Privacy Policy

Citadel Ridge Holdings, LLC
Effective Date: January 27, 2026

Citadel Ridge Holdings, LLC (“Citadel Ridge,” “Company,” “we,” “our,” or “us”) is committed to safeguarding the confidentiality of individuals who inquire about, evaluate, or acquire membership units in our investment structure.

Because our business involves the management of capital and the issuance of units, we recognize the heightened importance of discretion, data protection, and regulatory awareness. This Privacy Policy explains how we collect, use, protect, and disclose information in connection with our investment operations.

1. Information We Collect

In connection with evaluating eligibility for units and maintaining compliance obligations, we may collect the following categories of information:

Personal and Identification Information

Legal name
Contact information (email, phone, address)
Date of birth
Government-issued identification
Tax identification numbers
Accreditation or financial qualification documentation

Financial and Investment Information

Capital contribution details
Investment suitability data
Source of funds information
Banking information necessary for capital processing or distributions

Technical Information

IP address
Device and browser data
Website interaction data
Cookies and analytical tracking information

Information may be collected when you:

Submit an inquiry regarding units
Request investment documentation
Execute subscription agreements
Communicate with us electronically

2. Purpose of Information Collection

Information is collected and used for legitimate investment-related purposes, including:

Evaluating prospective unit holders
Processing capital contributions
Maintaining records of unit ownership
Providing required disclosures
Issuing performance communications
Complying with legal, regulatory, and anti-money laundering requirements
Protecting against fraud, misuse, or unauthorized activity

We do not sell, lease, or commercially distribute personal information.

3. Confidentiality and Data Protection

Citadel Ridge Holdings, LLC maintains administrative, technical, and physical safeguards designed to protect sensitive financial and personal information associated with unit holders.

Access to such information is restricted to authorized personnel, legal counsel, compliance professionals, and service providers who require the information to fulfill legitimate operational or regulatory functions.

While we implement reasonable safeguards, no system can guarantee absolute security.

4. Information Sharing

Information may be disclosed only under the following circumstances:

To legal, accounting, or compliance professionals
To regulatory authorities if required by law
In response to lawful requests or court orders
To protect the rights or integrity of Citadel Ridge Holdings, LLC

We do not permit third parties to use personal information for marketing unrelated to our investment operations.

5. Forward-Looking Statements and Investment Communications

Certain communications provided to prospective or current unit holders may contain forward-looking statements. These statements reflect current expectations regarding market conditions, investment performance, operational objectives, or future growth of units.

Forward-looking statements are inherently subject to risks and uncertainties. Actual outcomes may differ materially due to market volatility, regulatory developments, economic conditions, or other factors beyond our control.

Nothing contained in this Privacy Policy or in any communication should be interpreted as a guarantee of future performance of units or investment outcomes.

6. Data Retention

We retain personal and financial information only as long as necessary to:

Maintain accurate records of unit ownership
Satisfy legal and regulatory obligations
Protect the Company’s operational integrity

When information is no longer required, it is securely disposed of in accordance with applicable standards.

7. Cookies and Website Analytics

Our website may use cookies and analytics technologies to enhance user experience and monitor engagement. These tools do not grant access to confidential investment records.

You may disable cookies in your browser settings; however, certain website functionality may be affected.

8. Your Rights

You may request to:

Review personal information we maintain
Correct inaccurate information
Request deletion where legally permissible
Inquire about how your information is used

Requests may be directed to:

info@citadelridgeholdingsllc.com

9. Policy Updates

This Privacy Policy may be revised periodically to reflect operational, regulatory, or legal changes. Updates will be posted with a revised effective date.