Effective Date: October 1, 2025
Legeis Capital Advisors, LLC (“Legeis,” “we,” “our,” or “us”) values your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect information when you access or use our website (the “Website”) or otherwise interact with us. By using the Website, you acknowledge that you have read and agree to this Privacy Policy.
Information We Collect
We may collect personal and non-personal information from users of the Website, including:
Personal Information: Information you voluntarily provide, such as your name, email address, phone number, and other contact details when submitting forms or communicating with us.
Non-Personal Information: Information automatically collected when you access the Website, including IP address, browser type, device information, pages visited, and navigation patterns.
Financial Information: If you engage our advisory services, we may collect financial information necessary to provide our services, such as account information, financial statements, and other data required for regulatory reporting.
How We Use Your Information
We use collected information for legitimate business and compliance purposes, including:
• To provide, manage, and improve our services;
• To respond to inquiries and communicate with you;
• To comply with legal, regulatory, and contractual obligations, including rules issued by the U.S. Securities and Exchange Commission (“SEC”), the Gramm-Leach-Bliley Act (“GLBA”), and anti-money-laundering regulations;
• To monitor and analyze Website usage to improve functionality and user experience; • To protect the security and integrity of our systems, detect fraud, and prevent unauthorized access.
Sharing of Information
We do not sell your personal information. We may share information under the following circumstances:
• With third-party service providers who assist us in providing our services, subject to confidentiality agreements;
• When required by law, regulation, or legal process;
• In connection with a merger, acquisition, or sale of business assets, provided the recipient agrees to maintain confidentiality;
• As otherwise permitted or required by law, including under GLBA.
Security of Information
We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or destruction. While we take these measures seriously, no system can guarantee complete security, and we cannot ensure absolute protection.
Cookies and Tracking Technologies
We may use cookies, web beacons, and similar technologies to enhance user experience, analyze Website usage, and track referral sources. You can manage cookies through your browser settings; however, disabling certain cookies may limit functionality on the Website.
Retention of Information
We retain personal information only as long as necessary to provide services, comply with legal and regulatory obligations, resolve disputes, and enforce agreements.
User Rights by State
California Residents:
California residents have additional rights under the California Consumer Privacy Act and the California Privacy Rights Act (collectively, “CCPA/CPRA”), including:
• Right of Access and Disclosure: You may request information regarding the categories of personal data we collect, the sources of such data, the purposes for which it is used, and the categories of third parties with whom it is shared.
• Right to Correction or Deletion: You may request correction or deletion of personal information we maintain about you, subject to certain legal exceptions.
• Age Restriction: Users under 16 cannot provide personal information for marketing purposes without parental or guardian consent.
• Opt-Out of Sale: We do not sell personal information.
• Non-Discrimination: Exercising privacy rights will not result in denial of services or other forms of discrimination.
Under California Civil Code Section 1789.3, California users of this Website are entitled to the following specific consumer rights notice. This Website is provided to you by Legeis, which may be contacted regarding complaints or concerns at 3 Grace Avenue, Suite 100, Great Neck, New York, 11021, or by telephone at (516) 329-9923. The Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs may be contacted in writing at 400 R Street, Suite 1080, Sacramento, California 95814, or by telephone at (916) 445-1254 or (800) 952-5210.
Other States:
Residents of other states, including Colorado, Virginia, and Nevada, may have similar rights under applicable state privacy laws, including access, correction, and deletion requests.
Requests related to your privacy rights may be submitted by emailing info@legeiscapital.com.
Links or References to Third-Party Websites
Links or references to websites operated by third parties are provided as a convenience only. Legeis is not responsible for, and does not review, approve, monitor, or endorse, the privacy practices or content of any third-party website.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or Website functionality. Updated versions will be posted on the Website with a revised effective date. Continued use of the Website after updates constitutes acceptance of the changes.
Contact Information
For questions or concerns regarding this Privacy Policy or our privacy practices, please contact:
Legeis Capital Advisors, LLC
Email: info@legeiscapital.com
Phone: 516-329-9923
Address: 3 Grace Avenue, Suite 100, Great Neck, New York, 11021
