Asana Partners

Privacy Policy

Asana Partners is committed to safeguarding our clients’ personal information. As required under the privacy notice and disclosure regulations promulgated by the U.S. Securities and Exchange Commission under Regulation S-P, we are providing this notice in order to inform you of our privacy policies and practices with respect to clients’ personal, non-public information.

Why and How Asana Partners Collects Personal Information: Financial companies choose how they share their client’s personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires firms to explain how they collect, share, and protect personal information.

In connection with the services and ongoing activities of Asana Partners investment management, we may collect and maintain non-public personal information about our clients. We collect personal information via interactions with clients; whether in person, over the phone, via email, or our websites. In some cases, we may also collect information from other sources, such as third-party service providers.

How Asana Partners Protects Information: To protect clients’ personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards, secured files, and offices.

We restrict access to non-public personal information about our clients to employees and agents who need to know the information to enable us to provide services to clients. We maintain physical, electronic, and procedural safeguards reasonably designed to guard clients’ non-public personal information while it is within our control. We require third-party vendors to protect the confidentiality of personal information they receive. 

What Asana Partners Shares: The types of personal information we collect and share depends on the product or service in which the client engages. We may disclose such nonpublic personal information to non-affiliated third parties as permitted by law and in accordance with the agreements governing your investment, including:

  1. other service providers to our investment funds, such as accounting, legal or tax preparation services;
  2. other partners and potential investors in our investment funds; and
  3. transfer agents, portfolio companies, brokerage firms, and the like, in connection with distributions to our limited partners.

We do not sell or share any of your personal information with any non-affiliated or affiliated companies for any other business or marketing-related purposes.

Former Clients: This policy applies to former clients as well as current clients and prospects.

“Opt-Out” Provision: Since we do not sell or share any personal information, an “opt-out” provision does not apply to this Privacy Policy.

Further Information: We reserve the right to change this Privacy Policy. The examples contained in this Privacy Policy are illustrations, and they are not intended to be exclusive. This notice complies with Federal regulations regarding privacy. 

Questions: If you have a question or concern about your personal information or this privacy notice, please contact us at 704-423-1660.