Crown & Oak
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Last updated: February 2026
Crown & Oak Capital LLC ("we," "our," or "the Firm") collects personal information you voluntarily provide when you submit inquiries through our website, including your name, email address, phone number, firm name, and investor type classification.
We use collected information solely to respond to your inquiry, assess potential alignment with our active deal flow, and communicate regarding investment opportunities that may match your stated mandate. We do not sell, rent, or share your personal information with third parties for marketing purposes.
If you opt in to receive SMS text messages from Crown & Oak Capital LLC, we collect your mobile phone number and SMS consent status for the purpose of sending you text messages related to deal alerts, inquiry follow-ups, transaction updates, and general business communications as described in our SMS Terms & Conditions.
Mobile information collected through our SMS program will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We may share mobile information only with service providers who assist us in the delivery of text messages (e.g., messaging platform providers, phone carriers), strictly for the purpose of operating our SMS program.
You may opt out of SMS communications at any time by replying STOP to any message. For help, reply HELP or email info@crownandoakcapital.com. See our full SMS Terms & Conditions for complete details on message frequency, data rates, and your rights.
We implement commercially reasonable security measures to protect your personal information. All inquiry data is transmitted via encrypted channels and stored in access-controlled systems.
Crown & Oak Capital treats all investor communications and transaction-related data as confidential. Upon engagement, all parties execute Non-Circumvention, Non-Disclosure Agreements (NCNDAs) to formalize confidentiality protections.
Our website may use minimal analytics tools to understand site traffic patterns. We do not use advertising cookies or tracking pixels. No personal information is collected through cookies.
You may request access to, correction of, or deletion of your personal information at any time by contacting us directly. We will respond to such requests within 30 business days.
For privacy-related inquiries, please contact Crown & Oak Capital LLC at info@crownandoakcapital.com.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.