities.
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
Portico may collect statistics about the behavior of visitors to its website. For instance, Portico may monitor the most popular webpages on its site. Portico may display this information publicly or provide it to others. However, Portico does not disclose personally-identifying information other than as described below.
Disclosures of certain personally-identifying information
Portico discloses potentially personally-identifying and personally-identifying information only to those of its employees, contractors and affiliated organizations that (i) need to know that information in order to process it on Portico’s behalf or to provide services available at Portico’s website, and (ii) that have agreed not to disclose it to others. Some of those employees, contractors and affiliated organizations may be located outside of your home country; by using Portico’s website, you consent to the transfer of such information to them.
Portico will not rent or sell potentially personally-identifying and personally-identifying information to anyone.
Other than to its employees, contractors and affiliated organizations, as described above, Portico discloses potentially personally-identifying and personally-identifying information only in response to a subpoena, court order or other governmental request, or when Portico believes in good faith that disclosure is reasonably necessary to protect the property or rights of Portico, third parties or the public at large.
Please see additional details for our Store Visitors below.
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
We collect information about you during the checkout process on our store.
What we collect and store
While you visit our site, we’ll track:
- Products you’ve viewed: we’ll use this to, for example, show you products you’ve recently viewed
- Location, IP address and browser type: we’ll use this for purposes like estimating taxes and shipping
- Shipping address: we’ll ask you to enter this so we can, for instance, estimate shipping before you place an order, and send you the order!
When you purchase from us, we’ll ask you to provide information including your name, billing address, shipping address, email address, phone number, credit card/payment details and optional account information like username and password. We’ll use this information for purposes, such as, to:
- Send you information about your account and order
- Respond to your requests, including refunds and complaints
- Process payments and prevent fraud
- Set up your account for our store
- Comply with any legal obligations we have, such as calculating taxes
- Improve our store offerings
- Send you marketing messages, if you choose to receive them
If you create an account, we will store your name, address, email and phone number, which will be used to populate the checkout for future orders.
We generally store information about you for as long as we need the information for the purposes for which we collect and use it, and we are not legally required to continue to keep it. For example, we will store order information for 3 years for tax and accounting purposes. This includes your name, email address and billing and shipping addresses.
We will also store comments or reviews, if you choose to leave them.
Who on our team has access
Members of our team have access to the information you provide us. For example, Administrators can access:
- Order information like what was purchased, when it was purchased and where it should be sent, and
- Customer information like your name, email address, and billing and shipping information.
Our team members have access to this information to help fulfill orders, process refunds and support you.
What rights you have over your data
If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes. If you wish to request a copy of the personal data we hold about you, please e-mail us at [email protected].
For Users in the EEA and Switzerland
If you are a resident of the EEA or Switzerland, the following information applies.
Purposes of processing and legal basis for processing personal information: As explained above, we process personal information in various ways depending upon your use of our website. We process personal information on the following legal bases: (1) with your consent; (2) as necessary to perform our agreements; and (3) as necessary for our legitimate interests in providing services where those interests do not override your fundamental rights and freedom related to data privacy.
Transfers: Personal information we collect may be transferred to, and stored and processed in, the United States or any other country in which we or our affiliates, partners, or service providers maintain facilities. Upon the start of enforcement of the General Data Protection Regulation (GDPR), we will continue to ensure that transfers of personal information to a third country or an international organization are subject to appropriate safeguards as described in Article 46 of the GDPR.
Individual Rights: If you are a resident of the EEA or Switzerland, you are entitled to the following rights once the GDPR becomes effective. Please note: In order to verify your identity, we may require you to provide us with Personal Information prior to accessing any records containing information about you.
- If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us.
- You can also request that we erase any personal data we hold about you.
- This does not include any data we are obliged to keep for administrative, legal, or security purposes.
- If you wish to request a copy of the personal data we hold about you, please e-mail us at [email protected].
- You also have the right to lodge a complaint about our data collection and processing actions with your data protection authority.
Data protection, storage, and transmission
If Portico, or substantially all of its assets, were acquired, or in the unlikely event that Portico goes out of business or enters bankruptcy, user information would be one of the assets that is transferred or acquired by a third party. You acknowledge that such transfers may occur, and that any acquirer of Portico may continue to use your personal information as set forth in this policy.
Information you provide about others
Use of the site by children
To stop receiving e-mail newsletters from Portico
If you wish to stop receiving e-mails from Portico, please click on the “unsubscribe” link at the bottom of one of our newsletters.