Privacy Policy

Privacy Policy

Effective Date: April 7, 2025
Mirador Capital Partners, LP
6700 Koll Center Parkway, Suite 230
Pleasanton, CA 94566
(925) 621-1000

Introduction

Maintaining the trust and confidence of our clients and website visitors is a high priority for Mirador Capital Partners, LP (“Mirador,” “we,” or “our”). This Privacy Policy explains how we collect, use, and share personal information through our business operations and website ([yourdomain.com]).

This notice is provided to meet our obligations under applicable laws, including the California Consumer Privacy Act (CCPA), Regulation S-P, Regulation S-AM, and Regulation S-ID.

Section 1: Information We Collect

We collect personal information in two primary ways:
(A) As part of our financial services offerings, and
(B) From visitors to our website.

A. Information Collected from Financial Clients

In the course of providing investment products and financial advice, we obtain non-public personal information about you, including:

  • Information from account applications (e.g., name, address, date of birth, Social Security Number, employment, financial goals)

  • Transaction history with us or affiliates

  • Information from credit bureaus or third-party services (e.g., credit history or employment status)

B. Information Collected from Website Visitors

When you visit our website, we may automatically collect information through cookies and other technologies, including:

  • Browser type, IP address, and device identifiers

  • Pages visited, links clicked, and time spent on our site

  • Geographic location (approximate)

  • Referral source (e.g., search engine, advertising)

Section 2: Use of Tracking Technologies

To improve user experience and analyze web traffic, we use third-party tracking and analytics tools, including:

Microsoft Clarity

We use Microsoft Clarity to understand how visitors interact with our website. Clarity uses cookies and code to collect data on user behavior, such as clicks, scrolls, and interactions. All information is anonymized and used to enhance site usability.

For more on Clarity’s privacy practices, visit:
https://learn.microsoft.com/en-us/clarity/setup-and-installation/privacy-disclosure

Google Analytics

Google Analytics collects usage data such as pages viewed, browser type, and referring websites. This data helps us improve site content and structure. You can opt out using the Google Analytics Opt-out Browser Add-on.

Google Ads (AdWords)

We use Google Ads for advertising and remarketing. Google may use cookies to display personalized ads based on your behavior on our site and other websites. You can opt out of personalized ads through Google’s Ad Settings: https://adssettings.google.com

Section 3: Information Sharing and Disclosure

We do not sell customer data. We only disclose your information as follows:

A. For Financial Services

  • To service providers and partners (e.g., clearing broker-dealers, investment companies)

  • To consumer reporting agencies

  • To professionals acting on your behalf (e.g., attorneys or trustees)

  • To regulators or government entities as required by law

  • To our own attorneys, accountants, or auditors

B. For Website Functionality and Analytics

  • To analytics and advertising partners (e.g., Microsoft, Google)

  • To web developers or marketing agencies working on our behalf

Section 4: Your Rights (California Residents)

Under the CCPA, California residents have the right to:

  • Know what personal information we collect and use

  • Request deletion of your personal information

  • Opt out of the sale or sharing of your data (we do not sell data)

  • Non-discrimination for exercising privacy rights

To submit a data request, contact us at (925) 621-1000 or write to us at the address listed above.

Section 5: Data Security

We maintain physical, electronic, and procedural safeguards to protect your personal information. Access to your data is limited to employees and service providers who require it to fulfill their responsibilities.

We have also implemented an Identity Theft Protection Program (ITPP) in compliance with Regulation S-ID to identify, detect, and mitigate potential risks related to identity theft.

Section 6: Closed or Inactive Accounts

If your account is closed or becomes inactive, our Privacy Policy will continue to apply. We retain information only as long as necessary to comply with legal and regulatory obligations.

Section 7: Cookies and Online Tracking

Cookies are used to personalize content, track website traffic, and improve functionality. You may control cookie settings through your browser or opt out via banners or browser add-ons.

Section 8: Changes to This Policy

If we update this policy, we will revise the “Effective Date” at the top and notify you as required by law.

Section 9: Complaints or Questions

For privacy questions or complaints, please contact:
Audrey Glafkides
Mirador Capital Partners, LP
6700 Koll Center Parkway, Suite 230
Pleasanton, CA 94566
(925) 621-1000