1. Introduction
This Privacy Policy is issued by KSO CAPITAL LLC ("KSO CAPITAL," "the Firm," "we," "us," or "our"), a private capital company with its principal office at 6814 Pollock Rd, Convoy, OH 45832, United States. The developer of this website is KSO CAPIT. This policy governs the collection, use, disclosure, and protection of personal information obtained through our website at www.ksocapit.shop (the "Site") and in the course of our business relationships.
The Firm's work spans investment management, fund and trust administration, advisory and financial planning, fiduciary services, principal dealing, and market-related services. Because this work involves sensitive financial matters, we treat personal and financial information with a heightened standard of care — and, where applicable, consistent with the confidentiality expectations placed on fiduciaries and financial institutions.
By using the Site or providing information to us, you acknowledge the practices described below. If you do not agree with this policy, please do not use the Site or submit information to us.
2. Information We Collect
2.1 Information You Provide
We collect personal information you submit directly, including when you:
- Submit an inquiry through the Site — name, organization, email address, telephone number, and the contents of your message;
- Enter into a client relationship — identity and contact details, financial profile, investment objectives, tax identifiers, and documentation required for account establishment;
- Engage us for fiduciary or administrative work — trust instruments, estate documents, beneficiary information, and related records;
- Correspond with the Firm by email, telephone, or post.
2.2 Information Collected Automatically
When you visit the Site, technical information may be collected automatically:
- IP address and approximate geographic region;
- Browser type, device characteristics, and operating system;
- Pages viewed, session duration, referring addresses, and navigation paths;
- Access timestamps and server logs.
2.3 Information From Third Parties
In the course of establishing and servicing client relationships, we may receive information from custodians, transfer agents, banks, professional advisers, identity-verification services, and public registries.
3. How We Use Information
Personal information is used for legitimate business purposes, including:
- Responding to inquiries and conducting initial discussions about potential engagements;
- Establishing and administering client relationships — onboarding, identity verification, suitability assessment, and account documentation;
- Delivering services — portfolio and fund management, trust and estate administration, advisory deliverables, escrow processing, and transaction execution;
- Meeting regulatory and legal obligations — including recordkeeping, reporting, anti-fraud, and know-your-customer requirements applicable to our activities;
- Communicating — statements, notices, administrative correspondence, and, with your consent, information about the Firm's services;
- Protecting the Firm and its clients — enforcing agreements, preventing fraud, and maintaining the security of our systems;
- Improving the Site — analyzing aggregate usage to refine content and performance.
4. Confidentiality and Sharing of Information
We do not sell personal information. Financial information relating to clients, trusts, and estates is treated as confidential. We share personal information only in the following circumstances:
- Service providers — custodians, transfer agents, banks, administrators, IT and hosting providers, and professional advisers bound by confidentiality obligations;
- Transaction counterparties — where disclosure is necessary to execute, settle, or document a transaction you have authorized;
- Fiduciary administration — to beneficiaries, co-fiduciaries, and other parties with a legal entitlement to information under the governing instrument;
- Legal and regulatory requirements — in response to lawful process, examinations, or reporting obligations;
- Business transitions — in connection with a merger, reorganization, or transfer of the Firm's business, subject to continued protection of the information;
- With consent — when you direct or permit disclosure to a third party.
5. Cookies and Analytics
The Site may use cookies and similar technologies for essential operation, preference storage, and aggregate analytics. You may configure your browser to refuse cookies; certain features may then function differently. We do not use advertising trackers, and we do not permit third parties to build profiles of Site visitors for marketing purposes.
6. Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy and to satisfy legal, regulatory, accounting, and recordkeeping obligations applicable to financial and fiduciary work. Retention periods for client and transaction records are determined by law and the terms of the governing engagement, and may extend for years after a relationship ends. When information is no longer required, it is securely destroyed or anonymized.
7. Security Measures
We maintain administrative, technical, and physical safeguards appropriate to the sensitivity of financial information, including access controls limited to authorized personnel, encrypted transmission for Site submissions, and procedural controls over client documentation.
A note on certainty: no method of electronic transmission or storage can be guaranteed absolutely secure. We employ commercially reasonable protections and continuously review them, but we cannot warrant security against every conceivable threat.
8. Your Rights
Subject to applicable law and our legal obligations, you may request:
- Access to personal information we hold about you;
- Correction of inaccurate or incomplete records;
- Deletion where retention is not required by law or contract;
- Restriction or objection to certain processing;
- Portability of information in a structured format where feasible;
- Opt-out of non-essential communications at any time.
Requests may be directed to the contact points in Section 12. We will verify your identity before acting and respond within the period required by applicable law. Exercising these rights will not result in discriminatory treatment.
9. Children's Privacy
The Site and the Firm's services are intended for adults and business entities. We do not knowingly collect personal information from persons under 18. Trust and estate matters involving minor beneficiaries are handled through their lawful representatives under the governing documents. If you believe a minor has provided us personal information outside such a framework, contact us and we will delete it.
10. Third-Party Services and Links
The Site may reference third-party websites, platforms, or service providers. We are not responsible for the privacy practices or content of third parties, and this policy does not extend to them. Review the policies of any third-party service before providing information.
11. Changes to This Policy
We may revise this policy to reflect changes in our practices, services, or legal requirements. Material changes will be posted on this page with an updated revision date. Continued use of the Site following an update constitutes acknowledgment of the revised policy.
12. Contact
Questions or requests regarding this Privacy Policy may be directed to:
KSO CAPITAL LLC
6814 Pollock Rd, Convoy, OH 45832, United States
Email: wenjie.huang@ksocapit.shop
Phone: +1 (309) 448-4070
Website: www.ksocapit.shop
Site Developer: KSO CAPIT