Privacy Policy

This website is operated by Direct Equity Source, LLC ("we," "us," or "our"). Questions about this policy can be sent to info@directequitysource.com.

Information you enter in our forms, such as your name, email address, phone number, investment interests, and any message you send us.

Your communication preferences, including whether you opted in to our newsletter or to SMS text messages, and a record of that choice (date and time, the page where you made it, and the disclosure wording you saw).

Basic technical information sent by your browser when you visit the site, such as pages viewed, device and browser type, and approximate location derived from your IP address.

We use this information to respond to your inquiries, schedule and remind you of appointments, share information about investment opportunities you asked about, manage your communication preferences, deliver messages you have opted in to, operate and improve the website, and comply with legal obligations.

If you opt in to SMS communications, Direct Equity Source, LLC collects your mobile phone number, consent preference, and relevant messaging records to send the types of text messages you requested, manage your preferences, and comply with applicable requirements. We do not share mobile numbers or SMS consent with third parties or affiliates for their marketing or promotional purposes. We may use service providers solely to transmit messages on our behalf, subject to appropriate confidentiality and data protection obligations. You may opt out of texts at any time by replying STOP and request help by replying HELP or contacting info@directequitysource.com.

We share information only with service providers that help us run our business, such as our website hosting and database provider, our email provider, our text messaging provider, and our investor portal provider. These providers may use the information only to perform services for us. We do not sell personal information. As stated above, we never share mobile numbers or SMS consent with third parties for their marketing purposes. We may also disclose information when required by law or to protect our rights.

We keep personal information for as long as needed to respond to you, maintain our business relationship, keep records of your communication preferences, and meet legal and regulatory requirements. We use reasonable administrative and technical safeguards to protect information, but no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

You can unsubscribe from emails using the link in any email, and stop text messages by replying STOP. You may ask to access, correct, or delete your personal information by emailing info@directequitysource.com. We will respond as required by applicable law.

We may update this policy from time to time. The effective date below shows when it was last updated.