Privacy Policy

What Does Cobblestone Capital Advisors, LLC and its related entities (collectively, Cobblestone) Do with Your Personal Information?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect, and share depend on the product or service you have with us. This information can include Social Security Number and identity information, address, telephone number, e-mail, investment accounts and account holdings, balances, family composition and background, security transactions and investment objectives, net worth, income, fee payment history. When you are no longer our client, we continue to share your information as described in this notice.

All financial companies need to share client personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client personal information, the reasons Cobblestone chooses to share, and whether you can limit this sharing.

For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

For our marketing purposes— to offer our products and services to you

For joint marketing with other financial companies

For our affiliates’ everyday business purposes— information about your transactions and experiences

For our affiliates’ everyday business purposes— information about your creditworthiness

For nonaffiliates to market to you

Cobblestone Capital Advisors, LLC and its related entities (collectively, Cobblestone)

What we do

How does Cobblestone protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We restrict access to your non-public information to those employees and vendors who need to know that information to service your account.

We collect your personal information, for example, when you communicate with us or sign our advisory agreements and/or subscription documents, fill out custodial account opening documents, provide us with your investment objectives and mandates, deposit or withdraw funds or certify your income or net worth, send us withdrawal or redemption notices.

Why can’t I limit all sharing?

 Federal law gives you the right to limit only:

• • sharing for affiliates’ everyday business purposes— information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

We do not have any affiliates, other than the General Partner(s) of the private funds we manage.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

We do not share your information with any nonaffiliates unless such sharing is necessary to service your account or is required by law.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

We have not entered into any joint marketing agreements.

Cobblestone considers the protection of your privacy to be an issue of great importance. We will send all existing clients an updated Privacy Notice on an annual basis.