LONGUEVUE CAPITAL (“ADVISER”)

rev. 1/2025

FACTS What does Adviser do with your personal information?
Why? 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.
What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • Taxpayer identification number and assets for which we advise
  • Account balances and transaction history
  • Wire transfer instructions

When you are no longer our customer, we continue to share your information as described in this notice.
How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Adviser chooses to share; and whether you can limit this sharing.
Reasons we can share your information
For our everyday business purposes –
such as to process your transactions, maintain your capital account(s), respond to court orders and legal investigations, or report to credit bureaus		 Does Advisor Share?Yes Can you limit this sharing?No
For our marketing purposes –
to offer our products and services to you		 Does Advisor Share?No Can you limit this sharing?We do not share
For joint marketing with other financial companies Does Advisor Share?No Can you limit this sharing?We do not share
For our affiliates’ everyday business purposes –
information about your transactions and experiences		 Does Advisor Share?No Can you limit this sharing?We do not share
For our affiliates’ everyday business purposes –
information about your creditworthiness		 Does Advisor Share?No Can you limit this sharing?We do not share
For non-affiliates to market to you Does Advisor Share?No Can you limit this sharing?We do not share
Questions? Call Becky Toups at (504) 293-3607 or email: btoups@lvcpartners.com
What We Do
How does Adviser protect my personal information? To protect your personal information and/or institutional data from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Adviser collect my personal information? We collect your personal information, for example, when you:
  • Complete an investment advisory agreement or other forms
  • Invest in one of our funds or seek our consultative services
  • Make a wire transfer or direct us to buy securities
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
  • Sharing for non-affiliates to market to you
  • Affiliates from using your information 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 non-financial companies.
  • Adviser’s affiliates include: General Partners to the Funds managed by LongueVue.
Non-affiliates Companies not related by common ownership or control. They can be financial and non-financial companies.
  • Adviser does not share with non-affiliates so they can market to you.
Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.
  • Adviser does not jointly market.

CONTACT US

LVC is headquartered in New Orleans and maintains an office in West Palm Beach, FL to help us provide national coverage for transaction sourcing and portfolio company support.

We would love to hear more about your business. To discuss an opportunity or share materials about your business, please contact Charles Cox or fill out the form.