At Monteia Sophia LLC, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website, launched in 2025, or interact with us through our services. By using our website, you agree to the terms of this policy.
1. Information We Collect
We may collect the following types of information:
Personal Information: When you contact us, subscribe to our News & Insights updates, or submit an inquiry, we may collect details such as your name, email address, phone number, and any other information you provide (e.g., through the Contact Us form).
Non-Personal Information: We collect data about your interaction with our website, including IP address, browser type, device information, pages visited, and time spent on the site, using cookies and similar technologies.
Investor-Related Information: For potential investors, we may collect additional details (e.g., financial information, investment preferences) as part of the onboarding process, subject to separate agreements and regulatory requirements.
2. How We Use Your Information
We use the information we collect to:
Provide Services: Respond to inquiries, process subscription requests, and communicate with you about investment opportunities.
Enhance User Experience: Analyze website usage to improve our content, design, and functionality (e.g., tracking popular pages like Performance or ESG Commitment).
Marketing and Updates: Send you updates, newsletters, or insights (e.g., from our News & Insights page), with the option to unsubscribe at any time.
Legal Compliance: Fulfill regulatory obligations, such as anti-money laundering (AML) and know-your-customer (KYC) requirements for investor onboarding.
Security: Protect against fraud, unauthorized access, or other illegal activities.
3. How We Share Your Information
We do not sell or rent your personal information to third parties. We may share your data in the following circumstances:
Service Providers: With trusted third-party vendors (e.g., email service providers, analytics tools) who assist in operating our website and services, under strict confidentiality agreements.
Affiliates: With our sister company, Monteia Sophia Advisory, to provide complementary services, such as market research or advisory support, as referenced in our News & Insights page.
Legal Requirements: When required by law, regulation, or legal process (e.g., to comply with a court order or regulatory audit).
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction, with notice to you.
4. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience and analyze website performance. These may include:
Essential Cookies: Necessary for the website to function (e.g., navigation, form submissions).
Analytics Cookies: To track usage patterns (e.g., how often the Performance page is viewed).
Marketing Cookies: To deliver relevant updates or promotions. You can manage your cookie preferences through your browser settings, though disabling cookies may affect your experience on our site.
5. Data Security: We implement industry-standard security measures to protect your information, including encryption, secure servers, and access controls. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security. We encourage you to use caution when sharing sensitive information online.
6. Your Rights
Depending on your jurisdiction, you may have the following rights regarding your personal information:
Access: Request a copy of the data we hold about you.
Correction: Ask us to correct inaccurate or incomplete information.
Deletion: Request the deletion of your data, subject to legal obligations.
Opt-Out: Unsubscribe from marketing communications at any time.
Restriction: Limit how we use your data in certain circumstances.
To exercise these rights, please contact us at info@monteiasophia.com or +1 (202) 875-6716.
7. International Data Transfers
Monteia Sophia LLC operates globally, with worldwide team members contributing to our international presence. Your information may be transferred to and processed in countries outside your jurisdiction, including the United States, where our headquarters are located. We ensure such transfers comply with applicable data protection laws, using safeguards like Standard Contractual Clauses.
8. Third-Party Links
Our website may contain links to third-party sites, such as Monteia Sophia Wealth Advisory LLC or social media platforms (LinkedIn, Twitter). We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before sharing information.
9. Children’s Privacy
Our website is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such data, please contact us to have it removed.
10. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The updated policy will be posted on this page with a revised “Last Updated” date. We encourage you to review this policy regularly.
Last Updated: April 7, 2025
11. Contact Us
If you have questions about this Privacy Policy or how we handle your data, please
reach out:
Email: info@monteiasophia.com
Phone: +1 (202) 875-6716
Address: 169 Madison Avenue Suite 2697, New York City, New York 10016,
USA