Privacy Policy | LegacyCrest Capital

Effective Date: February 25, 2026

LegacyCrest Capital, LLC ("LegacyCrest," "we," "us," or "our") respects the privacy of visitors to our website at legacycrestcap.com (the "Site"). This Privacy Policy describes how we collect, use, disclose, and protect your personal information when you visit our Site, submit inquiries, or interact with us in connection with our investment offerings.

By using this Site, you agree to the collection and use of information in accordance with this policy. If you do not agree with the terms of this Privacy Policy, please do not use the Site.

Information We Collect

Information You Provide

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

Name, email address, phone number, and mailing address
Accredited investor status and related financial qualification information
Information submitted through contact forms, scheduling tools, or email correspondence
Investment preferences, financial goals, or other details you share during consultations

Information Collected Automatically

When you visit our Site, we may automatically collect certain technical information, including:

IP address, browser type, operating system, and device information
Pages visited, time spent on pages, referring URLs, and click behavior
Cookies and similar tracking technologies used for analytics and advertising purposes

Information from Third Parties

We may receive information about you from third-party services we use, including scheduling platforms (such as Calendly), customer relationship management tools (such as HubSpot), advertising platforms (such as Meta), and analytics providers (such as Google Analytics).

How We Use Your Information

We use the information we collect for the following purposes:

To respond to your inquiries and communicate with you about investment opportunities
To verify accredited investor status as required by federal securities laws
To provide you with information about our current offerings, including Private Placement Memorandums and related documents
To manage investor relations, including distributing financial reports, K-1 tax documents, and production updates
To improve our Site, marketing efforts, and overall user experience
To comply with applicable legal and regulatory obligations
To serve targeted advertising through platforms such as Meta and Google

Cookies and Tracking Technologies

Our Site uses cookies and similar technologies to enhance your browsing experience, analyze site traffic, and deliver targeted advertising. These may include:

Essential cookies that are necessary for the Site to function properly
Analytics cookies (such as Google Analytics) that help us understand how visitors use the Site
Advertising cookies (such as Meta Pixel) that allow us to deliver relevant ads and track campaign performance

You may disable cookies through your browser settings; however, some features of the Site may not function properly if cookies are disabled.

How We Share Your Information

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

Service providers: We may share information with trusted third-party vendors who assist with website hosting, email communications, CRM management, advertising, scheduling, and analytics — solely for the purpose of performing services on our behalf
Legal compliance: We may disclose information when required by law, subpoena, court order, or regulatory request
Business transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction
Investor verification: We may share information with third-party verification services to confirm accredited investor status as required by SEC regulations

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Investor records may be retained for the duration required by applicable securities laws and regulations.

Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information, including:

The right to access, correct, or delete your personal information
The right to opt out of marketing communications at any time
The right to request information about the categories of personal data we have collected

To exercise any of these rights, please contact us at info@legacycrestcap.com.

Third-Party Links

Our Site may contain links to third-party websites, including scheduling tools, social media platforms, and industry resources. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a minor, we will take steps to delete it promptly.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make material changes, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically.

Contact Us

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

LegacyCrest Capital, LLC
1820 Preston Park Blvd., Suite 1650
Plano, TX 75093
info@legacycrestcap.com
(469) 543-0177