Privacy Policy

Last updated: June 2026

Main Management, LLC (“Main Management,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through this website and in the course of providing investment advisory services, how we use and share it, and the choices available to you. Clients also receive our formal privacy notice under Regulation S-P, which governs the personal financial information of our advisory clients; this policy summarizes and supplements that notice for our website.

Information we collect

Information you provide

When you contact us, subscribe to our communications, or otherwise interact with us, we may collect your name, email address, firm or organization, state, telephone number, role, and any details you include in a message. If you become a client, we collect the information necessary to provide advisory services, such as financial circumstances, investment objectives, and account information.

Information collected automatically

When you visit this site, we (and our service providers) may automatically collect technical information such as your IP address, browser and device type, pages viewed, and the dates and times of your visits, including through cookies and similar technologies. We use this information to operate, secure, and improve the site.

How we use information

• To respond to your inquiries and route them to the appropriate member of our team;
• To provide, maintain, and administer investment advisory services to our clients;
• To send communications you have requested, such as our weekly market note, and to manage your preferences;
• To operate, secure, analyze, and improve our website;
• To comply with applicable laws, regulations, and our regulatory obligations.

How we share information

We do not sell your personal information. We share personal information only as needed to operate our business and serve you, including with:

• Service providers that perform functions on our behalf (for example, email delivery, hosting, analytics, and client-relationship-management tools) under contractual confidentiality obligations;
• Custodians, broker-dealers, and program sponsors as necessary to service client accounts;
• Our affiliates, where permitted by law;
• Regulators, law enforcement, or other parties when required by law, subpoena, or to protect our rights, clients, or the public.

Cookies and analytics

We use cookies and similar technologies to make the site work, remember your preferences, and understand how the site is used. You can control cookies through your browser settings; disabling some cookies may affect site functionality. This site currently uses only essential cookies and cookieless analytics, and displays a notice banner to that effect; should we introduce non-essential cookies in the future, we will request consent where required.

How we protect information

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, or disclosure, and we use encryption to protect information transmitted through this site. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your choices and California privacy rights

You may unsubscribe from our communications at any time using the link in any message or by contacting us. If you are a California resident, the California Consumer Privacy Act, as amended (CCPA/CPRA), gives you the right to know what personal information we collect, to request access to or deletion or correction of that information, and to opt out of the “sale” or “sharing” of personal information.

We do not sell your personal information, and we do not share it for cross-context behavioral advertising. To exercise any of these rights, contact us using the details below; we will not discriminate against you for exercising your rights. Personal information collected from our advisory clients in connection with financial products and services is governed by the Gramm-Leach-Bliley Act and Regulation S-P and may be exempt from certain CCPA provisions.

Data retention

We retain personal information for as long as needed to fulfill the purposes described in this policy and to meet our legal, regulatory, and recordkeeping obligations, after which it is deleted or de-identified.

Children’s privacy

This site is intended for financial professionals and adult investors and is not directed to children under 18. We do not knowingly collect personal information from children.

Changes to this policy

We may update this policy from time to time. The “last updated” date above reflects the most recent revision. Material changes will be posted on this page.

Contact us

For questions about this policy or to exercise your privacy rights, contact us at info@mainmgt.com or 415-217-5800, or write to Main Management, LLC, 601 California Street, Suite 300, San Francisco, CA 94108.