Global Privacy Policy

I. Our Privacy Commitment

Since 2012, our firm has operated on a foundation of trust and transparency. We recognize that the individuals and institutions we partner with entrust us not only with capital and assets but with sensitive information. This Global Privacy Policy outlines our rigorous standards for collecting, protecting, and managing that data.

II. Information Collection & Origin

We collect information only where necessary to facilitate asset acquisitions, institutional partnerships, and professional inquiries.

1. Voluntary Information: Data provided through our Asset Review Portal or Institutional Inquiries, including names, corporate entities, contact details, and asset-specific documentation (OMs, tax records, etc.).

2. Automated Technical Data: Information collected via cookies and server logs, such as IP addresses, browser types, and navigation patterns on [YourDomain.com].

3. Third-Party Data: Information obtained from public records, property databases, and agency filings during our due diligence process.

III. Use of Information

Our use of data is strictly limited to the execution of our fiduciary and operational mandates:

• Due Diligence: Analyzing property submissions and evaluating acquisition viability.

• Relationship Management: Communicating with institutional partners, agencies, and stakeholders.

• Regulatory Compliance: Meeting our obligations for anti-money laundering (AML), “Know Your Customer” (KYC), and financial reporting.

• Site Optimization: Ensuring our digital platforms provide a secure and efficient user experience.

IV. Information Sharing & Disclosure

We do not sell, rent, or trade personal information to third parties. Data is only disclosed under the following circumstances:

• Service Providers: To trusted third-party contractors (e.g., environmental auditors, legal counsel, or cloud security providers) who are bound by strict confidentiality agreements.

• Legal & Regulatory Mandates: When required by law, subpoena, or to protect the firm’s legal rights and the safety of our assets.

• Institutional Alignment: To government agencies (HUD, VA, etc.) solely as required to coordinate residential stability and management protocols.

V. Security & Data Protection

We employ institutional-grade security measures to protect your data from unauthorized access, alteration, or destruction.

• Encryption: All data submitted via our portals is encrypted in transit and at rest.

• Access Controls: Access to partner and asset data is restricted to authorized personnel who require the information to perform their specific duties.

VI. International Data Transfers

As a firm operating within the United States, your information will be processed and stored on domestic servers. By using our services, you acknowledge that the data protection laws in the U.S. may differ from those in your home jurisdiction.

VII. Retention Policy

We retain personal and corporate data for as long as necessary to fulfill the purposes outlined in this policy, generally aligning with the 7-year retention standard required for institutional financial audits and legal compliance.

VIII. Updates to This Policy

As the regulatory landscape evolves, we will update this policy accordingly. Significant changes will be noted in the “Last Updated” section at the top of this document.

IX. Contact Information

For all privacy-related inquiries or to request access to your data, please contact:

By Email:

Petri ONE Holdings LLC.

Attn: Global Compliance / Data Privacy Office

compliance@petrione.com