Privacy Policy.

This Privacy Policy explains how Set Apart Management LLC (“Set Apart Management,” “we,” “us”) handles information in connection with www.setapartmanagement.com and every service we offer, including executive oversight, governance design, financial and operational support, strategic advisory, and portfolio stewardship.

This Policy does not apply to the independent privacy practices of our clients, their portfolio companies, or any third-party site or platform. Where we process information on a client’s behalf under an engagement agreement, that agreement and the client’s own instructions govern, and we act on the client’s documented instructions as a processor or service provider.

Information you provide: name, entity, role, email address, telephone number, and the content of inquiries, correspondence, or documents you choose to send us.

Engagement information: records, financial and operational data, governance materials, and business information supplied under a signed engagement agreement, which may include limited personal information about your personnel or counterparties.

Technical information collected automatically: IP address, approximate location derived from IP, device and browser type, operating system, referring URL, pages viewed, timestamps, and interaction events, collected through server logs and, where enabled, analytics technologies described in our Cookie Policy.

We do not knowingly collect information from anyone under eighteen, and we do not seek special-category or sensitive personal data, government identifiers, biometric data, precise geolocation, or payment card data through this website. Do not submit such information through the website or by unsecured email.

We use information to respond to inquiries; evaluate and administer prospective and existing engagements; deliver, support, and improve our services; maintain records and internal reporting; secure and monitor our systems; detect and prevent fraud, abuse, and unauthorized access; comply with legal, regulatory, tax, audit, and professional obligations; enforce our Terms of Service; and establish, exercise, or defend legal claims.

We do not sell personal information, and we do not share personal information for cross-context behavioral advertising or targeted advertising. We do not use engagement information for marketing to third parties.

Where consent is the lawful basis (for example, non-essential cookies or optional communications), you may withdraw it at any time without affecting the lawfulness of prior processing. Other processing rests on performance of a contract, our legitimate interests in operating a professional services business securely, and compliance with legal obligations.

Confidentiality is foundational to our practice. Engagement information is accessible only to personnel and contracted advisers with a genuine need to know, each bound by written confidentiality obligations that survive the end of their involvement.

We do not disclose the identity of clients, the existence or terms of engagements, or engagement content without prior written consent, except where disclosure is compelled by law or is necessary to defend a legal claim.

Service providers and processors: hosting, communications, email, document management, security, and analytics vendors engaged under contracts that restrict their use of information to providing services to us.

Professional advisers: legal, accounting, tax, insurance, and audit advisers bound by professional duties of confidence.

Legal and protective disclosure: where required by applicable law, regulation, subpoena, court order, or lawful governmental request, or where reasonably necessary to protect the rights, property, safety, or lawful interests of Set Apart Management, our clients, or others, or to investigate suspected fraud or security incidents.

Corporate transactions: in connection with a reorganization, merger, financing, or sale of assets, subject to confidentiality protections and, where required, notice to affected individuals.

We do not disclose personal information to advertisers, data brokers, or list vendors under any circumstance.

We maintain administrative, technical, and physical safeguards appropriate to the sensitivity of the information we hold, including encrypted transport, access controls on a need-to-know basis, credential hygiene, least-privilege administration, vendor diligence, and periodic review of our practices.

No method of transmission or storage is completely secure. While we work diligently to protect information, we cannot and do not guarantee absolute security, and you transmit information to us at your own risk. Where required by law, we will notify affected individuals and regulators of a qualifying security incident without undue delay.

We retain information only as long as necessary for the purposes described in this Policy, then delete or de-identify it. Inquiry correspondence is generally retained up to twenty-four months where no engagement follows. Engagement records are retained for the term of the engagement and afterward for the period required by applicable legal, tax, professional, insurance, and limitation-period obligations, typically up to seven years. Server and security logs are generally retained up to twelve months.

Longer retention applies where a legal hold, dispute, investigation, or regulatory requirement demands it.

Depending on your jurisdiction, you may have the right to request access to the personal information we hold about you; correction of inaccurate information; deletion; a portable copy; restriction of or objection to certain processing; withdrawal of consent; and to be free from unlawful discrimination for exercising these rights. We do not use personal information for automated decision-making that produces legal effects.

To exercise a right, contact info@setapartmanagement.com with enough detail for us to verify your identity and locate your information. We respond within the period required by applicable law, ordinarily within thirty to forty-five days, and will tell you if we need more time. An authorized agent may submit a request with proof of authority.

Where we process information on behalf of a client, we will refer your request to that client and support their response. Rights are subject to lawful exemptions, including legal privilege, professional confidentiality duties, the rights of others, and record-keeping obligations.

We operate from the United States, and information may be processed in the United States and in other countries where our service providers operate. Where information is transferred from the European Economic Area, United Kingdom, or Switzerland, we rely on appropriate safeguards such as Standard Contractual Clauses together with supplementary measures where required.

You may request information about the safeguards applied to a specific transfer by contacting the private office.

This website uses a limited set of cookies and similar technologies. Our Cookie Policy describes each category, its purpose, its duration, and how to exercise choices, including how to refuse non-essential technologies.

Links to third-party websites are provided for convenience. Their privacy practices are their own, and we accept no responsibility or liability for their content, security, or handling of information. Review their policies before providing information.

This website and our services are intended for business use by adults. We do not knowingly collect personal information from children under eighteen. If you believe a child has provided information to us, contact the private office and we will delete it promptly.

We may update this Policy to reflect changes in our practices, technology, or legal obligations. The effective date above will be revised, and material changes will be signaled on this page. Continued use of the website after an update constitutes acceptance of the updated Policy.