Privacy Policy

Effective Date: January 1, 2023

The privacy practices of this Privacy Policy apply to Blue Marlin Partners' ("we," "our," or "us") services available under the domain and subdomains of (the "Website"). We recognize that privacy is important to our users, so we design and operate our Website with the protection of your privacy in mind. This Privacy Policy outlines the types of personal information we may gather when you visit our Website or use our services, as well as some of the steps we take to safeguard it. Please read this Privacy Policy to learn more about the ways in which we collect, use and disclose your personal information. By visiting the Website, you agree to be bound by our Terms of Use and this Privacy Policy. If you do not agree, please do not use or access the Website.

By accepting the Privacy Policy and the Terms of Use, you expressly consent to our use and disclosure of your personal information in accordance with this Privacy Policy. This Privacy Policy is incorporated into and subject to the Terms of Use.

We have adopted general policies and procedures concerning confidentiality, proprietary data and privacy of customer personal information, and the information we gather over the Website is protected by those policies and procedures. Generally, we collect non-public personal information about our clients and investors from the following sources:

  • Information received from clients or investors on applications or other forms, including the information we collect on the Website, and
  • Information about clients' or investors' transactions with us, our affiliates or others.

Our policy is that:

  • We do not disclose any non-public personal information about our current or former clients or investors to anyone, except as permitted by law. We share non-public personal information with certain service providers, to the extent permitted by law, and we require those service providers to keep the non-public information confidential.
  • We restrict access to non-public personal information about our clients and investors to employees and service providers who need to know that information to provide services to our clients.
  • We maintain physical, electronic and procedural safeguards to guard clients' and investors' personal information.

Collection of Information
In general, you can browse the non-password-protected sections of the Website without telling us who you are or revealing any personal information about yourself. However, in certain areas of the Website, we may ask you to submit information that identifies you as an individual to us, and we may invite you to request information from us. In addition to any information that you may voluntarily provide, the Website may automatically collect information about you and your use of the Website.

Information We Automatically Collect

We automatically track certain information that your browser makes available whenever you visit a website. This information includes your Internet Protocol address, browser type, browser language and one or more files that may uniquely identify your browser.

We also may use data collection devices such as cookies, web beacons, pixels, or other similar technologies to help analyze our web page flow, measure effectiveness, and promote trust and safety. "Cookies" are small files placed on your hard drive that assist us in providing our services. We offer certain features that are only available through the use of a "cookie". Cookies can also help us provide information that is targeted to your interests. Most cookies are "session cookies," meaning that they are automatically deleted from your hard drive at the end of a session. You may decline our cookies if your browser permits, although in that case you may not be able to use certain features on the Website and you may be required to reenter your password more frequently during a session.

Information You Provide to Us

Account Registration Information. If you apply for a password to access password-restricted areas on this Website, you must provide to us with certain information, such as your name, mailing address, email address, phone number, personal financial data, investment portfolio and other investment information.

E-Mail Content and Contact Us Submissions. You may choose to provide us with persona information in an email message to one of the addresses listed on the Website or by submitting your information in a "Contact Us" section of the Website. We use this information to respond to your message, and we may use it to market or promote relevant services to you. If you sign up for an email newsletter, you have the option to unsubscribe at any time. Any information you choose to provide regarding special interests may be used for marketing and promotional purposes. By providing this information, you may receive occasional email messages from us or an affiliated organization.

Use of Information
We use the information we collect from our browser and data collection devices such as cookies to improve our operations and facilitate the services you request. We may use information collected from you to measure interest, customize your experience and enforce our Terms of Use. If you apply for a password, we use that data to determine whether you are an accredited investor and have sufficient sophistication, investment experience and wealth to receive information about certain investment options. We may use your information to send correspondence and perform services on your behalf in connection with investment related activities.

We may also use personal information about you to analyze Website usage, to provide the information, content, and services you request, for security or fraud prevent purposes, to improve our content and product offerings, to customize the Website's content, layout, and services, and for any purpose identified in an applicable privacy notice, click-through agreement, or other agreement between you and us. Some of these uses improve the Website and better tailor it to meet your needs, so as to provide you with a smooth, efficient, safe and customized experience while using the Website."

Disclosure of Information


Affiliates and Vendors. In connection with providing our services, it also may be necessary for us to share information with other third parties to help us process transactions relating to your account, including, but not limited to, asset transfers from a financial institution and processing or administering investment transactions and portfolios. In certain instances, we may contract with third parties that are not affiliated with us to perform services for us, and, if necessary, we may disclose information about you to those third parties solely for the purpose of carrying out their assigned responsibilities. In those circumstances, we require such third parties to treat your private information with the same degree of confidentiality that we do. In some instances, the third-party service provider may collect information directly from you. In these cases, you will be notified of the involvement of the service provider, and all additional information you provide them and their additional uses will be strictly up to you. If you provide additional information to a service provider directly, their use of your personal information is governed by their applicable privacy policy.

Compliance with Law. We may also disclose your information as needed to comply with the law. For example, we may need to disclose information in response to a subpoena or to cooperate with regulatory or law enforcement authorities. We may also disclose your information to prevent or investigate a possible crime, such as fraud or identity theft; to protect the security of the Website; to enforce or apply any applicable terms of use or other agreements; or to protect our own rights or property, or the rights, property, or safety of others. We may also disclose your information as permitted or required by applicable law to government and regulatory organizations, such as the Federal Bureau of Investigation (FBI), the Internal Revenue Service (IRS), and the Securities and Exchange Commission (SEC).

Business Negotiations. We may contemplate, for strategic or other reasons, selling, buying, merging, or otherwise reorganizing our businesses. In negotiating with a third party about entering into such an arrangement, we may need to disclose your personal information. In such cases, we will take reasonable measures to protect the personal information we disclose, for example, by requiring a prospective partner or purchaser to sign a non-disclosure agreement limiting the use and protecting the confidentiality of the information.

Business Transfers. We may transfer the information you submit on or through the Website, including personal information, to a partner or buyer or other successor in the event of a merger, divestiture, transfer of control, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us, a subsidiary, or an affiliated company about our Website users is among the assets transferred.

We do not disclosure personal information to third parties for their own direct marketing purposes.

Control of Your Password and Personal Information
You are responsible for all actions taken with your username and password. Therefore, we recommend that you do not disclose your password to anyone. You may not allow others to use your username or password to access or use any part of this Website. If your password has been compromised for any reason, you should contact us immediately for a new password.

You can review and change the information that you submit to us by contacting us at You can change your User ID, email address, contact information, financial information, other personal information and user preferences. You must promptly update your personal information if it changes or is inaccurate.

On your request, we will deactivate your password and remove your contact information and financial information from our active databases. Your password will be deactivated promptly based on your account activity and in accordance with our deactivation policy.

We will retain in our files the personal information you have asked us to remove from our active databases to prevent fraud, resolve disputes, troubleshoot problems, assist with any investigations, enforce our Terms of Use and comply with legal requirements. Therefore, you should not expect that your personal information will be completely removed from our databases in response to your requests. However, such personal information will only be available to select employees, service providers and governmental persons or entities.

Your information is stored on our servers located in the United States. We use reasonable procedural and technical safeguards designed to protect your personal information against loss or theft as well as unauthorized access and disclosure to protect your privacy, which may include encryption, "firewalls" and Secure Socket Layers. We treat data as an asset that must be protected against loss and unauthorized access. We employ security techniques to protect such data from unauthorized access by users inside and outside the company. However, "perfect security" does not exist on the Internet, so although we use industry standard practices to protect your privacy, any transmission of information over the Internet is not without risk and we cannot guarantee the safety of this information. Any transmission of personal information through the Website is at your own risk and we are not responsible for the circumvention of our security measures.

Persons under age 18 are not eligible to use the Website. If you believe that a child under the age of 18 has submitted information on or through the Website without the consent and supervision of a parent or guardian, please contact us as indicated below.

Conditions Of Use
If you choose to visit the Website, your visit and any dispute over privacy is subject to this Privacy Policy and our Terms of Use, including limitations on damages and application of the law of the State of Maryland. If you have any concern about privacy, please send a thorough description to

Links to Third-Party Websites

The Website may have links to other websites or resources over which we do not have control. Such links do not constitute an endorsement by us of those websites. You acknowledge that we are providing these links to you only as a convenience, and you further agree that we are not responsible for the content of such websites. Your use of such websites is subject to the terms of use and privacy policies located on the linked websites.

Your Choices

In General. We respect your right to make choices about the ways your personal information is collected and used. For example, we will include instructions to unsubscribe from communications in each electronic newsletter or promotional email we send you.

Unsubscribe from Newsletters or Promotional Communications. We want to provide you information that is valuable to you. If at any time you wish to be taken off our mailing lists, please follow the unsubscribe instructions included in our communications to you or contact us by email at, or by mail at the address listed below. Please provide your full name, postal address and email address so that we can find you on our mailing lists. Once we have the information we need, we will remove you from our mailing lists as you have requested. Please give us a reasonable amount of time to honor your request.

Opt-Out Links. We do not control how third parties use your information, but you can opt out of certain third-party activities at the links below.

Do Not Track Mechanisms. Because of the changing state of technology and indecision within the industry regarding the meaning of Do Not Track signals, we currently do not make any guarantee that we will honor Do Not Track signals.

Changes to this policy
This Privacy Policy may change from time to time. We may amend this Privacy Policy at any time by posting the amended terms on the Website. Information collected after the posted last updated date will be treated in accordance with the then most current Privacy Policy. When this Privacy Policy changes, we will update the "Effective Date" at the top of the page.

Questions or comments may be directed to