Privacy Notice
1. Introduction
Dimension Capital Management LLC ("DCM", "we", "our", or "us") values your privacy. This Privacy Policy explains how we collect, use, protect, and share personal information in compliance with applicable laws, including the SEC’s Regulation S-P, FTC privacy rules, and state privacy regulations.
2. Information We Collect
We collect nonpublic personal information from: (a) account opening documents and investment advisory agreements; (b) transactions and interactions with DCM and its affiliates; and (c) third-party service providers (e.g., custodians, administrators). Examples include name, address, Social Security number, financial goals, investment objectives, account balances, and transaction history.
3. How We Use Your Information
We use personal information to: (a) provide investment advisory services; (b) maintain accounts and process transactions; and (c) comply with legal and regulatory obligations. If you proactively submit information to us through this website, we may record and use any personally identifiable information that you provide, such as your name, telephone number and e-mail address. This information may be used to fulfill your request or for internal business purposes. Currently, DCM does not provide any such information to affiliates or third parties.
4. Sharing of Information
We may use service providers to operate our website and employ other third parties to perform work on our behalf, such as hosting this website or operating our investor portal. These persons may have access to the personally identifiable information you submit through this website, but only for the purpose of performing their duties in connection with this website.
We do not sell your personal information. We may share information: (a) with affiliates and service providers as necessary to deliver services; (b) as required by law, regulation, or legal process; and (c) with your consent.
5. Safeguarding Information
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. DCM restricts access to nonpublic personal information about investors internally to those of our employees and affiliates who need to know the information to enable us to provide our services to investors. We will take appropriate technical and organizational measures to keep your information confidential and secure in accordance with our internal procedures covering the storage, access and disclosure of information. Information may be kept on our information technology systems, in the information technology systems of our third-party service providers, or in paper files.
6. Breach Notification
In the event of unauthorized access to sensitive customer information, DCM will notify affected individuals as soon as practicable, but no later than 30 days, consistent with amended Regulation S-P requirements and DCM’s WISP incident response procedures.
7. Identity Theft Prevention
DCM implements a Red Flags Program to detect and mitigate identity theft risks. See DCM Compliance Manual Identity Theft Prevention section and Attachment G (Examples of Red Flags).
8. Your Rights
Depending on applicable state laws, you may have rights to: (a) access and correct your personal information; (b) opt out of certain disclosures; and (c) request deletion of your data.
9. Contact Information
DCM Compliance Department
Email: Compliance@dimensioncapital.com
Phone: 305-371-2776