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Privacy & terms

What we collect, why, and what we will never do with it.

What we collect

Only what you type into a form on this site: name, email, phone, self-reported accreditation status, indicated capital range, and any note you choose to add. We also collect standard aggregate analytics — pages viewed, referring source, approximate region — which are not tied to your identity.

Why we collect it

To reply to you, to send material you requested, and to determine whether an offering is appropriate for your situation. That is the entire purpose.

What we will never do

  • Sell, rent or trade your information to anyone.
  • Share it with third parties except service providers who help us operate (email delivery, investor management, accreditation verification), each bound to use it only for that purpose.
  • Enrol you in a marketing sequence you did not ask for.
  • Send financial documents you did not request.

Retention and deletion

Enquiry records are kept for two years unless you become an investor, in which case recordkeeping obligations under securities and tax law apply. Ask us to delete your information at any time by emailing seth.phillips@mallardlegacypartners.com and we will, subject to those obligations.

Cookies

This site uses only essential cookies and privacy-preserving aggregate analytics. No advertising or cross-site tracking cookies are set, and no third-party advertising pixels are installed.

Terms of use

This site is provided for informational purposes. Content may change without notice. We make no warranty that the information is complete or current, and we are not liable for decisions made in reliance on it. Your use of the site is governed by the laws of the State of Tennessee. See our disclosures for the securities position.

Contact

Mallard Legacy Partners LLC · Asheville, North Carolina · seth.phillips@mallardlegacypartners.com