Last updated: August 29, 2025
Information We Collect
5D Partners LLC ("we," "our," or "us") collects information you provide directly to us when you engage with our investment banking services, request consultations, subscribe to our insights, or communicate with our team. We treat all information with the highest level of confidentiality in accordance with financial industry standards.
Personal Information
- Contact information (name, email address, phone number, business address)
- Professional information (company, title, industry sector, investment interests)
- Financial information relevant to our advisory services and due diligence
- Communications and correspondence with our advisory team
- Transaction-related documentation and supporting materials
Nonpublic Personal Information
As a registered broker-dealer, we may collect nonpublic personal information about you from:
- Information you provide on applications and other forms
- Information about your transactions with us or others
- Information we receive from third parties in connection with our services
How We Use Your Information
We use collected information to deliver world-class investment banking services, evaluate service requests, authenticate transactions, and provide strategic financial advice.
Primary Uses
- Evaluating and processing requests for investment banking services
- Authenticating transactions and conducting due diligence
- Servicing your financial and strategic advisory needs
- Informing you about potential investment opportunities and services
- Providing market insights and research updates
- Evaluating candidates for employment opportunities
- Complying with legal, regulatory, and industry requirements
SMS Communications
By providing your mobile phone number and checking the SMS consent box, you agree to receive SMS communications from 5D Partners. Message and data rates may apply. You may opt out at any time by replying STOP.
Information Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as described in this policy.
Limited Sharing
- With service providers who assist in our operations
- When required by law or regulatory authorities
- To protect our rights and the security of our services
- In connection with business transactions (with prior notice)
Information Sharing
We may share your information only as necessary to complete client transactions, support our business operations, and comply with legal requirements. We do not sell personal information to third parties.
Permitted Disclosures
- To complete transactions you have authorized
- To support business operations and service delivery
- To comply with legal and regulatory requirements
- To professional service providers under confidentiality agreements
- With your explicit consent for specific purposes
Data Security
We implement comprehensive security measures including staff access controls, technological safeguards, and procedural protections to secure your personal and financial information.
Security Measures Include
- Restricted access to personal information on a need-to-know basis
- Advanced encryption and cybersecurity technologies
- Regular security assessments and updates
- Employee training on confidentiality and data protection
- Secure document management and retention policies
Your Rights
You have certain rights regarding your personal information, including the right to access, update, or delete your information.
Contact Us
For questions about this Privacy Policy or to exercise your rights, contact us at:
Email: privacy@5D.Partners
Phone: +1 (212) 852-0295
Address: 535 Fifth Avenue, 4th Floor, New York, NY 10017