FACTS
WHAT DOES CONSERVATION RESOURCE PARTNERS, LLC DO WITH YOUR PERSONAL INFORMATION?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the products or services you have with us. This information can include:
- Social security number and income
- Wire transfer instructions, email addresses, and physical addresses
- Net worth and investment experience
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Conservation Resources chooses to share, and whether you can limit this sharing.
| Reasons we can share your personal information | Does Conservation Resources share? | Can you limit this sharing? |
| For our everyday business purposes – such as to process your transactions, maintain your account(s), administer, and operate the fund in which you are invested, respond to court orders and legal investigations, for financial reporting, for tax reporting, for compliance purposes, or otherwise in furtherance of our business. | YES | NO |
| For our marketing purposes – to offer our products and services to you | YES | NO |
| For joint marketing with other financial companies | NO | We do not share |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | NO | We do not share |
| For our affiliates’ everyday business purposes – information about your creditworthiness | NO | We do not share |
| For our affiliates to market to you | NO | We do not share |
| For nonaffiliates to market to you | NO | We do not share |
| Questions? | Call | 603-658-0140 | or go to | https://www.conservationresources.net/contact-us/ |
Who we are
Who is providing this notice?
Conservation Resource Partners, LLC, a registered investment adviser.
What we do
How does Conservation Resources protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
We maintain safeguards that comply with federal standards to protect nonpublic personal information of our customers, including procedures to assure appropriate access to, and use of, information about our customers.
How does Conservation Resources collect my personal information?
We collect your personal information, for example, when you
- Open an account or subscribe for an interest in a Conservation Resource fund (buy securities from us)
- Give us your contact information or show us your driver’s license
- Give us instructions regarding your interest in a Conservation Resource fund (where to send money)
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes-information about your creditworthiness
- affiliates from using your information to market to you, unless the affiliate has a pre-existing business relationship with you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing (see below for more on your rights under state law).
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- The private investment funds we manage, and
- The general partners and managing members, as applicable, of the private investment funds
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Conservation Resource’s nonaffiliates include custodians, administrators, and third-party investment managers, and broker-dealers.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Conservation Resource does not jointly market with nonaffiliates.
State Laws:
We will automatically limit the sharing of your information in accordance with applicable state law.
For California Residents Only:
We will not share information we collect about you with non-affiliated third parties, except as permitted by California law, such as to process your transactions or to maintain your account. We will limit sharing among our companies to the extent required by California law.