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Privacy Policy

At Meridian Point Capital, we value the trust you place in us and are dedicated to protecting your personal information. This Privacy Policy explains how we collect, process, use, share, and secure the personal data you provide. It also outlines your rights regarding access, correction, and use of your personal data.

Personal Data

This policy applies to personal data that Meridian Point Capital collects, processes, and handles. For the purposes of this policy, "personal data" refers to information that:

Is related to a specific individual; andCan be linked directly or indirectly to that individual.

Typically, Meridian Point Capital collects and processes personal data from the following sources:

Employees and independent contractors in the context of their employment or contractor relationship.

Clients seeking advisory services or engaging in private placement securities transactions.

Customers and issuers involved in securities transactions, as necessary to facilitate transactions and comply with regulatory requirements.

Privacy Principles and Notice

We are committed to transparency in how we collect, use, and share your personal data.

Notice and Consent:

Meridian Point Capital informs individuals about the data we collect, how it will be used, and how they can contact us with any privacy-related concerns. Personal data is collected and processed either with explicit, informed consent or in compliance with legal obligations, including those imposed by FINRA and the SEC.This notice is provided through our Privacy Policy, engagement letters, data collection forms, and direct communications.

Consent for Collection and Use: In some cases, your consent may be required for us to collect, use, or disclose certain personal data, especially sensitive information. Consent is obtained via engagement letters, customer identification forms, subscription agreements, and similar documents.

Data Disclosures and Transfers

Meridian Point Capital does not disclose personal data to third parties unless one or more of the following applies:

Permission: We have obtained the individual’s consent for the disclosure.Regulatory or Legal Requirements: Disclosure is required by law, such as a request from regulatory authorities or in response to law enforcement or national security obligations.

Business Transactions: Disclosure may be required in the event of a sale or other disposition of the business.

Public Availability: The information is already publicly available.

Service Providers: We may disclose data to entities providing services on our behalf, provided they are subject to privacy protections that are adequate or have agreed to provide similar protection.

Meridian Point Capital may also transfer personal data across jurisdictions where privacy laws vary. In some cases, these laws may offer less protection than those in the individual’s jurisdiction.

Data Security, Integrity, and Access

Meridian Point Capital employs various physical, electronic, and administrative measures to protect personal data from unauthorized access, loss, misuse, or disclosure. Personal data transmitted via the internet is encrypted to safeguard its integrity. However, we cannot guarantee complete security of data transmitted online.

We process personal data solely for the specific purposes for which it was collected and take reasonable steps to ensure the data is accurate, complete, and up-to-date.

You have the right to access the personal data we hold about you. If any of the information is inaccurate or incomplete, you may contact us to request corrections or deletions. We may require additional identifying information to verify your request.

While we are committed to responding to all requests in accordance with applicable data protection laws, we may retain certain data to comply with legal or regulatory obligations.

Data Rights

Under applicable data protection laws, you have several rights regarding your personal data:

Consent: You have the right to consent to the collection and processing of your personal data.

Access and Correction: You can request access to and correction of your personal data if it is inaccurate or incomplete.

Erasure: You may request that we erase your personal data, subject to certain legal exceptions.

Restriction and Objection: You have the right to restrict or object to the processing of your data under certain conditions.

Withdrawal of Consent: If we rely on your consent to process your data, you can withdraw that consent at any time, though this will not affect the lawfulness of processing carried out before the withdrawal.

To exercise these rights, please contact us at

[email protected]

Accountability and Enforcement

If you believe that Meridian Point Capital has violated your privacy rights, you may file a complaint with us. We will take appropriate steps to resolve any issues and ensure future compliance. Personnel who fail to adhere to our privacy policies may face disciplinary action.

Amendments to the Policy

Meridian Point Capital may amend this Privacy Policy periodically. Any updates will be posted on this website, and the new policy will apply to any personal data previously collected, unless it infringes upon the rights of individuals.