Last updated: September 8, 2026

 

Rising Phoenix Capital Ventures, LLC and its affiliated companies ("Rising Phoenix," "we," "us," "our") respect your privacy. This policy explains what we collect, how we use it, and the choices you have. It applies to www.rising-phoenix.com and to every landing page, subdomain, and campaign page we operate.

 

Rising Phoenix sponsors investment programs across several asset classes. Rising Phoenix Capital Ventures, LLC serves as general partner or manager of certain of those programs; other Rising Phoenix affiliates serve in those roles for others, as identified in each program's own offering documents. Having been named once, the short form "Rising Phoenix" is used throughout.

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Making a request

The fastest way to reach us about your information is the request form at rising-phoenix.com/contact. Choose a Request Type and we will route it to the right team and log the date we received it. The form handles:

 

• General inquiry — anything not listed below

• Do not call / remove my number — puts your number on our internal do-not-call list, described in Section 8

• Do not sell or share my personal information — opts you out of cross-context behavioral advertising and targeted advertising, described in Section 5

• Access the information you have about me — the categories and specific pieces of personal information we hold, described in Section 9

• Correct my information

• Delete my information

• Appeal a previous decision — if we declined an earlier request, this is how you ask us to reconsider, described in Section 9

 

We ask for your state of residence because the rights available to you depend on where you live. You may also email support@rising-phoenix.com, call 469.658.0211, or write to the address in Section 14. Before we act on a request about specific personal information we will verify your identity, and we may need to ask you for additional information to do that.

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1. Notice at collection

We collect the categories of personal information described in Section 2 when you use this website, submit a form, schedule a call, or invest with us. We use it for the purposes in Section 3, share it with the categories of recipients in Section 6, and retain it for the periods in Section 11. We do not sell personal information for money. We do share personal information for cross-context behavioral advertising, and you may opt out at any time — see Section 5.

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2. Information we collect

Information you give us

 

• Identifiers: name, postal address, email address, telephone number

• Professional information: employer, title, investor experience

• Financial information: investment amount, accreditation status, source of funds, custodian and account information, and banking details necessary to process subscriptions and distributions

• Retirement account information: where you ask us about using a self-directed IRA or a retirement plan rollover, the plan or account type, custodian, and balance information you choose to share

• Verification information: documentation supporting accredited investor status, and identity verification information collected to meet anti-money-laundering and know-your-customer obligations

• Communications: messages, call recordings where disclosed and permitted, meeting notes, and scheduling information

 

Information from investment professionals

 

If you contact us as an investment adviser, wealth manager, family office, broker-dealer, consultant, or other financial intermediary, we may collect your name and business contact information, your firm name and your role, your firm's custodian or custodians, assets under management or advisement, and the contents of your diligence questions and correspondence. If you later introduce a client to an offering, we may receive information about that client from you or from the client directly, and we handle it as described in this policy.

 

We do not contact your clients on our own initiative. Where you act as an intermediary, we do not add your clients to our marketing lists and do not solicit them independently based on information you give us. We communicate with a client you introduce in connection with that client's own inquiry, subscription, or investment, and, where you ask us to, with you included.

 

Information collected automatically

 

• Internet and device activity: IP address, device type, browser type, operating system, pages viewed, time on page, referring and exit URLs

• Approximate location derived from IP address

• Information from cookies, pixels, and similar technologies

 

Information from other sources

 

• Service providers who verify identity or accredited status

• Custodians and administrators involved in your investment

• Advertising and analytics partners

• Referral partners and platforms that link to us, such as self-directed IRA custodians, exchange companies, and investor directories

• Investment advisers and other intermediaries who introduce a client to an offering

• Publicly available sources

 

Sensitive personal information. To process an investment we may collect a Social Security number or taxpayer identification number, government identification, and financial account information. We collect and use sensitive personal information only to perform the services requested, to meet legal and regulatory obligations, and for related purposes permitted by law. We do not use or disclose sensitive personal information to infer characteristics about you.

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3. How we use information

• To respond to inquiries and to schedule and conduct calls and appointments

• To send materials you request, such as investor presentations, guides, and offering information

• To evaluate, process, and administer investments, including verifying accredited investor status

• To respond to due diligence requests from investment professionals and their firms

• To make distributions and provide tax reporting, including Schedule K-1

• To meet legal, regulatory, recordkeeping, and anti-money-laundering obligations

• To operate, secure, analyze, and improve the website

• To communicate about offerings, portfolio updates, and events

• To measure and improve advertising

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4. Cookies and tracking

We use session and persistent cookies, pixels, and similar technologies for authentication, site functionality, analytics, and advertising measurement. Most browsers let you refuse or delete cookies; some features may not work correctly if you do.

 

Opt-out preference signals. We honor the Global Privacy Control (GPC) and treat it as a valid request to opt out of the sale or sharing of personal information from the browser that transmits it. We do not currently respond to legacy "Do Not Track" browser headers, which have no agreed standard.

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5. Advertising, and what "sharing" means

We use advertising and analytics services including Google Analytics, Google Ads, and Meta (Facebook and Instagram). These services set cookies and receive information about your interaction with our website through tags on our pages.

 

Matched audiences. We may also provide advertising platforms with hashed identifiers, such as a hashed email address, so that we can reach people who are already in our contacts, exclude them from campaigns, or build audiences of people with similar characteristics. Hashing obscures the identifier but does not make it anonymous. Platforms are contractually limited in how they may use these lists.

 

Under California law, disclosing personal information to an advertising partner for cross-context behavioral advertising is treated as "sharing," and several other state laws treat it as "targeted advertising," even when no money changes hands.

 

We do not sell personal information for money. We do share personal information for cross-context behavioral advertising as described above. You may opt out at any time by choosing "Do not sell or share my personal information" on the request form at rising-phoenix.com/contact, by using the "Do Not Sell or Share My Personal Information" link in our website footer, by transmitting a GPC signal, or by emailing support@rising-phoenix.com. We do not sell or share the personal information of anyone we know to be under 16 years of age.

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6. Who we share information with

• Service providers performing services for us: hosting, analytics, advertising, email and text messaging, voice and voicemail delivery, scheduling, customer relationship management, electronic signature, investor portal and fund administration, identity and accreditation verification, third-party due diligence review, and payment processing

• Affiliates within the Rising Phoenix group, for the purposes described in this policy

• Professional advisors: attorneys, accountants, auditors

• Custodians and administrators connected to your investment, including self-directed IRA custodians you direct us to work with

• Your own investment adviser or other representative, where you have authorized us to work with them

• Broker-dealers and their registered representatives, where an offering is distributed through them

• Regulators and law enforcement, where required by law, subpoena, or legal process, or to protect our rights, safety, or property

• Counterparties in a corporate transaction, such as a merger, financing, or sale of assets

 

We do not authorize service providers to use personal information for their own purposes.

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7. Your consent to be contacted

How you give consent. You give us permission to contact you when you take any action that provides us your contact information. That includes:

 

• Submitting any form on this website or on any landing page or campaign page we operate

• Booking a call, meeting, or appointment through our scheduling pages

• Requesting an investor presentation, offering materials, or a due diligence package

• Downloading a guide, checklist, or other resource

• Registering for a webinar, event, or online presentation

• Subscribing to a newsletter or investor updates

• Starting a chat or sending us a message

• Submitting a lead form on a platform where we advertise, such as Meta, Google, or LinkedIn

• Reaching us through a referral partner's website or listing

 

What you are agreeing to. By doing any of those things, you agree that Rising Phoenix, its affiliates, and service providers acting on our behalf may contact you at the email address and telephone number you provide — by email, telephone call, text message, and voicemail — about your inquiry, our investment offerings, appointment scheduling and reminders, materials you requested, and related information. You agree that we may contact you at the telephone number you provide even if that number appears on a federal or state do-not-call registry, because you have asked us to contact you.

 

Automated, prerecorded, and AI-assisted communications. You agree that these communications may be sent, placed, delivered, drafted, or answered using automated systems and artificial intelligence tools. This includes automatic telephone dialing systems; automated and scheduled text messaging; AI chat assistants and messaging bots that answer questions and help schedule a call; automated email sequences; prerecorded and artificial voice messages, including AI-generated voice messages and voicemail messages delivered to your voicemail box without ringing your phone; and AI tools that help our team prepare and organize communications.

 

An AI assistant does not provide investment advice or recommendations. Any discussion of an offering's terms happens with our team and is governed by that offering's documents.

 

Every prerecorded or AI voice message we send will identify Rising Phoenix at the beginning of the message, give a telephone number you can call to reach us, and give you an automated way to tell us to stop. We do not send these messages before 8:00am or after 9:00pm in your time zone.

 

Consent is not a condition of investing. You may invest without agreeing to receive marketing calls, text messages, or voicemail messages, and you may withdraw consent at any time as described in Section 8. Withdrawing consent does not affect communications required to service an existing investment.

 

Text messages. Message frequency varies. Message and data rates may apply. Reply HELP for help and STOP to stop. Carriers are not liable for delayed or undelivered messages. Telephone numbers collected for text messaging, and your consent to receive text messages, are never shared or sold to any third party for that third party's own marketing purposes.

 

Call recording. Calls with Rising Phoenix may be recorded or transcribed for quality, training, recordkeeping, and compliance purposes where permitted by law. Where the law of your state requires the consent of all parties, you will be notified at the start of the call and may decline recording. Recordings and transcripts may be processed by third-party tools, including AI-assisted summarization tools, under contract with us.

 

Email. You may unsubscribe from marketing email at any time using the unsubscribe link in any marketing message, or by submitting a request at rising-phoenix.com/contact. We will still send transactional and account communications required to service an existing investment.

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8. Stopping contact, and your do-not-call rights

We do not call, text, or send voicemail messages before 8:00am or after 9:00pm in your own time zone, and we observe any stricter limit your state imposes.

 

How to stop contact. Tell any representative "do not call me again," "remove my number," "stop all calls," or "put me on your do not call list," reply STOP, END, QUIT, UNSUBSCRIBE, or CANCEL to any text, or use the opt-out option offered in any recorded message. You may also choose "Do not call / remove my number" on the request form at rising-phoenix.com/contact, email support@rising-phoenix.com, or write to the address in Section 14, marked Attention: Do Not Call. You may revoke consent by any reasonable method, you do not need to give a reason, and we will confirm the request.

 

What happens next. Your number goes on our internal do-not-call list. We implement the request as quickly as practicable and in every case within ten days. We retain the record for a minimum of five years. Once your number is on that list, neither Rising Phoenix nor any third party we contract with will contact you for sales purposes.

 

One exception, and it is narrow. If you hold an account, an investment, or a property interest with us, we may still contact you to service that relationship. That is account servicing, not solicitation, and it stops when the relationship ends or when you tell us to stop.

 

You may also register with the National Do Not Call Registry at donotcall.gov. Rising Phoenix maintains a written do-not-call policy; to request a copy, email support@rising-phoenix.com.

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9. Your privacy rights

Depending on your state of residence, you may have the right to:

 

• Know and access the categories and specific pieces of personal information we have collected, the sources, the purposes, and the categories of recipients

• Correct inaccurate personal information

• Delete personal information, subject to exceptions

• Obtain a portable copy of personal information you provided

• Opt out of the sale or sharing of personal information, of targeted advertising, and of profiling that produces legal or similarly significant effects

• Limit the use and disclosure of sensitive personal information

• Be free from discrimination for exercising any of these rights

 

How to exercise them. Use the request form at rising-phoenix.com/contact and choose the Request Type that matches what you want — access, correction, deletion, do not sell or share, or do not call. You may also email support@rising-phoenix.com or use the contact information in Section 14. We will verify your identity before acting on a request, and we respond within the time the law of your state allows.

 

If we say no, you can appeal. Choose "Appeal a previous decision" on the same form. We will review the decision again and respond within the period required by law. If we deny the appeal, we will tell you how to submit a complaint to your state attorney general.

 

California. California residents have the rights above under the CCPA as amended by the CPRA, and may designate an authorized agent to submit requests. Agents must provide proof of authorization, and we may require you to verify your own identity directly. We respond within 45 days, extendable by a further 45 days where reasonably necessary.

 

California "Shine the Light." California Civil Code § 1798.83 permits California residents to request, once per year and free of charge, information about the personal information we disclosed to third parties for those third parties' own direct marketing purposes during the prior calendar year. Rising Phoenix does not disclose personal information to third parties for their own direct marketing purposes. To make a request, email support@rising-phoenix.com with "Shine the Light Request" in the subject line.

 

Texas. Texas residents have the rights above under the Texas Data Privacy and Security Act, and we recognize universal opt-out mechanisms, including the Global Privacy Control, as a valid opt-out of targeted advertising. If we decline to act on your request, you may appeal using the "Appeal a previous decision" option on our request form. We will respond to an appeal within the period required by law, and if we deny the appeal we will tell you how to submit a complaint to the Texas Attorney General.

 

Other states. Residents of states with comprehensive privacy laws may have similar rights and may submit requests through the same form and contact methods.

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10. Financial privacy

Nonpublic personal financial information collected in connection with an investment is handled in accordance with applicable federal financial privacy law and the privacy notice provided to investors with their offering documents. Where that notice and this policy differ with respect to investment information, the investor privacy notice controls.

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11. Retention

We retain personal information for as long as necessary for the purposes described in this policy, and longer where required by law — including recordkeeping obligations that apply to securities offerings, tax records, and anti-money-laundering rules. Records relating to an investment are generally retained for the life of the investment and for the statutory period after it ends. Consent records and do-not-call records are retained for a minimum of five years.

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12. Security

We use commercially reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security. Do not send account numbers, government identification numbers, or funding instructions by unsecured email.

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13. Children

This website is not directed to children under 13, and we do not knowingly collect personal information from them. If you believe a child has provided us personal information, email support@rising-phoenix.com and we will delete it.

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14. Changes and contact

We may update this policy from time to time. Material changes will be reflected in the "Last updated" date above and, where required, communicated to you directly.

 

To make a privacy request, use the form at rising-phoenix.com/contact. To reach us any other way:

 

Rising Phoenix Capital Ventures, LLC

 

3824 Cedar Springs Rd #801-1932

 

Dallas, Texas 75219-4136

 

support@rising-phoenix.com · 469.658.0211