Privacy Policy

This Privacy Policy explains how Elevest Capital Management LLC and its affiliates (“Elevest,” “we,” “us,” or “our”) collect, use, and share personal information through elevestcapital.com and related pages, forms, and communications (the “Site”).

If you invest with Elevest, the nonpublic personal information we collect in connection with your investment is also governed by the investor privacy notice provided with the applicable Offering Documents.

Information you provide. This includes your name, email address, phone number, mailing address, investment interests and preferences, accredited investor status, information submitted in Private Client or career applications, and anything you share when you contact us or schedule a call.

Information collected automatically. When you visit the Site, we and our service providers may collect your IP address, browser and device type, pages viewed, referring website, and similar usage information through cookies, pixels, and analytics tools.

Information from third parties. We may receive information from accreditation verification providers such as Accredd, our investor portal provider, scheduling and form tools, advertising platforms, and people who refer you to us.

We use personal information to respond to your inquiries; provide information about Elevest and our investment opportunities; evaluate eligibility and verify accredited investor status; review Private Client and employment applications; send emails, calls, and text messages you have consented to; operate and improve the Site; measure the effectiveness of our marketing; and comply with legal, regulatory, and anti-money laundering obligations.

We do not sell your personal information. We may share it with:

Service providers who help us operate our business, such as CRM, email, phone and text messaging, video conferencing, scheduling, form, hosting, analytics, advertising, and investor portal providers, who may use it only to provide services to us.

Verification and fund service providers, such as accreditation verification providers, fund administrators, accountants, and attorneys, as needed to evaluate or process an investment.

Legal and regulatory recipients, when required by law, subpoena, or regulatory request, or to protect our rights, investors, or others.

Successors, in connection with a merger, acquisition, or other business transaction, subject to this Policy.

If you opt in to receive text messages, your mobile number and consent information will not be sold, rented, or shared with third parties or affiliates for their own marketing purposes. Text messaging originator opt in data and consent are not shared with any third parties, except service providers that deliver our messages. Reply STOP to opt out or HELP for assistance at any time.

We use cookies and similar technologies to operate the Site, understand how visitors use it, and deliver and measure advertising on platforms such as Meta and Google. You can control cookies through your browser settings and our cookie banner, and you can adjust ad preferences through each platform’s settings. Blocking some cookies may affect how the Site works.

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

We keep personal information for as long as needed for the purposes described in this Policy, including to meet legal, regulatory, tax, and recordkeeping requirements that apply to investment firms.

You may unsubscribe from marketing emails using the link in any email, opt out of texts by replying STOP, and ask us to update or correct your information at any time.

Depending on where you live, you may have additional rights, such as the right to access, delete, or correct your personal information, or to opt out of targeted advertising. To make a request, contact us using the details below. We will not discriminate against you for exercising your rights. Some information may be exempt from deletion where we are required to retain it by law.

The Site is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children.

The Site may link to websites and services operated by others. Their privacy practices are governed by their own policies, which we encourage you to review.

We may update this Privacy Policy from time to time. The “Last Updated” date above reflects the most recent version.

For privacy questions or requests, contact:

Elevest Capital Management LLC
16260 N 71st Street, Suite 160
Scottsdale, AZ 85254
Phone: (480) 534-7066
Email: legal@elevestcapital.com