Privacy

At P&A Capital Advisors, Inc., maintaining the trust and confidence of our investors is of paramount importance. We are committed to safeguarding your personal information and providing you with facts and options about how this information may be shared.

This notice replaces all previous statements of our consumer privacy policy, and may be amended at any time. We will provide you with annual reminders of our policies and with revised policies if there are any changes in how we handle your personal information. If you end your relationship with us, we will continue to adhere to the policies and practices described in this notice. If you have any questions about this privacy policy you may call us at (212) 764-6455.

Information That We Collect. In connection with providing you with our services, we obtain nonpublic personal information about you which may include the following: 

Information that we receive from you in subscription documents or other forms including your name, address, social security number, assets, and income.

Information about your investments with us.

Information That We Share. We use or share information in a limited and carefully controlled manner. We do not disclose any nonpublic information about our investors or former investors to anyone, except as permitted by law. Instances in which we may be required to share your information include: 

Disclosure to companies that provide services necessary to effect a transaction that you request or to service your account, such as prime brokers, accountants, attorneys, or administrators. 

Disclosure to government agencies, courts, parties to lawsuits, or regulators in response to subpoenas. In such cases, we share only the information that we are required or authorized to share. 

Confidentiality and Security. Only those persons who need your information to perform their jobs have access to it. In addition, we maintain physical, electronic, and procedural security measures that comply with federal regulations to protect your information. Our employees have limited access to your personal information based upon their responsibilities. All employees are instructed to protect the confidentiality of your personal information as described in these policies, which are strictly enforced.