This is the privacy notice that applies to the current, former and prospective investors (“Investors”) of Genstar Capital LLC and its affiliates (collectively, “Genstar,” “we,” “us,” or “our”). This Genstar Capital Investor Privacy Notice (“Notice”) sets out how we collect and maintain certain information about you and our other investors, including non-public information that may be governed by the Gramm-Leach-Bliley Act. Please note that this Notice may change from time to time and you should review it periodically.If you are a resident of the European Union or the United Kingdom, please review our GDPR Supplemental Investor Privacy Policy.  If you are a resident of California, please review our Privacy Notice Supplement for California Residents.

Genstar Privacy Notice

At Genstar, we respect the privacy of our investors, and this Notice governs how we collect, process and use your personal information (data that identifies or could be used to identify an individual person and is in the possession of, or is likely to come into the possession of, Genstar or our representatives or service providers).

What does Genstar do with your personal information?


Financial companies, including Genstar, choose how they share your non-public information and personal information (together, “personal information”). Federal law gives consumers the right to limit some but not all sharing of such information, and requires us to tell you how we collect, share, and protect such information.


The types of personal information we collect and share depend on the product or service we provide to you. This information can include:

  • Information you provide to us in subscription materials and other forms, such as your Social Security number and financial assets;
  • Details of your transactions with our funds and affiliates; and
  • Investment experience and wire transfer instructions.


All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ non-public and personal information; the reasons Genstar chooses to share such information; and whether you can limit this sharing.

Reasons we can share your personal information Does Genstar share? Can you limit this sharing?
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
Yes No
For our marketing purposes –
to offer our products and services to you
Yes No
For joint marketing with other financial companies No We don’t share
For our affiliates’ everyday business purposes –
information about your transactions and experiences
Yes No
For our affiliates’ everyday business purposes –
information about your creditworthiness
No We don’t share
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you No We don’t share

To limit our sharing:

• Call 888-910-0557
• Email
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 may continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.


Call 888-910-0557

Who we are

Who is providing this notice?

Genstar, a private equity firm that is an investment manager registered with the U.S. Securities & Exchange Commission

What we do

How does Genstar protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include access controls, computer safeguards and secured files and buildings.

How does Genstar collect my personal information?

We collect your personal information, for example:

  • When you provide us personal information in subscription materials or through other forms; and
  • When you tell us where to send money or make a wire transfer.

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

In the U.S., federal law gives you the right to limit only:

  • sharing for affiliates’ everyday business purposes – information about your creditworthiness;
  • affiliates from using your information to market to you; and
  • sharing for nonaffiliates to market to you.

State laws may give you additional rights to limit sharing.

What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account – unless you tell us otherwise.



Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • For purposes of this Notice, our affiliates include companies with a name that includes “Genstar.”


Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Genstar does not share personal information with nonaffiliates for their own marketing purposes.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Genstar does not engage in joint marketing.
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