Legal
Privacy policy.
This policy explains what happens to the information you share through the forms on this site.
What we collect
When you submit one of the forms on this site, we collect the information you enter — typically your first name, last name, email address, phone number, and details about your inquiry such as a capital range, risk preference, company information, or notes.
Why we collect it
We use this information for one purpose: to contact you about the inquiry you submitted and to follow up when something relevant comes up. We do not sell, rent, or trade your information to third parties.
How it is stored
Submissions are stored in a private, access-controlled database. Only Ricky J. Caruso and authorized team members can view them.
How long we keep it
We keep submissions for as long as needed to respond to your inquiry and maintain our records. You can ask us to delete your information at any time.
Your choices
You may request a copy of the information we hold about you, ask for corrections, or ask us to delete it. Reach out through any of the forms on this site and we will handle it.
Not an offer
Nothing on this site — including the investing and private equity pages — is an offer to sell or a solicitation to buy any security. Submitting a form only expresses interest and does not create any agreement between us.