PRIVACY POLICY NOTICE
Black Mammoth LLC has adopted this privacy policy with recognition that protecting the privacy and
security of the personal information we obtain about our customers is an important responsibility. We
also know that you expect us to service you in an accurate and efficient manner. To do so, we must
collect and maintain certain personal information about you. We want you to know what information we
collect and how we use and safeguard that information.
SMS opt-in or phone numbers for the purpose of SMS are not being shared.
Information We Collect: We collect certain nonpublic information about you ("Customer Information").
The essential purpose for collecting Customer Information is to allow us to provide advisory services to
you. Customer Information we collect may include:
• Information that you provide on applications or other forms. This Customer Information may
include personal and household information such as income, spending habits, investment
objectives, financial goals, statements of account, and other records concerning your financial
condition and assets, together with information concerning employee benefits and retirement
plan interests, wills, trusts, mortgages and tax returns.
• Identifying information such as your name, age, address, social security number, etc.
• Information about your transactions with us, or others (e.g., broker-dealers, clearing firms, or
other chosen investment sponsors).
• Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as
other various materials we may use to provide an appropriate recommendation or to fill a
service request.
Security of Your Information: We restrict access to your nonpublic personal information to those
employees who need to know that information to service your account. We maintain physical,
electronic and procedural safeguards that comply with applicable federal or state standards to protect
your nonpublic personal information.
Information We Disclose: As required or permitted by law, we disclose the nonpublic personal
information we collect about our customers: (i) to persons necessary to effect the transactions and
provide the services that our customers authorize, such as broker-dealers, custodians, independent
managers etc.; (ii) to persons assessing our compliance with industry standards (e.g., professional
licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided
by law. We are permitted by law to disclose the nonpublic personal information about you to
governmental agencies and other third parties in certain circumstances (such as third parties that
perform administrative or marketing services on our behalf or for joint marketing programs). These
third parties are prohibited to use or share the information for any other purpose.
Information We Disclose to Affiliated Third Parties: We disclose the following information to
affiliated third parties: contact information, tax return information, and estate planning information.
The affiliated third parties to whom we disclose this information include: Legacy Fiduciary Services, Kala Capital, NoB$ Wealth
Former Clients: If you decide to close your account(s) or become an inactive customer, we will
adhere to our privacy policies, which may be amended from time to time.