Privacy Policy

LAST UPDATED March 20th, 2026

Soman Advisors, LLC (“Soman Advisors,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of personal information. As an investment adviser, we maintain policies and procedures designed to safeguard client and prospective client information under applicable federal and state law.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, submit an inquiry, subscribe to communications, or otherwise interact with us online.Information We Collect

We may collect identifiers such as your name, email address, telephone number, mailing address, IP address, and online identifiers.

We may collect professional, commercial, or inquiry information such as employer, service interests, portfolio-related discussion topics, and communications you send to us.

We may collect internet or network activity information such as browser type, device type, pages viewed, referring pages, dates and times of access, and interactions with website content.

We may also collect information from cookies and similar technologies as described in the Cookie Notice below.

How We Use Information

We use information to respond to inquiries, schedule conversations, provide requested materials, operate and improve our website, maintain website security, comply with legal and regulatory obligations, and send communications you have requested or consented to receive. We may also use information for internal analytics, recordkeeping, and business administration.

How We Share Information

We do not sell personal information. We do not rent personal information. We do not share personal information for cross-context behavioral advertising.

We may disclose information to service providers that support our website, communications, analytics, security, document storage, or other business operations, subject to appropriate contractual confidentiality and data protection obligations. We may disclose information when required by law, regulation, subpoena, court order, examination, or other legal process, or when necessary to protect our rights, clients, personnel, or systems.

Custody and Financial Information

Soman Advisors does not take custody of client assets through this website. Client investment accounts, if any, are maintained with independent qualified custodians. Public website inquiries should not include account numbers, passwords, or other highly sensitive account credentials. If you become a client, additional privacy disclosures may be provided as required under applicable law and firm policy.

Cookies and Analytics

We may use cookies and similar technologies to support site functionality, remember preferences, measure traffic, and understand how visitors use our website.

You can manage cookies through your browser settings. Disabling certain cookies may affect website functionality.

Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including legal, compliance, operational, and recordkeeping needs. Retention periods may vary depending on the nature of the information and the applicable legal or regulatory requirements.

Data Security

We use administrative, technical, and physical safeguards reasonably designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.

Your California Privacy Rights

California residents may have rights under the California Consumer Privacy Act, as amended, including the right to know, access, correct, and delete certain personal information, and the right to opt out of sale or sharing. Soman Advisors does not sell or share personal information in the manner typically associated with those opt-out rights.

To submit a privacy request, contact us using the details in the Contact Information section below. We may need to verify your identity before processing a request.

Marketing Communications

You may opt out of marketing or promotional emails at any time by using the unsubscribe mechanism in the message or by contacting us directly. Transactional or relationship communications may still be sent where appropriate.

Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy, security, or content practices of those third parties.

Children’s Privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from children through the website.

Changes to This Policy

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

Contact Information

Soman Advisors, LLC

Cupertino, California

Phone: (508) 439-9786