Privacy Policy
How Darien Advisors collects, uses, and protects your information.
Last updated: April 10, 2025
This Privacy Policy explains how Le Poulet PBC d/b/a Darien Advisors ("Darien Advisors," "we," "us," or "our") collects, uses, discloses, and protects personal information. It also outlines your rights and choices regarding your information.
Privacy Notice at Collection
We collect information that identifies, relates to, or could reasonably be linked to an individual, household, or business ("Personal Information").
This includes information collected in connection with:
- Tax preparation and filing
- Crypto reconciliation and reporting
- Advisory and financial services
- Use of our website, client portal, and communications
Personal Information does not include publicly available data or anonymized/aggregated data.
Personal Information We Collect
The specific information we collect depends on your relationship with us, but may include:
1. Identifiers
- Name, email, phone number
- Address (current and historical)
- IP address, device identifiers
- Social Security Number, EIN, ITIN
2. Financial & Tax Information
- Bank account and payment details
- Investment activity (including crypto transactions)
- Income, assets, liabilities
- Tax returns and supporting documentation
- Wallet addresses, exchange data, and on-chain activity
3. Professional Information
- Employment history
- Business ownership details
- Entity structures (LLCs, corporations, DAOs, etc.)
4. Internet & Platform Data
- Website usage
- Browser/device data
- Interactions with our platform
5. Communication Data
- Emails, messages, call notes
- Client support inquiries
6. Sensitive Personal Information
Where necessary for services, we may collect:
- Government identifiers
- Financial account access data
- Information related to tax filings (including dependents, health deductions, etc.)
Sources of Information
We collect personal information from:
- Directly from you (forms, emails, calls, portal uploads)
- Automatically (website activity, analytics tools)
- Third parties, including:
- Financial institutions
- Crypto platforms and APIs
- Tax authorities
- Service providers (e.g., bookkeeping, analytics tools)
- Other authorized parties, such as accountants, partners, or business entities you are associated with
How We Use Your Information
We use your information to:
1. Provide Services
- Tax preparation, filing, and compliance
- Crypto reconciliation and reporting
- Financial advisory and structuring
- Client communication and support
2. Operate Our Business
- Manage internal systems and workflows
- Prevent fraud and ensure security
- Comply with legal and regulatory obligations
3. Improve Services
- Analyze usage and performance
- Develop new offerings
- Enhance client experience
4. Business Transactions
- Mergers, restructuring, or sale of assets
Data Retention
We retain personal information for as long as necessary to:
- Provide services
- Comply with legal obligations
- Resolve disputes and enforce agreements
In general, records may be retained for up to 8 years, consistent with regulatory and operational requirements.
Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal information we hold about you
- Request deletion of your information
- Correct inaccurate information
- Limit use of sensitive information
- Opt out of certain data uses
To exercise these rights, contact us at: hello@darienadvisors.co
We may need to verify your identity before processing requests.
Communications Preferences
You may opt out of non-essential communications:
- Email: unsubscribe via link or email us
- Text/Calls: request removal via email
- Updates: modify via your account or by contacting us
Service-related communications will still be sent.
Security
We implement administrative, technical, and physical safeguards to protect your information.
However:
- No system is 100% secure
- Data transmitted over the internet carries inherent risk
You are responsible for:
- Maintaining secure login credentials
- Using secure networks when sharing sensitive data
International Data Transfers
Your information may be stored and processed in the United States and other jurisdictions where our service providers operate.
By using our services, you consent to these transfers.
Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted with a revised "Last Updated" date.
Continued use of our services constitutes acceptance of any changes.
Contact Us
For questions or requests regarding this Privacy Policy:
Darien Advisors
Le Poulet PBC