Privacy Policy

Last Updated: January 2026

At Bridgeview Managment LLC, we understand that our relationship with you is built on a foundation of trust. As a boutique wealth management firm, the protection of your personal and financial information is our highest priority. This Privacy Policy outlines how we collect, protect, and utilize your data.

1. Information We Collect

To provide bespoke investment strategies and satisfy regulatory requirements, we collect non-public personal information about you from the following sources:

  • Direct Inquiries: Information you provide through our contact forms, such as your name, contact details, investment goals, and asset tiers.

  • Account Documentation: Information provided during the onboarding process, including financial history, net worth, and tax identification numbers.

  • Digital Interactions: Standard web data such as IP addresses and cookies to improve your experience on our site and ensure the security of our portal.

2. How We Use Your Information

We use your information exclusively to:

  • Develop and execute personalized trading and wealth strategies.

  • Comply with legal and regulatory obligations (e.g., "Know Your Customer" and Anti-Money Laundering regulations).

  • Communicate market insights, portfolio updates, and firm announcements via our newsletter or direct correspondence.

  • Enhance the security and functionality of our digital platforms.

3. Information Sharing and Disclosure

Bridgeview Management does not sell, rent, or trade your personal information to third parties for marketing purposes. We only share information with third-party service providers (such as custodians, clearing firms, or specialized technology partners) when necessary to:

  • Execute and settle trades on your behalf.

  • Maintain and service your accounts.

  • Comply with a subpoena, court order, or judicial process.

4. Data Security and Protection

We employ institutional-grade security measures to safeguard your data. This includes:

  • Encryption: Utilizing advanced SSL/TLS encryption for all data transmitted through our website and client portals.

  • Access Control: Limiting access to your personal information to only those employees and partners who require it to provide services to you.

  • Continuous Monitoring: Regular audits of our internal systems to identify and mitigate potential vulnerabilities.

5. Your Choices and Rights

You have the right to review, update, or request the deletion of your personal information, subject to certain regulatory record-keeping requirements. If you wish to opt out of our marketing communications or newsletters, you may do so at any time via the "Unsubscribe" link in our emails or by contacting us directly.

6. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. We encourage you to review this page regularly to stay informed about how we protect your information.

7. Contact Us

If you have any questions regarding this Privacy Policy or our data handling practices, please contact us at:

Bridgeview Management LLC | [Email Address] | [Phone Number]