What does HAV Capital, LLC do with your personal information?

As per federal law, HAV Capital, LLC is required to share how we collect, share, and protect your personal information. As a consumer, you have rights to limit some, but not all, sharing. Please read this notice to carefully understand what we do.

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 Income
  • Assets and Account Balances
  • Investment Experience and Transaction History

Reasons we share or are allowed to share personal information.

For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus—we may need to share our client’s personal information. As a client, you cannot limit this type of information sharing.

Other types of information sharing might be internal and/or joint marketing with other financial companies, everyday business purposes with affiliates and non-affiliates. While these options are available, HAV Capital, LLC does not share any of your personal information with 3rd-parties or in a manner in which to market products or services to you.

To limit our sharing of your personal information please call (858) 750-3673

Please note: If you are a new customer, we can begin sharing your information 30-days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Thank you,

Horacio A. Valeiras, CFA
HAV Capital, LLC