Icono Capital Privacy Policy
At Icono Capital, we recognize the paramount importance of protecting our clients' privacy. We are committed to maintaining the confidentiality and security of your nonpublic personal information. This Privacy Policy is designed to help you understand what information we collect, how we use it, and how we protect it.
Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:

  • Personal Information: Information you provide in subscription documents and other forms, including your name, address, social security number, date of birth, income, and other financial-related information.

  • Transactional Information: Data about your transactions with us, such as the types of investments you have made and your account status.

How We Use Your Information
Any nonpublic personal information that we receive from our clients is not shared with non-affiliated third parties, except as necessary to provide our services or as required by law. Specifically:

  • Service Providers: We may disclose your nonpublic personal information to non-affiliated third-party service providers who assist us in servicing and administering your account. These providers may include our administrators, auditors, and legal advisors.

  • Legal Requirements: We may disclose your nonpublic personal information as required by law, such as in response to a subpoena or to fulfill regulatory requirements. This includes disclosures required under the USA PATRIOT Act of 2001 and related regulations to prevent money laundering.

  • Fraud Prevention: We may disclose your nonpublic personal information to prevent fraud and unauthorized transactions.

  • Former Clients: Our privacy policy continues to apply to former clients.

Data Retention
To comply with SEC regulations, we retain all client records and nonpublic personal information for a minimum of five years from the end of the fiscal year during which the record was last updated or required. This period ensures we meet regulatory and compliance requirements and can provide continuous service to our clients.

Confidentiality and Security

We restrict access to nonpublic personal information to those employees and agents who need to know the information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.


Disposal of Information
If we choose to dispose of nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access.


Questions and Contact
If you have any questions regarding this Privacy Policy, please contact us at:

Icono Capital
17 Prince St
(585) 504-1616
hello@iconocapital.com