Heritage Capital, LLC (“we”, “our”, or “us”) provides this Privacy Policy to inform you about the information we process on our website and our mobile application (collectively, the “Platform”). Please review this Privacy Policy carefully. When you use our Platform, you consent to the collection and processing of your information as described in this Privacy Policy

Collection of information

We may collect the following categories of information:

  • Identifiers (e.g., name, birthdate)
  • Contact information (e.g., telephone number, email address, physical address)
  • Internet and network information (e.g., internet protocol address, device type, and other statistics and information about your interactions with the Platform)
  • Geolocation data

How we collect information

Whether we collect certain types of information and how we process them depends on how you use and access the Platform. We obtain the above categories of information from the following sources:

  • From you when you provide us the information
  • From your activities on our Platform 
  • From service providers 



We and our service providers use cookies to collect and store your information. Cookies are small files stored on your browser, device, or the page you are viewing. Cookies allow you to more easily use our Platform and help us provide and improve it. Service providers may also use cookies to advertise to you based on your past visit(s) to the Platform. Our advertisements may appear on other websites. To learn more about how you can exercise certain choices regarding this type of advertising, please click here

To learn more about cookies, and how to disable them using your browser settings, please review the “help” menu or customer support sections of your web browser. If you disable cookies, your ability to use our Platform may be limited.

How we use information about you

Generally, we use your information to provide the services you request. We may also use your information for any of the following purposes:

  • To operate, manage, and maintain our business
  • To comply with our legal and contractual obligations
  • To determine your location
  • To communicate with you
  • To provide you with information and services that you request from us
  • To maintain and improve our services
  • To personalize, advertise, and market our services
  • To conduct research and analytics
  • To detect, investigate, prevent, and respond to fraud or any other harmful activities 
  • To provide and improve our Platform
  • To exercise and defend legal claims
  • As described to you at the point of information collection or handling or otherwise where we are legally permitted or are required to do so

We do not rent or sell your personal information. Nor do we share your personal information with third parties for their own direct marketing purposes.

How we disclose your information

We may disclose your information as described at the time it is collected or as follows.

  • We may share information if you have given us consent to do so.
  • We may disclose information to service providers in order to perform services you requested or functions you initiated.
  • We share information with our service providers to perform the functions for which we engage them, such as hosting and data analyses. We may share information as needed to operate other related services.
  • We may share information about you with service providers in an anonymized form in order to discover and reveal trends about how users interact with the Platform.
  • We will disclose information deemed necessary to respond to a subpoena, regulation, governmental request, or other legal or regulatory processes.
  • We reserve the right to transfer information about our users in the event we sell or transfer all or substantially all of our business or assets.

Information retention and security

We store information for as long as we reasonably need it to fulfill the purposes for which it was collected. For example, if you request information or services from us, we will store your information for as long as needed to provide the requested information or services, enforce any applicable terms that govern your use of the Platform, and maintain appropriate records to reflect our delivery of information or services to you. We also may retain certain information for legitimate business purposes or as permitted by law.

We maintain appropriate security measures to protect your information from accidental, unlawful, or unauthorized destruction, loss, alteration, access, disclosure, or use and other unlawful forms of processing. That being said, digital transmission and storage of information is not completely secure and we cannot guarantee the safety of your information.


We do not knowingly solicit, collect, or store personally identifiable information from anyone under the age of 13. In the event we learn that we collected personal information from a child under the age of 13, we will delete that information unless it was collected with the appropriate consent or as otherwise permitted under applicable laws.

Opt-out of communications 

If you no longer wish to subscribe to our news, alerts, or any similar information sent by us, you can opt-out of receiving such communications by following the unsubscribe instructions included in each communication or by sending us your opt-out request using the “Contact” section below. If you opt-out, you may still receive communications related to your interactions with us, non-promotional communications, or others as required by law. We may also need to keep information we collected about you to record your decision to opt-out.

Third-party practices

Our Platform may contain links to third-party websites. If you visit a third-party website, you are subject to that website’s privacy policy and not ours. In addition, we may offer social sharing features that let you share our content with other media. Your use of these features enables the sharing of certain information depending on the settings you establish with the third party that provides the social sharing feature. To learn more about information processing in connection with social sharing features, please review the privacy policies of the third parties that provide these social sharing features.

Privacy Policy updates

We may change this Privacy Policy from time to time. If we do, we will let you know by revising the date at the top of the Privacy Policy. We encourage you to review the Privacy Policy whenever you use our Platform or otherwise interact with us. By continuing to use our Platform after Privacy Policy changes go into effect, you agree to be bound by the revised Privacy Policy.

Contact us

If you have any questions, comments, or requests related to this Privacy Policy, please contact us at info@heritagecapitalfund.com. Please include your name, contact information, and the nature of your request so that we can appropriately respond to your communication.