Privacy Policy

Green Zone Capital Management, LLC collects information necessary to evaluate prospective client suitability, manage client relationships, deliver investment management services, and comply with applicable regulatory requirements.

The categories of information we may collect include: contact information (name, email, phone, address); financial information (net worth, investable assets, accredited investor status); investment objectives and risk tolerance; identity verification information required under anti-money-laundering and know-your-customer regulations; and account activity information generated through your custody relationship with Interactive Brokers, LLC.

We collect information directly from you through inquiry forms, due diligence questionnaires, onboarding documentation, and ongoing client communication. We may also receive information from third-party service providers, including our custodian, in the ordinary course of managing client accounts.

We use the information we collect to evaluate prospective client suitability, establish and administer separately managed accounts, execute the investment management services contemplated by the Investment Management Agreement, deliver performance reporting and client communications, and comply with legal, regulatory, and contractual obligations.

We do not use client information for marketing to third parties. We do not sell client information under any circumstances. Information collected during the inquiry process for prospective clients who do not become clients is retained only as long as necessary to respond to the inquiry and is not used for unsolicited follow-up beyond reasonable response timelines.

Green Zone Capital Management does not sell, rent, or trade client information. We share client information only as necessary to deliver investment management services, comply with legal obligations, or operate the firm.

Information may be shared with: Interactive Brokers, LLC, as the custodian of client accounts; service providers under confidentiality obligations (including legal counsel, accounting professionals, and technology providers); and regulatory authorities or law enforcement where required by law, subpoena, or legal process.

All third-party service providers with access to client information are subject to contractual confidentiality requirements consistent with this policy.

Green Zone Capital Management maintains administrative, technical, and physical safeguards designed to protect client information against unauthorized access, alteration, disclosure, or destruction. These safeguards include access controls, encryption of sensitive data in transit and at rest where applicable, secure document storage, and ongoing review of information security practices.

Custody of client securities and cash is maintained at Interactive Brokers, LLC under their institutional security infrastructure. GZC does not store client account credentials, payment information, or wire transfer authorization details on its own systems.

No system can guarantee absolute security. Clients are encouraged to maintain strong account credentials at IBKR and to notify us promptly of any suspected unauthorized access.

For questions about this Privacy Policy or about how Green Zone Capital Management handles your information, contact us at info@greenzonecapital.com.

Green Zone Capital Management, LLC 3350 Riverwood Pkwy, Suite 1900 Atlanta, GA 30339

This Privacy Policy summarizes Green Zone Capital Management's general information practices and is provided for transparency. The controlling privacy and information-handling provisions for active client relationships are set forth in the executed Investment Management Agreement and Privacy Policy delivered at onboarding.