Privacy Policy
Effective: February 19, 2025
Our Commitment to You
Irish Capital LLC (“Irish Capital Advisor”) is committed to safeguarding the use of personal information of our clients.
Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust.
Irish Capital (also referred to as “we”, “our” and “us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used only for proper business purposes in connection with managing or servicing our relationship with you.
We do not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you.
Below is how we handle your privacy:
Why You Need to Know
Federal and State laws give you the right to limit some of the sharing of your personal information and require Registered Investment Advisors (RIAs) to disclose how we collect, share, and protect your personal information.
What Information Do We Collect from You?
| Driver’s license number | Date of birth |
|---|---|
| Social security or taxpayer identification number | Assets and liabilities |
| Name, address and phone number(s) | Income and expenses |
| E-mail address(es) | Investment activity |
| Account information (including other institutions) | Investment experience and goals |
What Information Do We Collect from Other Sources?
| Custody, brokerage and advisory agreements | Account applications and forms |
|---|---|
| Other advisory agreements and legal documents | Investment questionnaires and suitability documents |
| Transactional information with us or others | Other information needed to service account |
How Do We Protect Your Information?
To safeguard your personal information from unauthorized access and use, we maintain physical, procedural, and electronic security measures. These include:
Secure passwords
Encrypted file storage
Secure office environment
Vendor-based access control
Policies over data transmission
We require third-party service providers to protect any personal information they receive from us.
How Do We Share Your Information?
| Basis for Sharing | Do We Share? | Can You Limit? |
|---|---|---|
| Servicing Our Clients | Yes | No |
| We may share information with non-affiliated third parties (e.g., brokers, custodians, regulators) as needed to provide services to you. | ||
| Marketing Purposes | No | Not Shared |
| We do not share information with non-affiliated third parties for marketing. | ||
| Authorized Users | Yes | Yes |
| We may share information with you and your authorized agents or representatives. | ||
| Information About Former Clients | No | Not Shared |
| We do not share information for individuals no longer our clients. |
Changes to Our Privacy Policy
We will provide you a copy of this policy annually while you maintain a relationship with us. If material changes are made, we will send you a revised version. We will not revise our policy to allow additional sharing of your information without first notifying you and giving you the opportunity to opt out.
Any Questions?
Please contact us at (913) 908-0699 if you have any questions or would like a current copy of our Privacy Policy.