Third Stanza Group

Privacy Policy

Effective Date: November 1, 2025

Who We Are

Third Stanza Group LLC is a registered investment advisor committed to protecting your privacy. Our website address is: https://thirdstanzagroup.com.

This Website Privacy Policy explains how we collect, use, and protect information gathered through our website. By accessing our website or using any of our services, you acknowledge and agree that your personal information will be handled as described in this Policy.

Information We Collect

Contact Forms and Inquiries

When you submit a contact form, schedule a consultation, or send us an inquiry through our website, we collect:

  • Your name and contact information (email address, phone number)
  • Any information you choose to include in your message
  • The date and time of your submission

Information Collected Automatically

We and our third-party business partners automatically collect certain information when you visit our website:

  • Device and Browser Information: IP address, browser type and version, operating system, device type and identifiers
  • Usage Information: Pages visited, time spent on pages, referring website URLs, clickstream data, and navigation patterns
  • Location Information: General geographic location based on your IP address (city/region level)

Cookies and Similar Technologies

We and our third-party business partners use cookies and similar technologies to track information about your use of our website.

Cookies

Cookies are small text files containing a string of alphanumeric characters. We may use both session cookies (which disappear after you close your browser) and persistent cookies (which remain after you close your browser and may be used on subsequent visits).

You can modify your cookie settings through your browser’s “Help” file. Please note that if you delete or choose not to accept cookies, you may not be able to utilize all features of our website. To learn more about cookies, visit http://www.allaboutcookies.org.

Clear GIFs and Pixel Tags

We may use clear GIFs (also known as web beacons, web bugs, or pixel tags) to track visitor activities, manage content, and compile statistics about website usage. These technologies can collect information such as your IP address, the URL of the page you’re viewing, the time the page was viewed, browser type and language, device type, and geographic location.

Analytics Tools

We may use third-party analytics tools, such as Google Analytics, to help us understand user behavior on our website. These tools collect information about how visitors use our website, including pages visited, time spent on pages, and navigation patterns.

Interest-Based Advertising

We may use tracking tools provided by third-party advertising partners to collect information about your activities on our website for advertising purposes. These partners may use this information to deliver targeted advertisements to you when you visit other websites.

Do Not Track (DNT)

Currently, our systems do not recognize browser “do-not-track” requests. However, you may disable certain tracking by disabling cookies in your browser or by opting out of targeted advertising as described above.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and consultation requests
  • Provide and maintain our website and services
  • Understand and analyze how you use our website
  • Improve and enhance our website and develop new features
  • Send newsletters, updates, and information about our services
  • Assist us in advertising our services on third-party websites
  • Comply with legal obligations and enforce our policies
  • Prevent fraud and protect the security of our website

We do not sell, rent, or share your personal information collected through our website with third parties for their marketing purposes.

How We Share Your Information

We may share your information in the following limited circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or providing services to you, provided those parties agree to keep this information confidential. Examples include website hosting providers, email service providers, and analytics providers.

Advertising and Analytics Partners

We may share information with third-party advertising networks and analytics providers to help us understand website usage and deliver relevant advertisements.

Professional Advisors

We may share information with lawyers, accountants, consultants, and other professional advisors when necessary for business purposes.

Business Transfers

If we or our affiliates are acquired by, merged with, or invested in by another company, or if any of our assets are transferred to another company, we may transfer the information we have collected about you to the other company.

Legal Requirements

We may disclose your information when required by law, regulation, legal process, or government request, such as in response to a court order or subpoena.

Protection and Safety

We may disclose information where we believe it is necessary to investigate, prevent, or take action regarding illegal activities, suspected fraud, or situations involving potential threats to the safety of any person.

Aggregate and Deidentified Information

We may share aggregate, anonymized, or deidentified information that cannot reasonably be used to identify you for any purpose permitted under applicable law.

With Your Consent

We may share your information with your consent or at your direction.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Policy and as required by applicable law:

  • Contact Form Submissions: We retain contact form submissions and inquiry data for as long as necessary to respond to your request and maintain records of our communications, typically for several years for business record-keeping purposes.
  • Analytics Data: Website analytics data is typically retained in anonymized form for up to 26 months.
  • Legal Obligations: We may retain certain information where required to comply with legal, tax, accounting, or regulatory requirements.

When assessing retention periods, we examine whether it is necessary to retain the personal information collected and work to retain it for the shortest possible period permissible under applicable law.

Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information under applicable law:

  • Access: You may request access to the personal information we hold about you and information about how it is processed.
  • Correction: You may request that we correct any inaccurate personal information we hold about you.
  • Deletion: You may request that we delete personal information we hold about you, subject to certain exceptions (such as where we are required to retain it for legal, tax, or regulatory purposes).
  • Opt-Out of Sales/Sharing: You may opt-out of the “sale” or “sharing” of your personal information for cross-contextual behavioral advertising (as those terms are defined under applicable law).
  • Opt-Out of Targeted Advertising: You may opt-out of targeted advertising by using the tools described in the “Interest-Based Advertising” section above.
  • Data Portability: You may request a copy of your personal information in a portable format.
  • Non-Discrimination: You have the right not to be discriminated against for exercising your privacy rights.

These rights may be limited in certain circumstances under applicable law. For example, we may retain your information where required or permitted by law.

Submitting Privacy Requests

To exercise your privacy rights, please contact us at:

When submitting a request, you may be asked to provide information such as your name, email address, or telephone number to verify your identity.

Privacy Preference Signals

You may also opt-out of the “sale” or “sharing” of your personal information through privacy preference signals recognized under applicable law, such as the Global Privacy Control (GPC). Please note that this signal will be linked to your browser only. For more information about GPC and how to use it, visit https://globalprivacycontrol.org/.

Appeals

If you are not satisfied with our response to your privacy request, you may have the right to appeal our decision. To submit an appeal, please contact us using the information provided above.

Marketing Communications

We may send periodic promotional emails, newsletters, and updates about our services. You may opt-out of these communications by:

Please note that it may take up to 10 business days to process opt-out requests. Even if you opt-out of promotional emails, we may still send you non-promotional communications, such as responses to your inquiries or information about services you have requested.

Data Security

We implement physical, technical, and organizational security measures designed to safeguard your personal information from loss, misuse, unauthorized access, disclosure, alteration, and destruction. However, please be aware that despite our best efforts, no data security measures can guarantee complete security. No internet transmission is completely secure, and we cannot guarantee the absolute security of data transmitted through our website.

Embedded Content from Other Websites

Our website may include embedded content (e.g., videos, images, articles, or social media posts) from other websites. Embedded content behaves in the exact same way as if you visited the other website directly.

These third-party websites may collect data about you, use cookies, embed additional tracking, and monitor your interaction with their embedded content, including if you have an account and are logged in to that website. We are not responsible for the privacy practices or content of these external sites.

Third-Party Links

Our website may contain links to third-party websites and applications. Any access to and use of such linked websites is not governed by this Policy, but is instead governed by the privacy policies of those third-party websites. We are not responsible for the information practices of such third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.

Children’s Privacy

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us immediately, and we will delete it from our systems.

California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including:

  • The right to know what personal information we collect, use, disclose, and sell
  • The right to request deletion of personal information
  • The right to opt-out of the sale or sharing of personal information
  • The right to correct inaccurate personal information
  • The right to limit the use and disclosure of sensitive personal information
  • The right to non-discrimination for exercising CCPA/CPRA rights

We do not use or disclose sensitive personal information for purposes other than those permitted under California law. To exercise your California privacy rights, please use the contact information provided in the “Submitting Privacy Requests” section above.

Changes to This Privacy Policy

We may update this Website Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will post any changes on this page with an updated effective date. If we make material changes that significantly affect our practices regarding the personal information we have previously collected about you, we will endeavor to provide you with advance notice by highlighting the change on our website or by sending you an email (if we have your email address).

We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Contact Information

If you have questions or concerns about this Website Privacy Policy or our data practices, please contact us:

Third Stanza Group LLC
Email: contact@thirdstanzagroup.com

This Website Privacy Policy is separate from our Client Privacy Policy, which governs how we handle personal information for investment advisory clients. If you are or become a client of Third Stanza Group, the Client Privacy Policy will also apply to you.