Privacy Policy

Bedrock Privacy Policy

Effective Date: December 10, 2022
Last Updated: November 2025

This Privacy Policy describes how Bedrock Capital Management, LLC and its affiliated investment vehicle, Bedrock Fund, LLC (collectively, “Bedrock,” “we,” “us,” or “our”), collect, use, and share personal information in connection with our website and our investment management activities.

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

1. Scope

This Privacy Policy applies to:

  • Personal information collected through Bedrock’s public website and any secure investor portal we may provide.
  • Personal information collected through subscription documents, investor questionnaires, and other documents or communications related to an investment in Bedrock Fund, LLC.

This Policy does not apply to employees or job applicants, as those relationships are covered under separate internal policies.

2. Information We Collect

We collect personal information in the course of operating our business and offering interests in Bedrock Fund, LLC. The types of information we may collect include:

Information You Provide to Us

Examples include:

  • Identifiers and contact details such as name, email address, mailing address, telephone number.
  • Investor qualification and onboarding information such as tax identification number, Social Security number (for individuals), date of birth, citizenship or residency, and information needed to satisfy anti money laundering and know your customer requirements.
  • Financial and investment information such as subscription amounts, account details for capital contributions and distributions, and information relating to your investment objectives and risk profile.
  • Information contained in signed agreements, subscription documents, questionnaires, or correspondence you send to us.

Information We Receive from Third Parties

Where permitted by law, we may receive information about you from:

  • Administrators, custodians, brokers, and other service providers that support the Fund.
  • Banks and other financial institutions involved in your transactions.
  • Regulatory or governmental authorities, as required or allowed by law.
  • Professional advisers, such as your attorney, accountant, or investment adviser, if they interact with us on your behalf.

Information Collected Automatically

When you visit our website, we may collect certain technical information automatically, such as:

  • Internet protocol (IP) address, browser type, and device information.
  • Pages visited and time spent on the site.
  • Basic interaction data, such as clicks and navigation patterns.

We use this information to operate, secure, and improve our website. We do not sell this information.

3. How We Use Personal Information

We use the personal information we collect for purposes that include:

  • Account and investment administration
    • Evaluating your eligibility to invest in Bedrock Fund, LLC.
    • Processing subscriptions, capital contributions, distributions, and redemptions (if applicable).
    • Maintaining investor records and account information.
  • Regulatory and legal compliance
    • Verifying identity and performing due diligence in line with anti money laundering, know your customer, and other regulatory requirements.
    • Responding to inquiries from regulators and complying with applicable laws and regulations.
  • Operations and business management
    • Managing the Fund and our advisory business, including accounting, auditing, and internal reporting.
    • Monitoring and improving our website, services, and investor communications.
  • Investor communications and relationship management
    • Responding to questions and requests.
    • Providing reports, notices, and updates regarding the Fund, including performance, risk, and material changes.
    • Sending informational or marketing communications about Bedrock, where permitted by law and your preferences.

We may also use personal information for any other purpose that we describe at the time of collection or for which you provide consent, as allowed by applicable law.

4. How We Share Personal Information

We do not sell your personal information. We may share personal information in the following circumstances:

  • Service providers and vendors
    We share information with third party service providers that perform services on our behalf, such as fund administrators, custodians, banks, brokers, technology providers, accountants, and other professional firms. These parties are authorized to use personal information only as needed to perform services for Bedrock or to meet legal obligations.
  • Affiliates
    We may share information with our affiliates, including entities involved in managing or administering Bedrock Fund, LLC, for purposes consistent with this Privacy Policy.
  • Legal and regulatory purposes
    We may disclose information to:
    • Governmental, regulatory, or self regulatory authorities, as required or permitted by law.
    • Courts, law enforcement, or other parties in response to subpoenas, court orders, or similar legal processes.
    • Protect the rights, property, and safety of Bedrock, our investors, or others.
  • Business transfers
    In the event of a potential or actual merger, acquisition, reorganization, or other corporate transaction involving Bedrock, personal information may be transferred as part of the transaction, subject to confidentiality obligations.
  • With your consent or at your direction
    We may share information with third parties when you ask us to or explicitly consent.

5. Data Transfers

Bedrock is based in the United States, and personal information we collect is generally processed and stored in the United States. If information is transferred or accessed by service providers in other locations, we require those parties to handle the information consistently with this Privacy Policy and applicable law.

6. Your Choices and Rights

Although U.S. privacy laws vary by state and investor type, as a general matter:

  • You may update or correct certain information by contacting us using the details below.
  • You may request that we limit marketing communications by following unsubscribe instructions in an email or contacting us directly.
  • Depending on applicable law, you may have additional rights regarding access to, or deletion of, certain personal information. If you wish to exercise these rights, you may contact us, and we will respond in accordance with applicable law.

To help protect your privacy, we may take reasonable steps to verify your identity before fulfilling certain requests.

7. Third Party Websites

Our website may contain links to third party websites or services. These sites are not controlled by Bedrock, and we are not responsible for their content, security, or privacy practices. We encourage you to review the privacy policies of any third party sites you visit.

8. How We Protect Personal Information

We use administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, loss, or destruction. No system or transmission over the internet can be guaranteed as completely secure, but we work to protect information in a manner consistent with applicable legal and regulatory requirements and the nature of the data.

9. Retention of Personal Information

We retain personal information for as long as needed to:

  • Operate the Fund and maintain investor accounts.
  • Comply with legal, regulatory, and recordkeeping obligations.
  • Resolve disputes and enforce our agreements.

When personal information is no longer required for these purposes, we will delete, anonymize, or otherwise dispose of it in a secure manner, consistent with our data retention policies and applicable law.

10. Children’s Privacy

Our website and services are intended for adults and are not directed to children under the age of 18. We do not knowingly collect personal information from children. If you believe a child under 18 has provided personal information to us, please contact us, and we will take appropriate steps to delete such information.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, our business, or applicable law. When we make material changes, we will revise the “Last Updated” date at the top of this Policy and may provide additional notice as appropriate. Your continued use of our website or services after any update indicates your acceptance of the revised Policy.

12. How to Contact Us

If you have any questions about this Privacy Policy or our privacy practices, or if you would like to update your information or preferences, you may contact us at:

Bedrock Capital Management, LLC
Attn: Privacy
2021 Guadalupe Street, Suite 260
Austin, TX 78705

Email: contact@bedrk.com

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