Last Updated: May 17, 2025
Ekero Partners, LLC ("Ekero Partners," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, secure, and share personal information through our website, https://ekeropartners.com/ (the "Platform"), and the services we provide. By using the Platform, you agree to the practices described in this Policy. This Policy complies with applicable U.S. federal and state laws, including the California Consumer Privacy Act (CCPA), Federal Trade Commission (FTC) guidelines, and, where applicable, international regulations such as the General Data Protection Regulation (GDPR) for users in the European Union.
We collect the following types of personal information:
Personal Identifiers: Name, email address, phone number, mailing address, and government-issued identification numbers (e.g., Social Security Number, where required for regulatory compliance).Financial Information: Bank account details, payment information, investment preferences, transaction history, and credit or financial account information. Account Information: Username, password, and security questions for account creation and authentication. Demographic Information: Age, occupation, income level, and other data required to assess investment suitability. Usage Data: IP address, browser type, device information, pages visited, and interaction with the Platform (e.g., clicks, time spent).Cookies and Tracking Data: Information collected via cookies, web beacons, and similar technologies to enhance user experience and analyze Platform performance. Communications: Information you provide through forms, surveys, customer support inquiries, or email subscriptions.
We collect personal information through:
Direct Input: Information you provide when creating an account, completing forms, submitting investment preferences, or contacting us. Automated Technologies: Cookies, web beacons, and analytics tools that collect usage data when you interact with the Platform. For details, see Section 6 (Cookies and Tracking Technologies).Third Parties: Information from third-party service providers, such as payment processors, identity verification services, or analytics providers, subject to applicable laws. Regulatory Requirements: Information required to comply with financial regulations, such as anti-money laundering (AML) and know-your-customer (KYC) obligations.
We use your personal information to:
Provide and manage investment services, including account creation, transaction processing, and portfolio management. Comply with legal and regulatory obligations, including AML, KYC, and tax reporting requirements. Communicate with you about your account, transactions, or updates to our services, including via email marketing (subject to your consent; see Section 10).Improve the Platform through analytics, performance monitoring, and user experience optimization. Protect against fraud, unauthorized access, and other security risks. Enforce our Terms & Conditions and other legal rights.
We may share your personal information with:
Service Providers: Third-party vendors, such as payment processors, cloud storage providers, analytics tools, and identity verification services, who are contractually obligated to protect your data. Regulatory Authorities: Government agencies or regulators as required by law, including for AML, KYC, or tax purposes Business Transfers: In connection with a merger, acquisition, or sale of assets, subject to confidentiality protections Legal Obligations: When required to comply with a court order, subpoena, or other legal process.
We do not sell your personal information to third parties for marketing purposes. Under the CCPA, certain data sharing with service providers may be considered a “sale.” You may opt out of such sharing (see Section 8).
We store your personal information on secure servers located in New York, United States. We implement industry-standard security measures, including:
Encryption of sensitive data (e.g., financial information) during transmission and storage. Access controls to limit data access to authorized personnel only. Regular security audits and vulnerability assessments.
Despite these measures, no system is completely secure. We cannot guarantee the absolute security of your information but will promptly notify you in the event of a data breach as required by law.
We use cookies and similar technologies to enhance your experience, analyze Platform performance, and deliver personalized content. Cookies may include:
Essential Cookies: Required for Platform functionality (e.g., account authentication).Analytics Cookies: Track usage patterns to improve the platform marketing Cookies: Deliver personalized advertisements (subject to your consent).
You can manage cookie preferences through your browser settings or our cookie consent tool. Disabling cookies may affect Platform functionality. For more information, contact us at [email protected]
Depending on your location, you may have the following rights:
Access: Request a copy of the personal information we hold about you. Correction: Request corrections to inaccurate or incomplete data. Deletion: Request deletion of your personal information, subject to legal and regulatory retention requirements. Opt-Out: Opt out of data sharing (under CCPA) or marketing communications (see Section 10).Non-Discrimination: We will not discriminate against you for exercising your privacy rights.
To exercise these rights, contact us at [email protected]. We will respond within the timeframes required by law (e.g., 45 days under CCPA, 30 days under GDPR).
Data Sharing: To opt out of data sharing considered a “sale” under CCPA, submit a request at [email protected]: Adjust cookie settings via our consent tool or your browser Marketing: Unsubscribe from marketing emails using the link provided in each email.
If you access the Platform from outside the U.S., your information may be transferred to and processed in the U.S., where data protection laws may differ. 10. Email Marketing and Communication Consent By creating an account, you consent to receive transactional emails related to your account and investments. You may also opt in to receive marketing emails about our services, promotions, or industry updates. You can unsubscribe from marketing emails at any time using the unsubscribe link or by contacting [email protected]
The Platform is not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors. If we learn that a minor has provided personal information, we will delete it promptly. Contact us at [email protected] if you believe a minor has provided data.
For questions, requests, or complaints about this Privacy Policy, contact: Ekero Partners, LLC
Phone: +1 580 290 2641
We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated Policy on the Platform and, where required, by email. Your continued use of the Platform constitutes acceptance of the updated Policy.