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Privacy Notice

Privacy Statement
Privacy Policy
It is the policy of Pursuit Capital Marketing, LLC to protect the privacy of any nonpublic, personal information (Confidential Information) about past, present or prospective Clients who are natural persons.  It is our policy not to sell the information under any circumstances and to limit disclosure of Confidential Information: to third parties who are authorized by law or rule of any regulatory authority to have the information (such as securities regulators), to persons who have been authorized to receive the information in writing by the Client whose Confidential Information is being shared (such as the Client’s accountant or adviser); to third parties that perform services on our behalf (such as our auditors, accountants and attorneys, all of whom are subject to strict confidentiality requirements); and if necessary in providing our services to our Clients.  

Collection and Sharing of Confidential Information

We do not collect any personal, nonpublic information about any Client that is a natural person and we do not share Confidential Information that we may receive with any third party, except as described above.  Occasionally, we may be given Confidential Information or such information may be shared with us by prospective advisory clients or their advisers or representatives.  Any Confidential Information that we receive will be protected under our privacy policy as described in this notice.

How We Protect Confidential Information

We have implemented several procedures that we believe are reasonably designed to protect Confidential Information, if any, that we may obtain.  Those procedures include:

  • keeping hard copies of documents containing Confidential Information in locked cabinets;
  • protecting electronic information by password, encryption or similar means;
  • limiting the persons at our firm who have access to Confidential Information to only those persons who need the information to perform their duties; and
  • limiting access by service providers to Confidential Information to only those persons who are required by contract or law to maintain the confidentiality of Confidential Information.

For More Information, Please Contact:

Gregory T. Garland, Chief Compliance Officer
Pursuit Capital Management, LLC
31 Hayward Street
Franklin, MA 02038
Tel: 508-520-3700
Fax: 508-520-3713
E-mail: ggarland@pursuitcap.com

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266 Main Street, Building 3, Suite 25, Medfield, MA 02052
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