Privacy Policy

Effective as of January 1, 2025.

This Privacy Policy outlines how the Sinbad Capital family of companies, including Sinbad Capital LLC (collectively referred to as "Sinbad Capital," "we," "us," or "our"), collect, utilize, and disclose your personal information when you:

• Visit our websites at www.sinbadcapital.com, or any other digital platforms linking to this Privacy Policy (collectively, the "Site");
• Use our mobile applications (the "App");
• Access our financial advisory services provided directly or as an employee benefit ("Client Services");
• Visit our physical offices;
• Engage with us in a business-to-business context;
• Participate in events, consumer research, or other activities where this Privacy Policy is displayed;
• Receive our marketing communications, interact with us via social media, or engage with us as otherwise outlined herein.

Together, the Site, App, Client Services, and related activities are referred to as the "Service."

When applicable, a separate privacy notice may govern specific events or services.

Please refer to our GLBA Financial Notice for personal information processed under the Gramm-Leach-Bliley Act.

California residents can find important information regarding their rights in our California Privacy Notice.

Information You Provide We collect various types of personal information through the Service or from your employer, including:

• Contact Information: Name, email, postal address, phone number, title, and company.
• Profile Information: Username, password, date of birth, gender, biographic details, educational background, retirement plans, and event registration details.
• Identity Verification Data: Social Security number, tax ID, passport number, driver’s license or state ID, and images of identification documents.
• Communications: Information exchanged through customer support channels, including social media.
• Financial Information: Income details, investment preferences, account balances, and related data.
• Payment Data: Information regarding transactions, including billing details and payment methods.
• Marketing Preferences: Your interests and how you interact with our communications.
• Research Participation Data: Demographic data, feedback, responses to research questions, and recordings from interviews or focus groups.
• Family Data: Marital status and family member details.
• Other Information: Any other information provided by you or disclosed at the time of collection.

Data from Other Sources We may also obtain information from:

• Data Providers: Supplemental contact, demographic, and preference data.
• Public Sources: Public records and social media platforms.
• Business Partners: Co-sponsors, marketing partners, and your employer.
• Vendors: Third-party service providers assisting with Service delivery.

Automatically Collected Data We, along with service providers and partners, collect:

• Device Information: Operating system, browser type, IP address, device manufacturer, and location.
• Online Activity Data: Page views, time spent on pages, navigation paths, and interactions.
• Cookies and Tracking Technologies: Including cookies, flash cookies, web beacons, SDKs, and session replay tools (e.g., Hotjar).
• For more details about Hotjar,visit https://www.hotjar.com/legal/policies/privacy/.

Referral Information: If you refer someone to our Service, ensure you have their consent before sharing their data.

We use your personal information for:

Service Delivery

• Providing, maintaining, and improving the Service;
• Completing transactions;
• Creating and managing your user account;
• Enabling security features;
• Communicating about Service-related updates and inquiries;
• Personalizing your experience;
• Providing customer support and responding to feedback.

Research and Development

• Analyzing Service usage and improving our offerings;
• Creating aggregated, anonymized data for lawful business purposes.

Marketing and Advertising

• Direct Marketing: Sending promotional communications.
• Interest-Based Advertising: Tailoring ads based on your interactions. See the "Advertising Choices" section for opt-out options.

Compliance and Operations

• Complying with legal obligations;
• Enforcing Service terms and protecting rights, safety, and property;
• Preventing fraud and ensuring security.

Use of Cookies and Similar Technologies Cookies facilitate:

• Smooth site operation and user experience;
• Personalization and remembering preferences;
• Interest-based advertising and analytics.

We may share your personal information with:

• Affiliates: For business purposes only, not marketing.
• Service Providers: Hosting, IT, marketing, event management, and related services.
• Service-Related Third Parties: Brokers, custodians, administrators, and investment managers.
• Advertising Partners: For targeted advertising efforts.
• Professional Advisors: Legal, audit, and insurance advisors.
• Authorities: When legally obligated.

Business Transferees: In mergers, acquisitions, or reorganizations.

• Access or Update Information: Review or update your account by logging in.
• Opt-Out of Marketing Communications: Follow unsubscribe instructions in emails or contact us.
• Cookies Management: Adjust your browser settings or use tools like www.allaboutcookies.org.
• Advertising Preferences: Limit targeted ads using settings on Google, Facebook, and industry tools like Network Advertising Initiative (www.networkadvertising.org) and Digital Advertising Alliance (optout.aboutads.info).
• Do Not Track Signals: Currently not supported.
• Declining to Provide Information: May affect the availability of certain Services.

Third-Party Services: Use of services like Plaid, Inc. is optional and governed by their Privacy Policy.

• HOW TO CONTACT US

  • Email: legal@sinbadcapital.com
  • Attention: Privacy
  • Phone: (240) 627-2424