Privacy Policy

Stockhaven Capital LLC operates this website to provide educational content about investing, model portfolios, and research highlights. Our contact details are 575 Market St, Suite 4100, San Francisco, CA 94105, USA. Phone: +1 (415) 915-2048. Email: [email protected]. This Policy applies to personal data you provide directly, such as in contact forms and newsletter signups, and to limited information collected automatically, such as device and browsing data for analytics. We do not sell personal data and we do not provide personalized financial advice on this site. If you access third party platforms from our content, their privacy practices are governed by their policies. If you have questions about this Policy or how your data is handled, contact us using the details above and we will respond promptly.

We collect the minimum data needed to operate the site and respond to your requests. When you submit a form we collect the details you provide, such as name, email, phone, and message content. If you subscribe to our newsletter we collect your email and consent preference. Automatically, we may receive technical data including IP address, device type, browser, pages viewed, and approximate location derived from IP. This information helps us understand site performance and improve content. We may use cookies and similar technologies to remember preferences and measure engagement. Where required, we obtain your consent for analytics cookies. You can refuse or withdraw non essential cookies at any time using the cookie controls on this site or your browser settings. We do not collect sensitive categories of data and we do not knowingly collect data from children.

We share personal data only with service providers that help us operate the site, deliver email, store data, or provide analytics. These providers may access data solely to perform services on our behalf under confidentiality and data protection obligations. We may also share data if required by law or to protect our rights, users, or the public. We do not sell personal data. If data is transferred outside your region, we implement appropriate safeguards such as contractual clauses and access controls. We retain personal data only as long as necessary for the purposes described, to meet legal requirements, or to resolve disputes. Typical retention: inquiry records up to 24 months, newsletter data until you unsubscribe or request deletion, and analytics data for up to 14 months in aggregated form. When data is no longer needed we delete or de identify it using reasonable measures.

Depending on your location, you may have rights to access, correct, delete, or port your personal data, and to object to or restrict certain processing. If we rely on consent you can withdraw it at any time. California residents may request information about disclosures and correction or deletion of personal information. European residents may exercise GDPR rights and lodge a complaint with a supervisory authority. To make a request, email [email protected] with enough information to verify your identity and describe your request. We will respond within the time required by law. You can also manage cookies through the on site controls and your browser. We honor valid opt out signals where required and do not track users for targeted advertising. We do not knowingly collect data from children under 13 and ask that such individuals do not submit information to us.