Privacy at a Glance
- What we collect: Contact info (names, emails), inquiry details, and technical site usage data.
- Why we collect it: To respond to your requests, improve our website, and send requested updates.
- Who we share with: Trusted service providers (like our email host or CRM) and only when legally required. We do not sell your data.
- Your Rights: Depending on your location, you may have the right to access, delete, or correct your data. Contact us at info@monomoyadvisors.com to exercise these rights.
Privacy Policy
Effective Date: January 8, 2026
Last Updated: January 8, 2026
Monomoy Advisors (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit monomoyadvisors.com (the “Site”), engage with us, or use our services.
By using the Site, you agree to the practices described in this Policy.
1) Scope
This Policy applies to:
- Visitors to our Site
- Individuals who contact us, subscribe to updates, attend events/webinars, or engage us for services
This Policy does not apply to:
- Employment applicants (see our separate applicant notice, if applicable)
- Client engagements governed by a separate agreement (e.g., engagement letters, MSAs)
2) Information We Collect
- Information you provide directly
- Contact details: name, email, phone, company, job title
- Inquiry details: message content, meeting preferences
- Subscriptions: newsletter preferences
- Event/webinar registrations: attendance details, interests
- Business information: scope of work, services requested
- Information collected automatically
- Device and usage: IP address, browser type, operating system, referring URLs, pages viewed, links clicked, time/date, and approximate location (derived from IP)
- Cookies and similar technologies: session and persistent cookies, pixels, and tags to enable core functionality, preferences, performance, and analytics
- Information from third parties
- Lead/contact data: referrals, event platforms, social platforms, and reputable data providers consistent with law
- Analytics providers: aggregated metrics and audience insights
3) How We Use Your Information
We use personal information to:
- Operate, maintain, and improve the Site and user experience
- Respond to inquiries and provide services
- Send administrative notices, updates, and marketing communications (you may opt out at any time)
- Personalize content and measure campaign effectiveness
- Conduct research, analytics, and security monitoring
- Comply with legal obligations and enforce our terms
Legal bases (for EEA/UK visitors):
- Performance of a contract (responding to inquiries, providing services)
- Legitimate interests (site operation, security, analytics, marketing to business contacts)
- Consent (where required for cookies/marketing)
- Compliance with legal obligations
4) Cookies and Analytics
We use cookies to:
- Essential: enable site functionality and security
- Preferences: remember choices (e.g., language)
- Performance/Analytics: understand usage and improve the Site
You can manage cookies via your browser settings. If required in your jurisdiction, we provide a cookie banner to obtain consent and a Cookie Settings link to adjust preferences.
We may use analytics tools (e.g., Google Analytics) to evaluate usage patterns. These tools collect information set out in Section 2(B) and provide aggregate statistics. To opt out of Google Analytics, you can use Google’s browser add-on: https://tools.google.com/dlpage/gaoptout (availability may vary).
5) Sharing of Information
We may share personal information with:
- Service providers/Processors: website hosting, IT support, analytics, marketing platforms, CRM, email services — under contractual confidentiality and processing terms
- Professional advisors: legal, tax, compliance, or auditors
- Business transfers: in connection with a merger, acquisition, or asset sale (subject to appropriate safeguards)
- Legal and compliance: to comply with law, respond to lawful requests, enforce our rights, or protect users and the public
We do not sell personal information for monetary consideration. We do not share sensitive personal information for cross-context behavioral advertising.
6) Data Retention
We retain personal information only as long as necessary for the purposes described in this Policy, to comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary by data category and context (e.g., inquiries vs. service records).
7) Security
We implement reasonable administrative, technical, and physical safeguards to protect personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8) Your Rights & Choices
Marketing communications: You may unsubscribe using the link in any email or by contacting us at the address below.
Cookies: Use browser settings or the Site’s cookie controls (if available) to manage preferences.
EEA/UK/Swiss individuals (GDPR/UK GDPR): Subject to applicable law, you may have the right to request access, correction, deletion, restrict processing, object to processing, and data portability. Where processing is based on consent, you may withdraw consent at any time.
California residents (CCPA/CPRA): Subject to exceptions, you may have the right to know, access, correct, and delete personal information; limit the use/disclosure of sensitive personal information; and opt out of “sharing” for cross-context behavioral advertising (we currently do not share for this purpose). We do not sell personal information.
To exercise rights, please see Contact Us below. We may need to verify your identity before completing your request.
9) International Transfers
If you access the Site from outside the United States, your information may be transferred to, stored in, or processed in the U.S. and other countries with different data protection laws. Where required, we implement appropriate safeguards (e.g., Standard Contractual Clauses) for cross-border transfers.
10) Children’s Privacy
Our Site is not directed to children under 13 (or under 16 in certain jurisdictions), and we do not knowingly collect personal information from children. If you believe a child has provided us personal information, please contact us to request deletion.
11) Third-Party Links
The Site may contain links to third-party websites or services. We are not responsible for their privacy practices. Please review the privacy policies of any third-party sites you visit.
12) Changes to This Policy
We may update this Privacy Policy from time to time. The “Last Updated” date indicates when changes were made. Material changes will be posted on this page and, where appropriate, communicated by other means.
13) Contact Us
If you have questions or wish to exercise privacy rights, please contact:
Monomoy Advisors
2221 Washington St., Building One, Suite 102
Newton, MA 02462-1417, USA
Email: info@monomoyadvisors.com
If you are in the EEA/UK and wish to contact a data protection authority, you can find your local authority at: