Your privacy is very important to us. This Privacy Policy sets forth the policies of Apercen Partners LLC (“Apercen” or “us” or “we” or “our”) with respect to the personal information, including nonpublic personal information (collectively referred to as “Personal Information”), of its clients, prospective clients, and former clients (collectively for purposes of this policy only, “Clients” or “you”). This Privacy Policy may be changed at any time, and we will endeavor to provide you notice of such change when the changes go into effect.

Apercen believes that protecting the privacy of our Clients’ Personal Information is of the utmost importance, and we are committed to maintaining the privacy of our Clients’ Personal Information in our possession.


In order to provide the agreed upon professional services, we collect Personal Information about you when you provide it directly to us, when we obtain Personal Information from third parties with your authorization, or when you visit our website ( We may collect the following categories of Personal Information about you:

We collect these categories of your Personal Information primarily to perform services requested by you (“Services”). We may also collect each category of Personal Information for the following purposes:


We do not share or disclose any Personal Information about you to anyone, other than:

We do not and will not sell your Personal Information to anyone. Nor do we share your Personal Information to third parties for their own marketing purposes.


We retain records relating to professional services that we provide so that we are better able to assist you with your needs and, in some cases, to comply with professional guidelines. In order to guard your Personal Information, we maintain physical, electronic, and procedural safeguards consistent with our professional standards and applicable law.


Some web browsers incorporate a “Do Not Track” (“DNT”) or similar feature that signals to websites that a user does not want to have his or her online activity and behavior tracked. If a website that responds to a particular DNT signal receives the DNT signal, the browser can block that website from collecting certain information about the browser's user. Not all browsers offer a DNT option and DNT signals are not yet uniform. For this reason, many websites, including ours, do not recognize or respond to DNT signals.


If you are a California resident, the California Consumer Privacy Act (“CCPA”) provides you with certain rights regarding your Personal Information as described below:

Request to Know: You have the right to request to know: (i) the specific pieces of Personal Information we have collected about you; (ii) the categories of Personal Information we have collected about you in the last 12 months; (iii) the categories of sources from which that Personal Information was collected; (iv) the categories of your Personal Information that we sold or disclosed in the last 12 months; (v) the categories of third parties to whom your Personal Information was sold or disclosed in the last 12 months; and (vi) the purpose for collecting and selling your Personal Information. You may exercise your right to request to know twice a year, free of charge.

Please note, in response to a request to know, we are prohibited from disclosing your Social Security number, driver’s license number or other government-issued identification number, financial account number, any health insurance or medical identification number, an account password or security questions and answers.

Generally, in the past 12 months:

Request to Delete: You may request that we delete the Personal Information we have collected about you. However, we may deny your request under certain circumstances, such as if we need to comply with our legal obligations, to complete a transaction for which your Personal Information was collected, or to use your Personal Information internally, in a lawful manner that is compatible with the context in which you provided the information. If we deny your request to delete, we will let you know the reason why.

Exercising your Rights: To exercise the rights described above, please submit, or have your authorized agent, as described below, submit, a request by either calling us at (888) 521-2011 or clicking here. We will not discriminate against you for exercising any of your rights under the CCPA.

We cannot respond to your request or provide you with Personal Information if we cannot verify your identity or authority to make the request and confirm the Personal Information relates to you. We will use our records to verify your identity by requiring you to confirm three pieces of Personal Information (e.g. driver’s license number, bank account number, passport number, financial details from a previously filed tax return).

Please note that you may designate an authorized agent to exercise these rights on your behalf by providing written materials demonstrating that you have granted the authorized agent permission to do so. If an authorized agent submits a request on your behalf, we may need to contact you to verify your identity and protect the security of your personal data.

If you have any questions about this privacy statement or about our privacy practices, please contact us at (888) 521-2011 or because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.