Privacy Policy

Effective Date: September 1^st, 2026

Charrette Advisory, LLC (“Charrette Advisory,” “Charrette,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit this website, submit an inquiry, or otherwise communicate with us through the website (collectively, the “Site”).

This policy applies to information collected through the Site and related website communications. Information exchanged during a client engagement may also be governed by a consulting agreement, confidentiality agreement, data-processing agreement, business associate agreement, or other written agreement. Where such an agreement conflicts with this Privacy Policy, the written agreement will govern the information covered by that agreement.

1. Information We Collect

Information You Provide

We collect information that you voluntarily provide when you:

• Submit the Site’s contact form;
• Contact us by email or telephone;
• Request information about our services; or
• Communicate with us about a potential engagement or business relationship.

This information may include:

• Your name;
• Email address;
• Telephone number, if provided;
• Company, institution, title, or professional affiliation, if provided;
• The contents of your message; and
• Other information you choose to provide.

Contact-form submissions may be transmitted to Charrette by email and may also be retained by the website platform or in our business records.

The current Site does not offer public user accounts, public comments, online payment processing, or public media uploads.

Information Collected Automatically

When you visit the Site, our hosting provider and website systems may automatically collect technical and usage information, including:

• Internet Protocol address;
• Browser type and version;
• Device type and operating system;
• Referring website or page;
• Pages visited and approximate time spent on the Site;
• Date and time of access;
• General geographic information derived from an IP address; and
• Error, performance, and security logs.

This information is generally collected through server logs, cookies, and similar technologies used to operate, secure, and maintain the Site.

2. How We Use Information

We may use personal information to:

• Respond to inquiries and requests;
• Evaluate and discuss potential consulting engagements;
• Schedule meetings and maintain business correspondence;
• Provide information about Charrette and its services;
• Operate, maintain, secure, and improve the Site;
• Diagnose technical problems and prevent fraud, misuse, or security incidents;
• Maintain appropriate business and legal records;
• Protect Charrette’s rights, property, personnel, and users;
• Comply with applicable laws, regulations, legal processes, and professional obligations; and
• Complete a business transaction such as a merger, acquisition, financing, restructuring, or sale of assets.

We may use aggregated or deidentified information for research, operational, security, and website-improvement purposes, provided that the information cannot reasonably be used to identify an individual.

3. Cookies and Similar Technologies

The Site may use cookies and similar technologies that are necessary for basic functionality, security, performance, and delivery of website content.

You can configure your browser to block or delete cookies. Blocking essential or functional cookies may affect how certain portions of the Site operate.

Charrette does not currently use personal information collected through the Site for targeted or cross-context behavioral advertising. If we introduce analytics, advertising, or other nonessential tracking technologies, we will update this Privacy Policy and provide consent or opt-out controls where required by law.

4. How We Disclose Information

We may disclose personal information to the following categories of recipients:

Service Providers

We may use service providers to support website hosting, form processing, email delivery, information technology, cybersecurity, website maintenance, data storage, and other business operations. These providers may access personal information only as needed to perform services for Charrette.

Professional Advisers

We may disclose information to attorneys, accountants, insurers, auditors, consultants, and other professional advisers when reasonably necessary.

Legal and Safety Requirements

We may disclose information when we reasonably believe disclosure is necessary to:

• Comply with applicable law, regulation, subpoena, court order, or other legal process;
• Respond to a lawful request from a government authority;
• Enforce our agreements or Terms of Use;
• Investigate fraud, security incidents, or unlawful activity; or
• Protect the rights, safety, or property of Charrette or another person.

Business Transactions

Information may be disclosed or transferred in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, including negotiations concerning such a transaction.

With Your Direction or Consent

We may disclose information for another purpose when you direct us to do so or provide consent.

5. Sale and Sharing of Personal Information

Charrette does not sell personal information for monetary consideration.

Charrette also does not currently share personal information collected through the Site for cross-context behavioral advertising or targeted advertising. If these practices change, we will update this policy and provide legally required opt-out mechanisms.

6. Healthcare and Sensitive Information

The Site and its general contact form are not designed to receive protected health information, patient-identifiable information, medical records, or other regulated clinical data.

Please do not submit:

• Patient names or identifiers;
• Medical records or test results;
• Individually identifiable health information;
• Genetic or genomic data associated with an identifiable individual;
• Social Security numbers;
• Financial account information;
• Passwords or access credentials; or
• Trade secrets or other highly sensitive information.

The Site is not a secure clinical communication channel. If a Charrette engagement requires the exchange of health information or other regulated data, appropriate contractual, technical, and organizational safeguards will be established separately.

7. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, evaluating potential engagements, maintaining business records, resolving disputes, enforcing agreements, and satisfying legal, tax, insurance, or compliance obligations.

Retention periods may vary depending on the nature of the information and the reason it was collected. When information is no longer reasonably required, we may delete, anonymize, or securely dispose of it.

8. Data Security

Charrette uses reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, email transmission, information system, or storage method can be guaranteed to be completely secure. You provide information through the Site at your own discretion and should avoid submitting sensitive or confidential information through an unsecured channel.

9. Your Privacy Rights and Choices

Depending on your location and applicable law, you may have the right to:

• Request access to personal information we maintain about you;
• Request correction of inaccurate information;
• Request deletion of personal information;
• Obtain a copy of certain information in a portable format;
• Restrict or object to certain processing;
• Withdraw consent where processing is based on consent;
• Opt out of certain disclosures or uses;
• Appeal the denial of a privacy request; and
• Receive equal service without unlawful discrimination for exercising a privacy right.

To submit a privacy request, contact us using the information provided below. We may need to verify your identity before completing a request. An authorized agent may submit a request where permitted by law, subject to appropriate verification.

These rights may be subject to exceptions. For example, Charrette may retain information needed to comply with law, complete a requested transaction, maintain security, protect legal rights, or fulfill an existing contractual obligation.

10. California Residents

Where the California Consumer Privacy Act or another California privacy law applies, California residents may request information about the categories and specific pieces of personal information collected, the sources and purposes of collection, the categories of recipients, and the deletion or correction of qualifying personal information.

Charrette does not sell personal information or share it for cross-context behavioral advertising. We will not unlawfully discriminate against an individual for exercising an applicable privacy right.

California residents may submit a request using the contact information below.

11. European Economic Area and United Kingdom

Where European or United Kingdom data-protection law applies, Charrette may process personal information under one or more of the following legal bases:

• Our legitimate interests in operating the Site, responding to business inquiries, protecting our systems, and managing professional relationships;
• Taking steps at your request before entering into a contract;
• Performing a contract with you or your organization;
• Your consent, where consent is requested; or
• Compliance with a legal obligation.

You may also have the right to lodge a complaint with the data-protection authority in the country where you live or work.

12. International Processing

Charrette is based in the United States. Personal information submitted through the Site may be processed and stored in the United States or another country in which our service providers operate.

Data-protection laws in those jurisdictions may differ from those in your country. Where required, Charrette will use appropriate safeguards for international transfers of personal information.

13. Children’s Privacy

The Site is intended for business and professional audiences and is not directed to children under 13. Charrette does not knowingly collect personal information from children under 13 through the Site.

If you believe a child has submitted personal information to us, please contact us so that we can evaluate and, where appropriate, delete the information.

14. Third-Party Websites and Embedded Content

The Site may contain links to or embedded content from third-party websites and services. Those third parties may collect information under their own privacy policies.

Charrette does not control and is not responsible for the privacy, security, or data-handling practices of third-party websites. We encourage you to review their privacy policies before providing information.

15. Changes to This Privacy Policy

Charrette may revise this Privacy Policy as our practices, services, technologies, or legal obligations change. The updated policy will be posted on this page with a revised effective date.

Material changes may also be communicated through the Site or by another appropriate method where required by law.

16. Contact Us

Questions or requests concerning this Privacy Policy or Charrette’s privacy practices may be directed to:

Charrette Advisory
Email: Contact@CharretteAdvisory.com