Privacy Policy

This Privacy Policy sets forth how personal information is collected, used, and protected on the website located at www.otimainvestments.com (the “Site”). Unless otherwise indicated, this Privacy Policy applies to personal information collected through Otima Investments, LLC or any of our respective affiliates and sponsored investment entities (together, the “Company”, “we”, “us”, or “our”).

The Company is committed to maintaining the confidentiality, integrity, and security of personal information about our prospective and existing investors, family offices, wealth advisers, and partners. “Personal information” means information that identifies you as an individual, such as your full name, physical address, telephone number, or email address.

We collect personal information that you voluntarily provide to us when submitting inquiries, requesting investor dossiers, scheduling calls, or subscribing to our updates:

• Contact Information: Full name, corporate title, organization or family office name, business email address, physical mailing address, and telephone number.
• Investor Qualification Data: Accredited investor self-certifications, investment preferences, target asset classes (e.g., retail, healthcare, multifamily, private equity), and anticipated commitment ranges.
• Communications History: Records of inquiries, scheduling notes, and feedback provided during introductory discussions.

When you browse the Site, our servers automatically log standard device and telemetry data, including your Internet Protocol (IP) address, browser type, operating system, referring URLs, and timestamps.

The Site stores a necessary preference in your browser to remember whether you allowed or declined analytics. This preference does not contain your name, contact details, or investment information. You can continue using the Site when analytics is declined.

If you select “Accept all,” the Site loads Google Analytics 4 using measurement ID G-KMQM4DFHJ4. Google Analytics may then use identifiers such as the _ga cookie and process usage and technical data, including pages viewed, visit timing, referring source, browser and device information, interactions, and approximate geographic information derived from the Internet Protocol address. We use this information to understand aggregate traffic and improve the Site.

Google Analytics does not load and no analytics event is sent before you grant consent. You may decline analytics or change your choice at any time through “Cookie Preferences” in the Site footer. Declining analytics does not restrict access to Site content. This implementation does not use Google Tag Manager, Google Ads tags, or third-party advertising pixels.

Otima Investments, LLC uses and discloses your personal information solely in furtherance of legitimate institutional business activities:

• To evaluate partnership inquiries and schedule introductory meetings with our managing partners;
• To deliver confidential investment decks, executive summaries, and track record documentation directly to verified inquirers;
• To provide compliance notices, tax documentation (Form K-1 notifications), and quarterly asset management reports to existing investors;
• To trusted third-party technology providers (such as cloud hosting, email delivery engines, and CRM systems) bound by contractual confidentiality agreements;
• To detect, prevent, and mitigate security threats, fraud, or regulatory violations;
• As required by applicable federal securities regulations, SEC inquiries, FINRA rules, or valid judicial subpoenas.

The Site may contain links to independent third-party platforms, such as our institutional investor portal (hosted via Juniper Square or equivalent specialized portal providers). When you navigate away from our Site or access the investor portal, your interactions are governed by the privacy practices and security terms of that third-party platform. We encourage you to review their terms before transmitting sensitive banking or tax details.

If you wish to stop receiving informational newsletters, research perspectives, or fund announcements from OTIMA, you may opt out at any time by clicking the unsubscribe link embedded in any email footer or by contacting us directly at investorrelations@otimainvestments.com. Opt-out instructions are processed promptly within 24 to 48 business hours.

We deploy industry-standard administrative, physical, and electronic security controls to safeguard personal information from unauthorized access, loss, or alteration. All web communications utilize TLS 1.3 encryption, and internal databases are protected by multi-factor authentication and role-based access restrictions.

While we take rigorous measures to safeguard data, no transmission over the public Internet can be guaranteed 100% immune from compromise. We urge you to safeguard your account credentials and transmission channels.

OTIMA is based in the United States and operates under the laws of the United States and the State of Texas. If you access the Site from outside the U.S. (including Latin America or the European Union), please note that your information will be transferred to, processed, and stored on secure servers located in the United States, where privacy regulations may differ from your local jurisdiction.

This Privacy Policy shall be governed by and construed in accordance with the substantive laws of the State of Texas, without regard to conflict of law principles. Any dispute arising under or in connection with this policy shall be resolved exclusively in the state or federal courts located in San Antonio, Bexar County, Texas.

Under applicable laws, you may have the right to request access to, correction of, or deletion of personal information held by us. To exercise your rights or submit a privacy inquiry:

Otima Investments, LLC

Data Protection & Regulatory Compliance

Physical Address

801 Indianola St, Suite 1
San Antonio, TX 78210, United States

Contact Channel

Email: investorrelations@otimainvestments.com
Website: www.otimainvestments.com