Privacy Policy

Brookline Asset Management, LLC (“BAM,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it through this Privacy Policy. This Policy outlines the types of information we may collect from you or that you may provide when you visit our website (the “Site”) and our practices for collecting, using, maintaining, protecting, and disclosing that information.

Please read this Policy carefully. By accessing or using our Site, you agree to the terms of this Privacy Policy. If you do not agree with our policies and practices, your choice is not to use our Site.

Information We Collect

We may collect two types of information from users of our Site: (1) Non-Personally Identifiable Information and (2) Personally Identifiable Information.

Non-Personally Identifiable Information:
We automatically collect technical information about your interactions with our Site, which may include your IP address, browser type, referring/exit pages, date/time stamps, and other usage data. This information helps us improve the functionality and performance of our Site.

Personally Identifiable Information:
We collect personally identifiable information only when you voluntarily provide it. Examples include:

• If you fill out a form on our Site, you may be asked to provide your name, email address, telephone number, postal address, and the nature of your inquiry.
• If you sign up for electronic marketing communications, we may collect your name, email address, and related contact details.
• If you are a client or investor logging into our Investor Portal, we may collect your login credentials for access verification. The Portal is operated by a third-party service provider, and your data submitted through the Portal is subject to that provider’s privacy policy. Once logged in, the Portal may store additional personal information, such as your name, business email address, phone number, mailing address, time zone, and investor status.
• If you sign up to use specific features on our Site, we may collect the necessary personal information to enable those features.

Each form may vary in the data it requests. Required fields are typically marked with an asterisk (*). Optional fields may collect additional information at your discretion.

How We Use Your Information

We may use your information to:

• Respond to your inquiries and provide customer support;
• Operate, maintain, and improve our Site;
• Communicate with you about our services, updates, or changes;
• Fulfill our legal and contractual obligations.

Cookies

Our Site uses cookies and similar tracking technologies to enhance user experience, analyze website traffic, and support essential functionality. Cookies may be used to track how users interact with our Site to improve performance and usability.

You can control or disable cookies through your browser settings. Note that disabling cookies may limit certain functionalities of our Site.

Data Sharing

We do not sell your personal information. We may share information with:

• Our affiliates and service providers who support our operations;
• Legal or regulatory authorities if required by law;
• Parties involved in a corporate transaction such as a merger, acquisition, or asset sale.
  
  

Data Security

We implement commercially reasonable safeguards to protect your personal information. However, no system can be completely secure. The transmission of information via the internet is at your own risk.

Data Retention

We retain your personal information as long as necessary to fulfill the purposes described in this Policy or as required by applicable law, including statute of limitations periods.

Age Limitation

Our Site is not intended for individuals under 18 years of age. We do not knowingly collect personal data from minors. If we become aware that we have received such data, we will delete it.

External Links

Our Site may include links to third-party websites. We are not responsible for the privacy practices of those external sites. Users are encouraged to review the privacy statements of all third-party websites they visit.

Use of Materials and Disclaimers

The materials made available on this Site — including case studies, investment summaries, and other informational content — are the property of Brookline Asset Management, LLC and are provided for general informational purposes only. All such materials are protected by applicable copyright, trademark, and other intellectual property laws.

You may view or download content from this Site for personal, non-commercial use only. You may not copy, reproduce, distribute, modify, create derivative works from, publicly display, or otherwise use any content without our prior written consent. Unauthorized use of our materials is strictly prohibited and may violate applicable law.

Nothing contained on this Site constitutes investment, legal, or tax advice, or an offer to sell or a solicitation to buy any securities. Some materials may contain forward-looking statements that are inherently uncertain and subject to change. Brookline makes no representations or warranties regarding the accuracy or completeness of the information provided, and we disclaim liability for decisions made based on such materials.

Changes to this Policy

We may revise this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. Continued use of the Site after such changes signifies your acceptance of the revised policy.

Contact Us

If you have any questions about this Privacy Policy, please contact us through the Contact section of our Site or at:

Address: 120 E. Washington Street, Suite 201
Syracuse, NY  13202-4008

Phone:  315-870-2243