Manteio Scalable Technologies LLC

Privacy Notice (Adopted November 2024)

 

This Privacy Notice describes how we collect, share, and protect nonpublic personal information furnished to us by our individual clients and investors.  This Privacy Notice describes our policies, which extend to all forms of contact with us, including telephone, as well as written and electronic correspondence.  We follow the same policies and procedures with respect to nonpublic personal information received from all of our individual clients and investors and former clients and investors (which we refer to collectively as our “Investors”).  We encourage Investors to read this notice carefully.

The Information We Collect

In order to conduct our investment advisory business and effectively service our Investors, we collect and maintain certain nonpublic personal information about each of our Investors, including the Investor’s name, address, social security or tax identification number, bank (or other) account information and information about the types and amounts of investments made by the Investor.  We receive this information from a number of sources including:
•    Information we receive on subscription agreements, applications and other forms submitted directly to us or through our website (public or private);
•    Information we receive in connection with transactions with us, our affiliates, or others; through investments in our managed Funds or accounts; or participation in other investment programs, including certain types of accounts such as IRAs; and
•    Information we may receive from a consumer reporting agency, such as credit history and credit scores.

How We Use and Share Your Nonpublic Personal Information

We restrict access to nonpublic personal information about our Investors to our employees and agents who have been advised as to the proper handling of such information and who need to know that information in order to provide services to our Investors.

We will not disclose our Investors’ nonpublic personal information to any third party, unless such disclosure:  (i) is permitted or required by law; (ii) is made at the instruction of or with the prior consent of the Investor; (iii) is necessary to provide services to the Investor; or (iv) is otherwise expressly permitted hereunder; all as further described below.  We will not disclose an Investor’s nonpublic personal information for marketing purposes under any circumstances.

As permitted by law, we may share an Investor’s nonpublic personal information with our affiliates (i.e., companies related to us by common ownership or control) for specific business or administrative purposes, such as the collection or disbursement of Funds, the performance of a particular service function, or in order to take an action authorized by the Investor or at the Investor’s direction.  In these situations, we will require such affiliates to protect the confidentiality of the Investors nonpublic personal information and to use the information only for the purposes for which it is disclosed to them.

In addition, we may share our Investors’ nonpublic personal information with certain nonaffiliated third parties, including service providers, who have a need to know such information in order to enable them to support the management and administrative services we provide to our Investors.  These service providers include accountants, auditors, attorneys, administrators, custodians, broker-dealers, or other companies that may assist us with administrative, compliance, or operating matters; provided however, that we will:  (i) take reasonable steps to select and retain only those service providers that we reasonably believe are capable of maintaining appropriate safeguards; (ii) require, by contract, that any such service providers use reasonable measures to protect such information (unless such service providers are bound by a formal duty of confidentiality); and (iii) require, by contract, that any such service providers use the information only for the purposes for which it is disclosed to them.

We may also disclose an Investor’s nonpublic personal information in order to comply with applicable law, including requests for information made by governmental agencies or officials (i.e., to respond to a subpoena, court order, judicial process, regulatory inquiry, legal investigations and reports to credit bureaus), or whenever we reasonably believe that disclosing such information is necessary or advisable to protect the rights or property of Manteio or others.

Finally, we may disclose an Investor’s nonpublic personal information at the Investor’s direction, with the Investor’s consent, including upon authorization to disclose such information to persons acting on the Investor’s behalf, or in connection with a corporate sale, merger, reorganization, sale of assets, dissolution or similar event.

We will comply with applicable state laws, which provide protections to Investors with respect to the disclosure of nonpublic personal information.

How We Protect Your Information

To protect the nonpublic personal information of our Investors, we take security measures that comply with federal law.  These measures include physical, electronic, contractual and procedural safeguards designed to secure such information from loss, misuse and unauthorized access, disclosure, alteration and destruction.

Changes to this Privacy Notice

We reserve the right to amend the terms of this Privacy Notice from time to time.

Questions

If you have any questions regarding this Privacy Notice, please contact Peter Christodoulou at peterc@manteiocapital.com.