Privacy Policy

Information We Collect

Personal Information

• Name
• Email address
• Phone number
• Mailing address
• Employment and professional information

Investor & Financial Information

In connection with investor inquiries, onboarding, subscription documentation, or investment administration, Masina Investment Partners may collect:

• Investment experience and history
• Accreditation status
• Investor suitability information
• Subscription and participation records
• Financial or identity-related documentation where required

Website & Technical Information

• IP address
• Browser and device type
• Website usage behavior
• Cookies and analytics data

How We Use Information

• Evaluate investor eligibility and suitability
• Respond to inquiries and communications
• Administer investments and investor relationships
• Provide investor portal access and reporting
• Improve website functionality and user experience
• Comply with legal, regulatory, and recordkeeping obligations

Compliance & Legal Obligations

Masina Investment Partners structures investment offerings in accordance with applicable federal and state securities laws, including Regulation D exemptions where applicable.

Information may be collected and retained to:

• Evaluate investor eligibility and suitability
• Comply with legal and regulatory obligations
• Maintain records for compliance, audit, tax, and operational purposes

Certain offering documents and processes may require investor verification, accreditation verification, or compliance-related documentation.

Masina Investment Partners may also maintain records and filings required in connection with federal and state securities notice filings and exemptions.

Sharing of Information

We do not sell personal information.

We may share information with:

• Legal and tax advisors
• Technology platforms and software providers
• Lenders and financial institutions, limited information where necessary
• Compliance, accounting, and document management providers

Information is shared only where reasonably necessary for business, operational, regulatory, or legal purposes.

Investor Portal & Security

If you access a secure investor portal:

• Access is protected through login credentials
• Information is transmitted using commercially reasonable encryption
• Access is limited to authorized users

We implement safeguards designed to protect sensitive investor information.

Marketing & Communications

We may collect information through:

• Website forms
• Newsletter subscriptions
• Events and webinars
• Investor inquiries

Users may opt out of communications at any time.

Data Security

Masina Investment Partners takes commercially reasonable measures to protect information against unauthorized access, misuse, disclosure, or loss.

No system can be guaranteed to be completely secure.

Data Retention

We retain information:

• For the duration of investor or business relationships
• As required for legal, tax, audit, and regulatory purposes
• As necessary to administer investments and maintain records

Your Rights

Depending on applicable laws and jurisdiction, individuals may have rights to:

• Request access to personal information
• Request corrections
• Request deletion subject to legal obligations

Disclaimers

This website is provided for informational purposes only.

Nothing contained on this website constitutes legal, tax, financial, or investment advice.

Third-Party Links

Masina Investment Partners is not responsible for the privacy practices or content of third-party sites.

Changes to This Policy

Masina Investment Partners may update this Privacy Policy periodically.

Contact Information