California Privacy Notice
State-Specific Disclosure & Consumer Rights Mandate
Effective Date: January 1, 2023
Last Updated: January 1, 2026
I. Introduction & Scope
This California Consumer Privacy Policy (“Policy”) supplements our Global Privacy Notice and applies solely to individuals who reside in the State of California (“consumers”). We adopt this Policy to comply with the California Consumer Privacy Act of 2018 (“CCPA”) as amended by the California Privacy Rights Act of 2020 (“CPRA”).
II. Consumer Rights under the CCPA
As a California resident, you have the following legally enforceable rights regarding your Personal Information:
Right to Know & Access: You have the right to request that we disclose what Personal Information we collect, use, and disclose. This includes the specific pieces of information we have obtained about you over the past 12 months.
Right to Delete: Subject to certain legal and fiduciary exceptions (such as maintaining records for ongoing institutional contracts or financial audits), you have the right to request the deletion of your Personal Information.
Right to Correct: You have the right to request the correction of inaccurate Personal Information maintained by the firm.
Right to Opt-Out of Sale or Sharing: Our firm does not sell Personal Information. Furthermore, we do not “share” information for cross-context behavioral advertising.
Right to Limit Use of Sensitive Personal Information: You have the right to limit the use of sensitive data to only that which is necessary to perform our services.
Right to Non-Discrimination: We will not deny services, charge different prices, or provide a different level of quality should you choose to exercise these rights.
III. Identification of Personal Information Collected
In the preceding 12 months, the firm has collected the following categories of information for institutional business purposes:
| Category | Specific Examples | Sources of Collection |
| Identifiers | Name, Professional Email, IP Address, Business Phone. | Direct Inquiries, Asset Review Portal. |
| Professional/Employment | Job Title, Company Name, Industry Specialization. | Partnerships & Acquisition Forms. |
| Commercial Information | Asset details submitted, investment interest, history of inquiries. | Asset Review Portal & Partner Portals. |
| Internet/Network Activity | Browsing history, search history, interaction with our digital assets. | Website Analytics & Cookies. |
| Geolocation Data | General geographic region of the user. | IP Address Analysis. |
IV. Retention of Personal Information
The firm retains Personal Information for no longer than is reasonably necessary to fulfill the purposes for which it was collected.
Institutional Records: Information related to asset acquisitions or formal partnerships is retained for a minimum of 7 years to comply with financial and fiduciary auditing standards.
Inquiry Data: General inquiries are retained for 24 months unless a formal business relationship is established.
V. Process for Verifying Your Request
To protect your data, we must verify your identity before fulfilling a “Right to Know” or “Right to Delete” request.
Submission: Requests must be submitted via the contact details in Section VI.
Verification: We will ask for “Verifiable Information,” which may include the email address used in your initial inquiry or details regarding a specific asset submission.
Authorized Agents: You may designate an authorized agent to make a request on your behalf via a signed power of attorney or written permission.
VI. Contact & Compliance Office
For questions regarding these policies or to exercise your rights, please contact our Global Compliance Director:
By Email:
Petri ONE Holdings LLC.
Attn: Global Compliance / Data Privacy Office