Effective date: August 1, 2026
PassiveInvesting.com, LLC (“PassiveInvesting.com,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit www.passiveinvesting.com, communicate with us, join our investor community, submit information concerning a potential investment, or otherwise use our websites, forms, and related services (collectively, the “Services”).
By using the Services, you acknowledge the practices described in this Privacy Policy. This policy does not govern third-party websites or services that maintain their own privacy policies.
Information We Collect
The information we collect depends on how you interact with us and may include:
- Contact and identity information, such as your name, email address, mailing address, telephone number, and other information you provide through our forms or communications.
- Investment and eligibility information, such as investor qualifications, accreditation-related information, investment interests, financial information, transaction details, and documents submitted in connection with evaluating or completing an investment.
- Account and communication information, including account credentials, preferences, newsletter subscriptions, survey responses, support requests, and records of communications with us.
- Device and usage information, such as your Internet Protocol address, browser type, device type, operating system, pages viewed, referring URLs, approximate location derived from an IP address, dates and times of visits, and interactions with our Services and marketing communications.
- Cookie and advertising information, including online identifiers and information collected through cookies, pixels, tags, analytics tools, and similar technologies.
- Information from other sources, including affiliates, service providers, advertising and analytics partners, referral sources, identity or accreditation-verification providers, and publicly available sources.
Please provide personal information only when you are authorized to do so. If you do not provide information requested for a particular service, we may be unable to provide that service or process a requested transaction.
How We Use Personal Information
We may use personal information to:
- Operate, maintain, secure, and improve the Services;
- Respond to inquiries, provide support, and communicate with you;
- Create and administer accounts, investor profiles, and subscriptions;
- Evaluate investor eligibility, facilitate investments, process transactions, and satisfy related recordkeeping requirements;
- Provide information about offerings, properties, events, educational materials, and services that may interest you;
- Personalize content and measure the performance of our Site, communications, and advertising;
- Detect, investigate, and prevent fraud, misuse, security incidents, and other harmful or unlawful activity;
- Comply with legal, regulatory, tax, accounting, and contractual obligations; and
- Establish, exercise, or defend legal rights.
Cookies, Analytics, and Targeted Advertising
We and our service providers use cookies, advertising pixels, analytics tools, and similar technologies to operate the Services, remember preferences, understand how visitors use the Site, measure campaigns, and deliver or evaluate advertising. These technologies may collect device and usage information over time and across websites or online services.
You can limit certain cookies through your browser or device settings and, where available, through cookie controls presented on the Site. Disabling cookies may affect Site functionality. You may also use industry opt-out tools offered by participating advertising organizations; those tools are controlled by third parties and may not apply to every partner or device.
Some disclosures of identifiers and Internet or network activity to advertising partners for cross-context behavioral or targeted advertising may be considered a “sale,” “sharing,” or “targeted advertising” under certain state privacy laws, even though we do not sell personal information for money. Where applicable, you may request to opt out as described in the “Your Privacy Rights” section below.
How We Disclose Personal Information
We may disclose personal information to:
- Affiliates and offering-related parties, including affiliated issuers, sponsors, property or fund managers, administrators, transfer agents, broker-dealers, financial institutions, accreditation or identity-verification providers, and other parties involved in evaluating, processing, or administering an investment;
- Service providers that support website hosting, data storage, security, communications, customer relationship management, analytics, marketing, payment or transaction processing, professional services, and other business operations;
- Advertising and analytics partners that help us understand audiences, measure campaigns, and provide targeted advertising;
- Government authorities and other parties when required to comply with law, regulation, legal process, or governmental requests, or to protect rights, safety, property, and the integrity of our Services;
- Parties to a business transaction, such as a merger, acquisition, financing, reorganization, bankruptcy, or sale of all or part of our business; and
- Other parties at your direction or with your consent.
We may also use and disclose information that has been aggregated or deidentified so that it cannot reasonably be linked to an individual.
Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in this policy, including to provide the Services, administer investments, maintain business and transaction records, comply with legal and regulatory obligations, resolve disputes, enforce agreements, and protect against fraud or misuse. Retention periods vary depending on the type of information, our relationship with you, and applicable requirements. When information is no longer required, we take reasonable steps to delete, destroy, or deidentify it.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your credentials and for notifying us if you suspect unauthorized access to an account or information you submitted.
Your Privacy Rights
Depending on where you live and subject to applicable exceptions, you may have the right to request that we:
- Confirm whether we process your personal information and provide access to it;
- Correct inaccurate personal information;
- Delete personal information;
- Provide a portable copy of certain personal information;
- Opt you out of the sale or sharing of personal information, targeted advertising, or certain profiling;
- Limit certain uses or disclosures of sensitive personal information, where applicable; or
- Review or appeal a decision concerning a privacy request.
To submit a request, email events@passiveinvesting.com or call (803) 381-4811 and describe the right you wish to exercise. We may need to verify your identity and authority before completing a request. An authorized agent may submit a request where permitted by law, but we may require proof of authorization and verification of the consumer’s identity. We will not unlawfully discriminate against you for exercising an applicable privacy right.
These rights are not absolute. We may deny or limit a request when permitted by law, including when information must be retained to complete a transaction, comply with legal or regulatory obligations, detect fraud, protect security, or establish or defend legal claims.
Additional Notice for California Residents
California residents may have rights under the California Consumer Privacy Act, as amended, regarding personal information collected, used, disclosed, sold, or shared by a covered business. The categories of information we may collect are described in “Information We Collect.” The business and commercial purposes for collection are described in “How We Use Personal Information,” and the categories of recipients are described in “How We Disclose Personal Information.”
We do not sell personal information for monetary payment. We may disclose identifiers and Internet or network activity to advertising and analytics partners in ways that may be considered “sharing” or a “sale” under California law. California residents may request access, correction, deletion, or portability and may request to opt out of sale or sharing by contacting us as described above. We do not knowingly sell or share the personal information of consumers under 16 years of age.
Marketing Communications
You may unsubscribe from promotional emails by using the unsubscribe link included in an email or by contacting us. Even if you opt out of marketing, we may continue to send non-promotional communications concerning your account, investments, transactions, requests, or our ongoing business relationship.
Children’s Privacy
The Services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete it. A parent or guardian who believes a child has provided personal information may contact us using the information below.
Third-Party Websites and Services
The Services may link to or integrate with websites and services operated by third parties. We do not control and are not responsible for their privacy, security, or content. Review the privacy notices of any third-party service before providing information to it.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technologies, Services, or legal requirements. When we make changes, we will post the revised policy on this page and update the effective date. If required by law, we will provide additional notice or obtain consent.
Contact Us
For questions about this Privacy Policy or our privacy practices, or to submit a privacy request, contact:
PassiveInvesting.com, LLC
245 Laurel Road
Lexington, SC 29072
Phone: (803) 381-4811
Email: events@passiveinvesting.com
Website: www.passiveinvesting.com