Protecting Your Privacy

At Onyx Limited maintaining our clients’ trust and confidence is of paramount importance.  Please read this notice to learn more about our privacy policy.  We are committed to safeguarding your personal information and providing a clear understanding as to the limited ways your information might be shared.  We will provide you with an annual reminder of Onyx Limited’s Privacy Policy and with revised policies if there are any changes in how we handle your personal information.

Information That We Collect.  “Non-public personal information” is information obtained by us in connection with providing financial services to you.  Examples might include the following:

  • Information we receive from you to open an account or provide trust or financial services such as address, social security number, assets and income.
  • Information Onyx Limited generates to service your account such as investment commitments, capital calls, distributions and quarterly performance reports; and
  • Information we may receive from third parties with respect to client accounts such as trade confirmations from brokerage firms and call and distribution notices from private equity partnerships.

Information That We Disclose.  We use or share non-public personal information in a limited and carefully controlled manner.  Onyx Limited generally does not disclose non-public information about its customers or former customers to anyone, except as required by or permitted by law, unless authorized by you.  We may disclose the non-public personal information we collect, as described above, to persons or companies that perform services on your behalf, at our instruction, or on behalf of Onyx Limited, and to other financial institutions with which we have a custodial or co-fiduciary relationship.  Instances in which we may be required to share your information include:

Disclosure to companies that provide services necessary to implement a transaction that you request or to service your account such as brokers, accountants, attorneys, or investment fund administrators.

Disclosure to government agencies, courts, parties to lawsuits, or regulators in response to subpoena.  In such cases, we will share only the information we are required or authorized to share.

Confidentiality and Security.  The security of your account information is important to us.  Only those employees who need your information to perform their job have access to it.  In addition, we maintain physical, electronic and procedural safeguards to protect your non-public personal information.  All employees are trained to protect the confidentiality of your personal information as described in this policy; the privacy policies and procedures are strictly enforced.  Onyx Limited does not disclose non-public personal information about former clients with inactive accounts, except in accordance with this privacy policy.

We appreciate your confidence in us.  Should you have any questions, concerns or complaints about this Privacy Policy or any aspect of your account administration at Onyx Limited, please contact:

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