Privacy Policy

Holding Advisory LLC ("Holding Advisory," "we," "us") respects your privacy. This policy explains what information we collect through this website, how we use and protect it, and the rights you have. Our engagements are confidential by default; this policy concerns information handled through the public site.

1. Information we collect

We collect the information you choose to provide through our contact form — your name, email address, and, optionally, your company, title, the nature of your inquiry, transaction or revenue size, and the details of your message. We also collect limited technical data automatically (for example, IP address, browser type, and pages visited) through standard web analytics and security tooling.

2. How we use it

We use the information you submit solely to respond to your inquiry and to manage a potential or existing engagement. Technical data is used to operate, secure, and improve the site. We do not sell your information, and we do not share it with third parties except the service providers described below who process it on our behalf.

3. Service providers

We rely on a small number of reputable processors to operate the site and communicate with you, which may include: a hosting and content-delivery provider, a web-analytics provider, a professional-network insight tag, a form-processing provider, and an email-delivery provider. Each processes data only as needed to provide its service and under terms consistent with this policy.

4. Cookies

The site uses strictly necessary cookies for security and load balancing, and may use analytics cookies to understand site usage. You can control cookies through your browser settings; disabling some cookies may affect site functionality.

5. Data retention

We retain inquiry information for as long as needed to respond and, where relevant, for the duration of an engagement and a reasonable period afterward (typically up to 24 months for unconverted inquiries), unless a longer period is required by law. Analytics and security logs are retained for shorter, provider-defined periods.

6. Your rights

Depending on your location, you may have rights under the EU/UK General Data Protection Regulation (GDPR) and the California Consumer Privacy Act as amended by the CPRA, including the rights to access, correct, delete, or port your personal information, to object to or restrict certain processing, and to withdraw consent. We do not sell or "share" personal information as those terms are defined under California law. To exercise any right, contact us using the details below.

7. Security

We use industry-standard safeguards, including encryption in transit (TLS) and access controls, to protect information. No method of transmission or storage is perfectly secure, but we work to protect your information and to limit access to those who need it.

8. Children

This site is directed to business professionals and is not intended for individuals under 18. We do not knowingly collect information from children.

9. Changes

We may update this policy from time to time. Material changes will be reflected by an updated "last updated" date above.

10. Contact

For privacy questions or to exercise your rights, contact Holding Advisory LLC at info@holdingadvisory.com.

Holding Advisory LLC is not a registered broker-dealer, investment adviser, or law firm. Nothing on this site constitutes legal, tax, investment, or accounting advice.