Privacy Notice for Clients and Website Visitors
A|C Management Tech LLC (“we,” “our,” or “the Firm”) is committed to protecting the privacy and confidentiality of personal and non-public information. As an SEC-registered investment adviser, we adhere to strict standards under U.S. federal law, including Regulation S-P, and applicable international data protection principles.
This Privacy Policy explains how we collect, use, safeguard, and share information.
Information We Collect
We may collect the following categories of information:
Personal Information: Name, address, email address, telephone number, date of birth.
Financial Information: Information provided in connection with advisory services, including assets, income, investment objectives, and risk tolerance.
Technical Information: IP address, browser type, device information, and website usage data when you visit our website.
We only collect information that is necessary to provide investment advisory services or to operate our website.
How We Collect Information
Information is collected when you:
Visit our website
Complete forms or inquiries
Open or maintain an advisory relationship
Communicate with us electronically or in writing
Interact with third-party service providers authorized by you
We may also receive information from custodians, brokers, or other service providers in connection with advisory services.
How We Use Information
Your information is used solely to:
Provide and manage investment advisory services
Comply with legal and regulatory obligations
Maintain accurate client records
Communicate with you regarding services
Improve website functionality and security
We do not sell or rent personal information.
Information Sharing and Disclosure
We may share information only as permitted or required by law, including with:
Custodians, broker-dealers, and clearing firms
Technology and service providers supporting our operations
Regulators or legal authorities as required
All third-party service providers are required to maintain confidentiality and data security standards.
Protection of Non-Public Personal Information
We maintain physical, electronic, and procedural safeguards designed to protect non-public personal information, including:
Secure data storage systems
Restricted access controls
Ongoing monitoring of systems and vendors
Access to personal information is limited to authorized personnel who require it to perform their duties.
Data Retention
Personal information is retained only for as long as necessary to:
Fulfill the purposes outlined in this policy
Comply with SEC recordkeeping requirements
Meet legal, regulatory, and operational obligations
Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
Access your personal information
Request corrections
Request deletion where legally permissible
Restrict or object to certain processing activities
Requests may be subject to legal and regulatory limitations.
International Visitors
For visitors outside the United States, including the United Kingdom and United Arab Emirates, personal data may be transferred to and processed in the U.S. By using our services or website, you consent to such transfers in accordance with applicable law.
Website Links
Our website may contain links to external websites. We are not responsible for the privacy practices or content of websites not owned or controlled by A|C Management Tech LLC.
Changes to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.
Contact Information
If you have questions or concerns regarding this Privacy Policy, please contact:
A|C Management Tech LLC
Email: contact@assetmanagertech.com
Regulatory Disclosure
A|C Management Tech LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, including possible loss of principal.
Effective Date: 12 13 2026