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Privacy notice

Praestantia Capital Privacy Policy


Your Privacy Matters

At Praestantia Capital, LLC, we prioritize maintaining your trust and safeguarding your personal information. This notice outlines how we collect, use, and protect your data.


Information We Collect

We collect non-public personal information, including:

  • Details provided on account applications (e.g., name, address, Social Security Number, financial goals).
  • Transaction history with us or affiliates.
  • Website visit records for security and service improvement.
  • Information from third parties, such as credit bureaus.


How We Use & Share Information

We do not sell client data. We may share information under these circumstances:

  • With service providers supporting account management (e.g., clearing firms, investment companies).
  • To comply with legal, regulatory, and supervisory obligations.
  • With authorized representatives (e.g., attorneys, trustees).
  • For cybersecurity and fraud prevention.
  • In the event of business succession or advisor departures (subject to state-specific opt-in rules).


Security & Cyber Protection

We implement strict physical, electronic, and procedural safeguards to protect your personal data. Our cybersecurity policies are available upon request.


Your Rights & Opt-Out Options

You may restrict certain data sharing by contacting us. However, we may still share information as required by law, for account services, or for regulatory compliance.


Closed or Inactive Accounts

Our privacy commitments continue even if you close your account.


For questions or opt-out requests, please contact Praestantia Capital.


Copyright © 2020 Praestantia Capital LLC

All Rights Reserved.

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