Policy background
Last Updated: July 1, 2025
Junonia Partners, LLC ("we," "us," or “Junonia") is committed to maintaining the privacy and security of your personal information. This Privacy Policy outlines our practices regarding the collection, use, and protection of nonpublic personal information obtained through our provision of professional services to our clients.
Information We Collect
We may collect nonpublic personal information about you and your business when you engage with our services. This information may include, but is not limited to:
Contact information (such as your name, address, phone number, and email address)
Financial information (such as income, expenses, and financial statements)
Business-related information (such as business plans, structure, and operations)
How We Use Your Information
We use the collected nonpublic personal information solely for the purpose of providing you with services as agreed upon in a Statement of Work and governed by a Master Services Agreement. This includes, but is not limited to:
Reviewing financial statements, reports, and other related information
Assisting with tax preparation and compliance
Offering advice and consulting
Addressing your inquiries and providing customer support
Complying with legal and regulatory requirements
Information Sharing
We do not share, sell, rent, or trade any of your nonpublic personal information with third parties for their marketing purposes. We may only disclose your information in the following situations:
With your explicit consent.
To our trusted service providers who assist us in delivering services (e.g., software providers, financial institutions) and who are bound by confidentiality agreements.
When required by law, regulation, or legal process (e.g., responding to subpoenas, court orders, or regulatory inquiries).
To protect our rights, privacy, safety, or property, and that of our clients or others.
In the event of a business transfer, such as a merger, acquisition, or sale of assets, where client information may be transferred to the acquiring entity.
Data Security
We take appropriate measures to protect your nonpublic personal information from unauthorized access, alteration, disclosure, or destruction. These measures include:
Utilizing secure technologies and encryption methods for data transmission and storage.
Restricting access to nonpublic personal information to authorized personnel only.
Regularly updating security protocols and training our staff to ensure the proper handling of sensitive information.
Your Rights
You have the right to:
Review and request corrections to your nonpublic personal information.
Withdraw your consent for specific data processing activities.
Lodge a complaint with the relevant data protection authority if you believe your rights have been violated.
Changes to Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any changes will be posted on our website, and the date of the latest update will be indicated at the top of the policy.
Contact Us
If you have any questions, concerns, or requests related to this Privacy Policy or the handling of your nonpublic personal information, please contact us at:
Junonia Partners, LLC
1722 Routh St. Suite 200
Dallas, Texas 75201
info@junoniapartners.com