Our Commitment to Your Privacy
Centara Capital Group, Inc. (“Centara”) realizes how important your privacy is and we want you to know the measures we take to
protect your privacy. In this Privacy Statement, you’ll learn what information we receive from you, what we do with that information,
and the steps we take to safeguard your information. Whether you are an applicant, customer, or former customer, Centara is
committed to your privacy.
We collect various types of information about you. This information is needed to process your requests and to provide or offer
services to you. We get this information from the information you provide to us and from outside companies you have given us
authorization to contact; like your bank, your custodian, or a lender. The type of information we gather includes:
Identification Information: Information that identifies you such as name, address, and social security number.
Personal Information: Information you provide to us on an application or questionnaire, such as your financial and health information.
Bank Account, Loan, and/or Employment Information: Information concerning your payment history, employment and income status, and your bank statement.
How We Protect Your Information
One of the most important responsibilities we have is protecting your information. Here are some of the steps we take to safeguard
the security and integrity of your information: we limit access to customer information to only those employees who have a
business reason to review the information; we use technology to protect your information (for example, we use backup files, virus
detection, encryption, firewalls, and other computer software and hardware); we require independent contractors and outside
companies who work with us to comply with rigid privacy standards through their contracts with us.
We Do Not Share Your Information with Third Parties Who Want to Market their Products to You
It is our standard practice not to share your information with companies not related to us. The only time we share with companies
not related to us is so we can serve your needs. For example, we may provide your information to: companies that perform
business operations for us (such as a company that services your account for us); companies that act on our behalf to market our
services, or other institutions with whom we have entered into a joint marketing agreement in order to provide you with valuable
products or services; or others as permitted or required by law (such as to protect you against fraud or in response to a subpoena).
We may share your information with Companies related to or affiliated with us to provide you with the best services we can offer.
Our affiliates include: Centara Alternative Investments, LP; Centara Capital Consulting, Inc.; Centara Capital Management Group,
Inc.; Centara Capital Securities, Inc.; Centara Alternative Advisors, LLC; Centara Real Estate Services, Inc.; EK Investments, LP; Ellis Opportunity Fund, LP;
EquityKey Real Estate Investments, LP; and Three One Capital, LLC. These companies provide broker-dealer, insurance, real
estate and mortgage broker, and other financial services. These companies will not independently market to you; all marketing will
come from us.
Additionally, we may share your information with Centara Legal Group, which is an independently owned and operated law firm with
which we have a strategic relationship. You have the right to opt-out of this sharing. To opt-out; please contact us at (888) 599-
4600 or email@example.com.
The Accuracy of Your Information
We strive to maintain complete and accurate information about you. If you believe your information with us is not complete or
accurate, please let us know immediately by contacting us at (888) 599-4600 or firstname.lastname@example.org.
The policies and practices described in this disclosure are subject to change, but we will notify you of any significant changes as
required by applicable law.