Privacy Policy

Paternus Partners ("we," "us," or "our") respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, safeguard, and disclose information when you use our services.

• Name, address, and contact information
• Social Security number and tax identification numbers
• Employment and income information
• Investment experience and objectives
• Risk tolerance and financial goals

• Account statements and portfolio holdings
• Transaction history and investment performance
• Banking and financial institution information
• Credit information when relevant to services

• Website usage data and analytics
• IP addresses and browser information
• Device information and access logs
• Communication records and preferences

• Develop personalized investment advisory recommendations
• Analyze portfolio performance and risk metrics
• Provide ongoing advisory and consultation services
• Process and respond to your requests and inquiries

• Feed proprietary algorithms for recommendation generation
• Improve system accuracy and performance
• Develop enhanced advisory capabilities
• Maintain and update our technological infrastructure

• Meet regulatory reporting requirements
• Comply with anti-money laundering regulations
• Respond to legal requests and court orders
• Maintain required business records

We do not sell, rent, or trade your personal information. We may share information only in these circumstances:

• With your explicit consent
• To comply with legal obligations
• To protect our rights and interests
• With service providers under strict confidentiality agreements

Third-party service providers who assist our operations may access your information under confidentiality agreements:

• Technology vendors and system administrators
• Legal and accounting professionals
• Regulatory reporting services
• Secure communication platforms

• Advanced encryption for data transmission and storage
• Multi-factor authentication for system access
• Regular security audits and vulnerability assessments
• Employee training on data protection protocols

• Personal information retained only as long as necessary for service provision
• Financial records maintained per regulatory requirements
• Secure deletion of unnecessary data according to established schedules
• Backup systems maintain appropriate security standards

• Request access to your personal information
• Correct inaccurate or incomplete information
• Request deletion of information when legally permissible
• Opt out of non-essential communications

• Choose how and when we contact you
• Update communication preferences at any time
• Unsubscribe from marketing communications
• Maintain essential service-related communications

• We use cookies to enhance website functionality
• Analytics tools help us improve user experience
• You can control cookie preferences through browser settings
• Essential cookies are necessary for website operation

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify clients of material changes through direct communication or website posting.

For privacy-related questions, concerns, or requests:

Privacy Officer
Paternus Partners
99 Wall Street Unit 1700
New York, NY 10005
Email: paternuspartnersllc@gmail.com
Phone: +1-929-443-3735

This Privacy Policy complies with applicable federal and state privacy regulations, including but not limited to the Gramm-Leach-Bliley Act and relevant SEC regulations governing investment advisers.