Privacy Policy

How we collect, use, and protect your personal information

Effective Date: January 1, 2026

Last Updated: January 1, 2026

Introduction

Invest IV LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our investment services.

Please read this Privacy Policy carefully. By using our website or services, you consent to the practices described in this policy. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Fill out forms on our website (contact forms, inquiry forms)
  • Subscribe to our communications
  • Become a client of our investment services
  • Communicate with us via phone, email, or in person

This information may include:

  • Name, email address, phone number, and mailing address
  • Financial information relevant to investment services (income, net worth, investment objectives)
  • Government-issued identification numbers when required for compliance purposes
  • Other information you choose to provide

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and usage, including:

  • IP address and approximate geographic location
  • Browser type and version
  • Operating system
  • Pages visited and time spent on each page
  • Referring website or source
  • Date and time of visit

Information from Third Parties

We may receive information about you from third parties, such as:

  • Professional advisors who refer you to our services
  • Public records and commercially available databases
  • Service providers who assist us in our operations

How We Use Your Information

We use the information we collect for various purposes, including:

  • Providing Services: To deliver the investment services you request and manage your account.
  • Communication: To respond to your inquiries, send account updates, and provide information about our services.
  • Compliance: To comply with legal and regulatory requirements, including anti-money laundering and know-your-customer regulations.
  • Improvement: To improve our website, services, and user experience based on feedback and usage patterns.
  • Security: To detect, prevent, and respond to fraud, security breaches, and other illegal activities.
  • Marketing: With your consent, to send you information about our services that may be of interest to you.

Who Has Access to Your Data

We limit access to your personal information to those who need it to perform their job functions:

  • Employees: Authorized employees who manage client accounts and provide investment services.
  • Service Providers: Third parties who perform services on our behalf, such as technology providers, custodians, and compliance services.
  • Professional Advisors: Legal, accounting, and other professional advisors who assist us in our operations.
  • Regulatory Authorities: When required by law or in response to valid legal requests.

Third-Party Data Sharing

We do not sell your personal information to third parties. We may share your information in the following circumstances:

  • With Your Consent: When you have given explicit permission for us to share your information.
  • Service Providers: With third parties who perform services on our behalf under contractual obligations to protect your information.
  • Legal Requirements: When required by law, regulation, legal process, or governmental request.
  • Business Transfers: In connection with a merger, acquisition, or sale of assets, subject to confidentiality obligations.
  • Protection: To protect our rights, property, or safety, or that of our clients or others.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of sensitive data in transit and at rest
  • Access controls and authentication requirements
  • Regular security assessments and updates
  • Employee training on data protection practices

However, no method of transmission over the Internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee its absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including:

  • Providing ongoing investment services
  • Complying with legal and regulatory record-keeping requirements
  • Resolving disputes and enforcing agreements

When personal information is no longer needed, we will securely delete or anonymize it.

Your Rights and Choices

Access and Correction

You have the right to request access to the personal information we hold about you and to request correction of any inaccurate or incomplete information.

Deletion

You may request that we delete your personal information, subject to certain exceptions such as legal retention requirements or ongoing service obligations.

Opt-Out

You may opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or contacting us directly.

How to Exercise Your Rights

To exercise your rights or make a request regarding your personal information, please contact us at:

  • Email: contact@invest-iv.com
  • Phone: +1 (838) 200-550
  • Address: 189 Aspen Pl, Evergreen, CO 80439, USA

We will respond to your request within a reasonable timeframe, typically within 30 days.

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website. For detailed information about our use of cookies, please see our Cookie Policy.

Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We take appropriate measures to ensure your information is protected in accordance with this Privacy Policy.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a new effective date. We encourage you to review this policy periodically.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

  • Company: Invest IV LLC
  • Email: contact@invest-iv.com
  • Phone: +1 (838) 200-550
  • Address: 189 Aspen Pl, Evergreen, CO 80439, USA

Data Protection Inquiries

For specific inquiries related to data protection, including requests to access, correct, or delete your personal information, please direct your correspondence to:

Data Protection Inquiries
Invest IV LLC
189 Aspen Pl
Evergreen, CO 80439, USA
Email: contact@invest-iv.com
Phone: +1 (838) 200-550