Privacy Policy
Last updated: January 2026.
Brackley Capital LLC ("Brackley Capital", "we", "our") is an investment advisory firm based in Stamford, Connecticut. We provide wealth management and family office services to a limited number of high-net-worth families and family entities. This policy explains what personal information we collect, how we use it, and how we protect it.
Information we collect
In the course of providing wealth management, estate planning, and family office services, we collect personal information that may include:
- Contact details (name, address, phone, email).
- Identification data required for Know Your Customer (KYC) and anti-money-laundering checks, including government-issued identification, date of birth, and tax identification numbers.
- Financial information (account balances, holdings, income, assets, liabilities, and transaction history).
- Information about beneficial owners, household members, and beneficiaries, where relevant to a client engagement.
- Information you provide through forms on this website, including the contact form.
How we use information
We use personal information only to deliver our services and to meet our legal and regulatory obligations:
- To open, administer, and service client accounts.
- To advise on portfolios, estate structures, and family office matters.
- To comply with applicable federal and state regulatory, tax, and reporting requirements, including record-keeping, audit, and KYC/AML rules.
- To communicate with you about your account or about our firm.
How we share information
We do not sell client information. We share personal information only with:
- Custodians, brokers, accountants, attorneys, and other professionals working on your engagement, when you have authorized us to do so.
- Regulators, courts, or law enforcement, when required by law.
- Service providers (for example, our compliance, technology, and reporting vendors) under written agreements that require confidentiality.
How we protect information
We maintain administrative, technical, and physical safeguards designed to protect client information. Access is limited to employees and contractors who need it to perform their work. We retain records for the periods required by applicable regulatory and tax rules, and we dispose of personal information securely when it is no longer needed.
Your choices
You may ask us at any time to review, correct, or update the personal information we hold about you. To make a request, or for any other privacy question, contact us at the address below.
Contact
Brackley Capital LLC
750 Washington Boulevard, 11th Floor
Stamford, CT 06901
info@brackleycapital.com
+1 (203) 555-0168