Privacy Policy

Updated 1/13/2023

You are a valued customer and we strive to meet your privacy concerns. We want to make sure your personal information is protected and that you understand the policies that protect you.

NXSTEP’s Privacy Policy is designed to comply the Gramm-Leach-Bliley Act and Regulation S-P. The Privacy Policy sets forth the manner in which the NXSTEP collects, utilizes and maintains nonpublic personal information about its customers. Nonpublic personal information means personally identifiable information that is not publicly available.

Information We May Collect

NXSTEP collects certain nonpublic personally identifying information which may include: an individual’s name, address, social security number or tax identification number, bank account information, and investment information about its customers through a variety of means, such as subscription documents, investor questionnaires, and in person meetings.

It is NXSTEP’s policy to require that all employees and those providing services on the NXSTEP’s behalf, keep customer nonpublic personal information confidential.

Information We Disclose

NXSTEP does not disclose nonpublic personal information to anyone except:

  • To service providers in connection with the administration, servicing or processing of a customer which may include attorneys, accountants, auditors, fund administrators and other professionals;
  • To respond to a subpoena or court order, judicial process or regulatory authorities;
  • To protect against fraud, unauthorized transactions (such as money laundering), and claims of other liabilities;
  • Upon the consent of the customer to release such information; and
  • As permitted by law.

Security of Your Information

NXSTEP maintains safeguards to protect customer nonpublic personal information. NXSTEP maintains physical, administrative and technical safeguards. NXSTEP restricts access to customer personal and account information to those employees on a need to know basis. NXSTEP also reviews all third-party agreements with service providers to ensure compliance with standards of security and confidentiality. NXSTEP’s Privacy Policy applies to clients, investors, former clients, and former investors.


We may use third-party Service providers to monitor and analyze the use of our Service.

  • Google Analytics Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network. You can opt-out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js and dc.js) from sharing information with Google Analytics about visits activity. For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page:

Changes to This Privacy Notice

NXSTEP reserves the right to change this Privacy Notice at any time. If we make material changes, we will provide current customers a new notice that describes the new practices.

Contact Info

NXSTEP Opportunity Partners

100 Congress, Suite 1600

Austin, TX 78701