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Privacy policy


Introduction

At USQ, we know you care about how your personal information is used and shared, and we take your privacy seriously. We believe it is important for you to understand when, how, and why we collect personal information as you use our websites, utilize our products and services, contact us, attend our events, or interact with us in any manner.

This Privacy Policy outlines the scope of our relationship with you and your personal information, and details your rights to control how we use your data. We recognize that one of our fundamental responsibilities is to protect the privacy of the information provided by you, and we endeavor to always be good stewards of your data.

Contents

  1. Who is USQ?
  2. What information does USQ collect and what are the legal bases for such collection?
  3. How do we share and disclose information?
  4. What happens if you don’t give us your data?
  5. How can you opt out or unsubscribe from USQ marketing emails?
  6. Where is your personal information stored?
  7. How long does USQ retain personal information?
  8. Who can access your personal information?
  9. How does USQ use cookies?
  10. Does USQ's Privacy Policy cover other websites?
  11. Important information for California residents
  12. How can you learn if USQ has updated our Privacy Policy?
  13. Who can you contact regarding your personal information?

1. Who is USQ?

Union Square (“USQ”) offers modern investing strategies spanning family offices to institutional investors through two platforms.

The USQ Core Real Estate Fund and the PREDEX Fund, which are managed by Union Square Capital Partners, LLC, provide access to inventive strategies for real estate investing. For more information, view the USQ Fund privacy policy and PREDEX Fund Privacy Notice.

USQ Ground Leases offer a bifurcated structure that allows all parties to invest in assets that better match their desired risk, maturity and return targets. Our distinctive approach addresses historical flaws in legacy contracts, providing our partners with uniquely leasehold-friendly optionality.

Each of Union Square Capital Partners, LLC and USQ Capital, LLC is a wholly owned subsidiary of Chatham Financial Corp., the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com.

This privacy policy (“Privacy Policy”) applies to the collection and use of personal information by USQ, usq.com, their subdomains and other affiliated pages (the “Website”).

2. What information does USQ collect and what are the legal bases for such collection?

USQ collects certain personal information about our shareholders, clients, potential clients, and partners. The type of information we collect is based on how you interact with us, including by retaining our services or using our Website. You are always welcome to explore our Website without providing any personal information about yourself.

We collect information about our users in the following ways:

A. Information you give us
We will collect any personal information you choose to provide to us, for example, to visit our offices or contact a USQ representative. If you contact us, we will retain the correspondence and use any relevant information to respond to your inquiry, inform you of our services, or keep a record of your request.

Examples of the personal information we collect from you include:

  • Name
  • Job title
  • Company name
  • Email address
  • Postal address
  • Telephone number
  • Birth date and beneficiary information (for IRA applications)
  • Basic trust document information (for trusts only)
  • Account balance
  • Investment activity
  • Any other information you choose to provide to us

If you choose to do business with us, USQ also may also ask you to provide additional personal information for the purposes of on-boarding and performing AML screening as required by applicable law.

B. Information we collect about you
As is typical of most websites, we use cookies, pixel tags, and other similar technologies on our Website to automatically collect certain information about the way you use our services. These tools help us improve the quality, usability, and performance of the services we offer to you.

Examples of the data we automatically collect include:

  • Device information. We collect specific information about the device you use to access our Website, including device type, model, screen size, operating system, IP address, and network carrier.
  • Usage information. We collect data about each visit to our Website such as your IP address, geographical location, browser type, pages viewed, length of session, time of visit, and referring website.
  • Other information. We collect demographic information, interests information (like market affinity categories), and other information.

C. Information we receive from other sources
In order to enhance our ability to provide relevant services and offers to you, we obtain information about you from other sources, such as public databases, joint marketing partners, social media platforms, as well as other third parties.

D. Website administration
We utilize your data to better understand how people use our services so that we can continue to improve the Website to ensure that content is presented in the most effective manner. We collect IP addresses to identify the general locations of our users and block disruptive or improper use of our Website. We also use your personal information to tailor the content and information that we may send or display to you and otherwise personalize your experience while using our Website.

E. Marketing
We collect your personal information to determine the effectiveness of our campaigns. We also use your personal information to market to you, including sending you promotional materials or communications regarding services by us, or to send you information which we think may be of interest to you – but only if this in accordance with your marketing preferences. You will always be able to opt-out of such communications at any time by clicking the link to unsubscribe at the bottom of any marketing email you receive from us.

F. Service Administration
We collect your data to help us manage our relationship with you, including responding to your requests or queries, to complete certain transactions or account changes that you direct, billing and invoicing, seeking feedback from you, or providing you with information about other services we offer that are similar to those that you have already engaged or inquired about. We also collect your data for security-related processing (e.g., automated scanning of incoming and outgoing e-mails for viruses), to provide client support, and send customer updates and administrative communications, such as changes to our terms, conditions, and policies. We may also use your data to investigate and prevent fraudulent activities, unauthorized access to our services, and other illegal activities.

G. Legal and Regulatory

We collect your personal information to comply with our legal and regulatory obligations, including in relation to financial crime laws and regulations and establishing, exercising and defending legal claims.

3. How do we share and disclose information?

We do not rent or sell your personal information to anyone under any circumstances. We will share and disclose information about our clients in the following limited circumstances:

A. Third-Party Service Providers
We may share your information with consultants, professional advisers (such as accountants, lawyers and auditors), and certain vendors and service providers to process your personal information on our behalf. These companies are not permitted to use your information for their own purposes and may only handle your data at our express direction. We use these companies to provide products, services, communication, and client services, among other tasks. We assess the technical and organizational security measures of all third-party service providers USQ engages to ensure the protection of your personal information.

B. Business Transfers
In some cases, we buy or sell assets or businesses. In these types of transactions, personal information is typically one of the business assets that is transferred. We may disclose personal information to a third party in the event of any reorganization, merger, sale, joint venture, assignment, transfer, or other disposition of all or any portion of our business, assets, or stock (including in connection with any bankruptcy or similar proceeding).

C. Protection of USQ and Others
We will share your personal information where we have under a duty to disclose or share your personal information in order to comply with any legal obligation, or in order to enforce any contract or other agreements; or to protect the rights, property, or safety of USQ, our clients, or others.

D. Disclosures required by Law, Rule or Regulation

Under certain circumstances, we may be required to disclosure your personal information if we are under a legal or regulatory obligation to do so including to meet security or law enforcement requirements.

E. Google Advertising and Google Analytics

We use the full suite of Google Advertising and Google Analytics features and products, including Remarketing with Google Analytics, Google Display Network Impression Reporting, and Google Analytics Demographics and Interest Reporting. Based on your use of this website, Google Advertising may use cookies to show you ads for USQ on sites across the internet.

F. Cookies

We use cookies to identify targets, place advertisements, and judge how well our marketing campaigns are reaching relevant audiences. You can opt out of all Google Analytics Advertising Features using NAI’s consumer opt-out, as well as Google Analytics’ opt-out.

4. What happens if you don’t give us your data?

You can enjoy many of USQ’s services without giving us your personal information. You can still visit our Website, but we may not be able to provide certain services or offers to you without your personal information. Some personal information is necessary so that USQ can supply you with the services you have requested.

5. How can you opt out or unsubscribe from USQ marketing emails?

You can opt out of receiving any marketing emails by clicking on the unsubscribe link at the bottom of any marketing emails you receive from us. While you may opt out of receiving any marketing emails from us, you cannot opt out of receiving any business emails from us, including those dealing with administrative or transactional matters.

6. Where is your personal information stored?

Your personal information is stored by our parent company, Chatham Financial Corp., on its servers, located in the United States, and on the servers of the cloud-based database management service providers Chatham engages. These service providers are located in the United States. They and Chatham do not use or have access to your personal information for any other purpose than cloud storage and retrieval.

Please be assured that we will protect all personal information under our control in accordance with this Privacy Policy and take reasonable steps to ensure that as good stewards we protect your data using physical, technical and administrative safeguards, training, internal policies, procedures and controls, industry best data security practices as identified by reputable sources, including NIST and ISO.

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect the confidentiality and security your personal information, we cannot guarantee the security of your data transmitted to our site. Any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorized access. USQ has in place procedures to deal with a suspected or actual data security breach, and we will notify the applicable supervisory authority and you of a suspected or actual breach where we are legally required to do so.

7. How long does USQ retain personal information?

We retain personal information about you for the period necessary to fulfill the purposes outlined in this Privacy Notice or until you notify us to remove you from our database, unless a longer or shorter retention period is required or permitted by applicable law, rule, or regulation.

8. Who can access your personal information?

To help protect the privacy of data and personal information in our possession, USQ maintains multiple physical, technical, and administrative safeguards. We update and test our security technology on an ongoing basis. We restrict access to your personal information to those employees who need to know that information in order to perform their responsibilities. In addition, we train our employees about the importance of confidentiality and maintaining the privacy and security of your information. We commit to taking appropriate disciplinary measures to enforce our employees’ privacy responsibilities.

9. How does USQ use cookies?

This Website uses cookies to improve the user experience and ensure that it is functioning effectively. In order to provide you with a more personalized and responsive service, we need to remember and store information about how you use this Website. This is done using small text files called cookies.

Cookies are designed to contain a small amount of information specific to a particular user and website. Cookies are stored on the web server as well as a user’s device and allows the server to deliver a website experience tailored to a particular user’s preferences.

Whenever you use this Website, information may be collected through the use of cookies and other technologies.

You are able to opt out of cookies on our Website by category, except for those that are deemed strictly necessary, by visiting our Cookie Settings.

Do Not Track or DNT is a feature offered by some browsers which, when enabled, sends a signal to websites to request that your browsing is not tracked, such as by third party ad networks, social networks, and analytic companies. This website does not currently respond to DNT requests.

10. Does USQ's Privacy Policy cover other websites?

Our Website may, from time to time, contain links to other websites. If you follow a link to any of those websites, please note that those websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal information to those websites. Our link does not equal an endorsement of those sites, their owners, or their practices. This Website uses interfaces with social media sites such as Facebook, LinkedIn, Twitter, and others. If you choose to share information from this Website through these services, you should review the privacy policy of that service. If you are a member of a social media site, the interfaces may allow the social media site to connect your site visit to your personal information.

11. Important information for California residents

If you are a resident of the State of California, you have additional rights regarding your personal information under the California Consumer Protection Act (CCPA), specifically:

  • To request that we disclose to you the categories and specific pieces of personal information we have collected about you, the categories of the sources of our information, how we use the information, the categories of any personal information disclosed or sold to third parties, and the categories of third parties to whom such information was disclosed or sold;
  • To request that we delete any personal information we have about you; and
  • The right not to be discriminated against because you exercise any of these rights, including by denying services, providing a different level or quality of services, or charging different prices by virtue of exercising these rights.

To exercise any of your rights under the CCPA please complete the form in our Data Request Center, email us at [email protected], or contact us at +1 877 553 1146.

A. Collection of Personal Information
As defined by the CCPA, USQ has collected the following categories of personal information in the past 12 months:

  • Identifiers such as names, addresses, online identifier, IP addresses, email addresses, and similar identifiers;
  • Commercial information, including products or services purchased, obtained or considered;
  • Internet or other electronic network activity information, including browsing history and the consumer’s interaction with the Website;
  • Geolocation data;
  • Professional or employment-related information; and
  • Education information.

B. Disclosure of Personal Information
As defined by the CCPA, USQ has disclosed the following categories of personal information for a business purpose in the past 12 months:

  • Identifiers such as names, addresses, online identifier, IP addresses, email addresses, and similar identifiers;
  • Commercial information, including products or services purchased, obtained or considered;
  • Internet or other electronic network activity information, including browsing history and the consumer’s interaction with the Website;
  • Geolocation data;
  • Professional or employment-related information; and
  • Education information.

C. Sale of Personal Information
USQ does not sell or rent your personal information to anyone under any circumstances and has not sold any personal information in the past 12 months.

12. How can you learn if USQ has updated our Privacy Policy?

USQ may modify this Privacy Policy from time to time to reflect our current privacy practices. When we make changes to this Privacy Policy, we will revise the updated date at the bottom of this page. We encourage you to periodically review this Privacy Policy to keep informed about how USQ is protecting your information.

13. Who can you contact regarding your personal information?

USQ is committed to protecting the privacy of your personal information. If you have questions or comments, please contact us at:

Union Square Capital Partners, LLC
235 Whitehorse Lane
Suite 200
Kennett Square, PA 19348
USA
Telephone: +1 484.731.0002
Email: [email protected]


Last Updated: 10 July 2023