Privacy Policy

Effective Date: August 28, 2026

Santangel’s Review, LLC (“Santangel’s,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect information in connection with our websites, communications, events, including Santangel’s Roundtable, and other services.

1. Information We Collect

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

• Contact and professional information, such as your name, company, title, email address, telephone number, and mailing address.
• Event registration information, such as your organization type, assets under management, dietary restrictions, firm description, attendance preferences, and other information you provide in connection with an event.
• Investor qualification information, including representations or information concerning Accredited Investor, Qualified Purchaser, or other eligibility status where relevant to participation in an event.
• Communications and preferences, including correspondence with us, mailing-list subscriptions, manager recommendations, survey responses, and other information you choose to provide.
• Website usage information, such as your IP address, browser and device information, pages visited, and similar technical information that may be collected automatically through cookies or similar technologies.

2. How We Use Information

We may use information we collect to:

• operate, maintain, and improve our website, events, and other services;
• process and evaluate event registrations;
• determine eligibility to participate in particular events;
• organize meetings, schedules, seating, meals, and other event logistics;
• communicate with you regarding events, registrations, meetings, and other Santangel’s activities;
• send newsletters, event invitations, and other communications you have requested or that we believe may be relevant to you, subject to applicable law and your ability to unsubscribe;
• understand our audience and improve our events, website, and communications;
• protect the security and integrity of our systems and services;
• comply with applicable legal and regulatory requirements; and
• establish, exercise, or defend legal rights.

3. How We Disclose Information

We do not sell personal information for monetary consideration.

We may disclose information in the following circumstances:

Event participants. Certain information you submit in connection with an event may be shared with other event participants when that sharing is part of the event process or has otherwise been disclosed to you. For example, a firm description submitted through an allocator registration form may be provided to managers with whom the allocator is scheduled to meet.

At your direction or with your permission. We may share contact information or other information with managers, allocators, or other parties when you authorize us to do so.

Service providers. We may provide information to companies that perform services for us, such as website hosting, form processing, email distribution, event registration, scheduling, data storage, analytics, payment processing, venues, caterers, and other event-related services. These providers receive information only as reasonably necessary to perform services for us.

Legal and compliance purposes. We may disclose information when we reasonably believe disclosure is required by law, regulation, legal process, or governmental request, or is appropriate to protect the rights, property, security, or interests of Santangel’s or others.

Business transactions. Information may be transferred in connection with a merger, reorganization, financing, sale of assets, or similar business transaction involving Santangel’s.

4. Dietary and Other Event Information

If you provide dietary restrictions or other accommodation information in connection with an event, we may use and disclose that information as reasonably necessary to accommodate your request, including to an event venue, caterer, or other service provider.

5. Cookies and Analytics

Our website may use cookies and similar technologies to operate the site, understand how visitors use it, and improve its functionality.

You may be able to control cookies through your browser settings or through any cookie-management tools made available on our website.

6. Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including to operate our business, maintain appropriate business and event records, comply with legal obligations, resolve disputes, and enforce agreements.

7. Data Security

We maintain administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. No method of transmission or storage is completely secure, however, and we cannot guarantee the absolute security of information.

8. Your Choices

You may unsubscribe from marketing emails by using the unsubscribe link included in those communications.

You may also contact us to request that we update or correct your contact information or to make another request concerning your personal information. Depending on where you reside and applicable law, you may have additional rights concerning your personal information.

9. Third-Party Websites

Our website and communications may contain links to third-party websites or services. We are not responsible for the privacy practices, security, or content of those third parties.

10. Children

Our website, events, and services are intended for adults and are not directed to children under 18. We do not knowingly solicit personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The revised policy will be posted on this page with an updated effective date.

12. Contact Us

Questions or requests concerning this Privacy Policy may be directed to:

Santangel’s Review, LLC

PO Box 610162

63 Lincoln St

Newton Highlands, MA 02461 US

Email: info@santangels.com

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