Privacy Policy

Effective 
May 1, 2026

Rose & Company Holdings, LLC, dba Rose and Company (“Rose & Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, communicate with us, or otherwise interact with us.

By using our website or providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information directly from you, automatically through your use of our website, and from third-party sources where permitted by law.

Information you provide to us

We may collect personal information when you:

  1. Contact us by email, phone, web form, or other communication channels.
  2. Request information about our services.
  3. Register for or attend meetings, events, webinars, or conferences.
  4. Subscribe to updates, newsletters, or other communications.
  5. Interact with us as a client, prospective client, investor, business partner, vendor, or other business contact.

This information may include:

  1. Name.
  2. Email address.
  3. Phone number.
  4. Company name.
  5. Job title.
  6. Mailing address.
  7. Business or professional information.
  8. Communication preferences.
  9. Any other information you choose to provide.

Information collected automatically

When you visit our website, we may automatically collect certain information, including:

  1. IP address.
  2. Browser type.
  3. Device type.
  4. Operating system.
  5. Pages viewed.
  6. Referring website.
  7. Dates and times of visits.
  8. General location information.
  9. Cookie and similar tracking data.

We use this information to help operate, secure, and improve our website and services.

Information from third parties

We may receive information from third-party sources, such as business partners, event organizers, publicly available sources, marketing databases, analytics providers, or professional networking platforms.

We use this information only as permitted by applicable law and consistent with this Privacy Policy.

2. How We Use Information

We may use the information we collect for the following purposes:

  1. To provide, operate, and improve our website, services, and business operations.
  2. To respond to inquiries, requests, and communications.
  3. To communicate with clients, prospective clients, investors, business partners, vendors, and other business contacts.
  4. To schedule meetings, calls, events, and other business interactions.
  5. To send service-related updates, administrative messages, newsletters, event invitations, and other business communications.
  6. To personalize and improve your experience with our website and communications.
  7. To analyze website usage, campaign performance, and engagement with our services.
  8. To maintain the security and integrity of our website, systems, and business operations.
  9. To comply with legal, regulatory, contractual, or professional obligations.
  10. To protect our rights, property, users, clients, and business interests.

You may opt out of marketing emails by following the unsubscribe instructions included in those emails or by contacting us at info@roseandco.com.

3. Mobile Contact Information

Rose & Company may collect mobile phone numbers when provided by clients, prospective clients, investors, business contacts, or other individuals.

We may use mobile phone numbers to contact individuals for legitimate business purposes, such as scheduling meetings, responding to inquiries, conducting relationship-based outreach, or communicating about services or events.

We do not use mobile phone numbers to send SMS, text message marketing, or promotional mobile communications.

No mobile phone number, mobile contact consent, or mobile opt-in information will be shared with third parties or affiliates for their marketing or promotional purposes.

We may share mobile contact information with service providers only as necessary to support our business operations, such as communications, scheduling, customer relationship management, or similar administrative services. These service providers are not permitted to use mobile contact information for their own marketing or promotional purposes.

4. Cookies and Similar Technologies

We may use cookies, web beacons, pixels, analytics tools, and similar technologies to collect information about your use of our website.

Cookies may be used to:

  1. Help our website function properly.
  2. Remember your preferences.
  3. Understand how visitors use our website.
  4. Improve website performance and content.
  5. Support analytics, marketing, and communications efforts.

You may set your browser to refuse cookies or alert you when cookies are being used. If you disable cookies, some parts of our website may not function properly.

5. How We Share Information

We do not sell personal information.

We may share personal information in limited circumstances, including:

  1. Service providers: We may share information with vendors, consultants, technology providers, marketing platforms, analytics providers, website hosts, event platforms, customer relationship management providers, and other service providers who perform services on our behalf.
  2. Business operations: We may share information as needed to operate, manage, and improve our business, website, communications, and services.
  3. Legal and compliance purposes: We may disclose information if required by law, regulation, legal process, or governmental request.
  4. Protection of rights: We may disclose information when we believe it is necessary to protect the rights, property, safety, or security of Rose & Company, our clients, our users, or others.
  5. Business transactions: We may disclose information in connection with a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction.
  6. With your consent: We may share information when you direct us to do so or otherwise give us permission.

We require service providers to use personal information only as needed to provide services to us and to protect the information appropriately.

6. Embedded Content and Third-Party Websites

Our website may include embedded content or links to third-party websites, platforms, or services, including videos, images, articles, social media content, event platforms, or other materials.

Embedded content from third-party websites behaves as if you visited that third-party website directly. These third parties may collect information about you, use cookies, embed additional tracking technologies, and monitor your interaction with the embedded content, including if you are logged into an account with that third party.

We are not responsible for the privacy practices, content, or security of third-party websites or services. We encourage you to review their privacy policies before providing information to them.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.

However, no method of transmission over the internet or method of electronic storage is completely secure. We cannot guarantee absolute security.

8. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal or contractual obligations, resolve disputes, enforce agreements, and maintain business records.

The length of time we retain information may vary depending on the nature of the information, the reason it was collected, and applicable legal or business requirements.

9. Your Choices

Depending on where you live and applicable law, you may have certain rights regarding your personal information, including the right to:

  1. Request access to the personal information we maintain about you.
  2. Request correction of inaccurate information.
  3. Request deletion of certain personal information.
  4. Object to or restrict certain processing.
  5. Withdraw consent where processing is based on consent.
  6. Opt out of marketing communications.

To exercise these rights, contact us at info@roseandco.com. We may need to verify your identity before fulfilling certain requests.

10. Children’s Privacy

Our website and services are intended for business and professional audiences. They are not directed to children under 13, and we do not knowingly collect personal information from children under 13.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Your continued use of our website or services after changes are posted means you acknowledge the updated Privacy Policy.

12. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact us at:

Rose & Company
Email: info@roseandco.com