September 23, 2017   
Lebenthal Lisanti Individual Privacy Policy

FACTS What does Lebenthal Lisanti Capital Growth, LLC do with your personal information?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and investment experience
  • Account balances and transaction history
  • Account transactions and assets
How? All financial companies need to share customer's personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer's personal information; the reasons Lebenthal Lisanti Capital Growth, LLC chooses to share; and whether you can limit this sharing.


REASONS WE CAN SHARE WE SHARE YOU CAN LIMIT
For our everyday business purposes - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or to report to credit bureaus Yes No
For our marketing purposes - to offer our products and services to you No We don't share
For joint marketing with other financial companies No We don't share
For our affiliates' everyday business purposes - information about your transactions and experiences No We don't share
For our affiliates' everyday business purposes - information about your creditworthiness No We don't share
For our affiliates to market to you No We don't share
For nonaffiliates to market to you No We don't share

Questions? Call 212-792-6991 or email at

What we do
How does Lebenthal Lisanti Capital Growth, LLC protect my personal 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.
How does Lebenthal Lisanti Capital Growth, LLC collect my personal information?

We collect your personal information, for example, when you

  • Give us your contact information or give us your account information
  • Enter into an investment advisory contract or tell us about your investment or retirement portfolio
  • Seek advice about your investments

We also collect your personal information from other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates' everyday business purposes - information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonafiliates to market to you


Definitions
Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Lebenthal Lisanti Capital Growth, LLC has no affiliates.
Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Lebenthal Lisanti Capital Growth, LLC does not share with nonaffiliates so that they can market to you.
Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Lebenthal Lisanti Capital Growth, LLC doesn't jointly market.

 


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