Pacific Ridge Capital Partners, LLC, as a Registered Investment Advisor, is required to collect financial information about our clients1
. This policy sets forth a description of the information we collect, what information we disclose and the confidentiality and security procedures we have implemented to safeguard your non-public personal information.
INFORMATION WE COLLECT
The information that we gather during the normal course of doing business with you may include:
INFORMATION WE DISCLOSE
- Information we receive from you on applications or other forms
- Information about your transactions with us, our affiliates, or others; and
- Other information that identifies an individual personally and is not otherwise available to the public.
We do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted or required by law, or as necessary to provide services to you. In accordance with federal regulations, we may disclose all of the information we collect, as described above, to certain non-affiliated third parties such as, but not limited to, attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards.
CONFIDENTIALITY AND SECURITY
TERM AND NOTICE POLICY
Non-public personal information means personally identifiable financial information and any list, description or other grouping of consumers that is derived using any personally identifiable financial information that is not publicly available.