Shell Capital Management, LLC (“Shell Capital,” “we,” “our,” or “us”) is committed to protecting the confidentiality and security of your personal information.
This Privacy Policy provides a summary of our privacy practices. Our full Privacy Notice, delivered to clients at the start of the relationship and annually thereafter, governs our practices.
Information We Collect
We collect nonpublic personal information about current, former, and prospective clients in connection with providing investment advisory services. This may include:
– Personal information you provide (such as name, contact details, financial information, and investment objectives) – Information from custodians, broker-dealers, and other financial institutions – Information about your transactions, account balances, and portfolio activity
How We Use Information
We use this information to:
– Provide and manage investment advisory services – Maintain and service client accounts – Communicate with clients – Comply with legal and regulatory obligations
We limit the collection and use of information to what is necessary to operate our business and deliver our services.
Information Sharing
Shell Capital does not sell personal information and does not share nonpublic personal information with nonaffiliated third parties for marketing purposes.
We may disclose information only as permitted by law, including:
– To custodians and service providers acting on our behalf, subject to confidentiality obligations – To process transactions or services you request – To comply with legal, regulatory, or law enforcement requirements – To protect against fraud or unauthorized activity – With your consent or direction
Because we do not share information outside these limited purposes, clients do not have an opt-out right under applicable privacy laws.
Data Security
We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, use, or disclosure.
Applicability
This policy applies to current and former clients.
Updates
We may update this Privacy Policy from time to time. Clients will receive updated Privacy Notices as required by applicable law.
