Privacy Policy

Effective Date: May 12, 2025

Company: Pine Oak Partnership LLC

Address: 10511 Encino Pass Trail, Houston, TX 77064

Website: https://pineoakpartnership.com

1. Introduction and Scope

Pine Oak Partnership LLC (“Pine Oak,” “we,” “us,” or “our”) respects your privacy and is committed to safeguarding the personal information you entrust to us. This Policy applies to all personal information collected through our website, forms, emails, and SMS communications in connection with https://pineoakpartnership.com and related services (the “Services”). It is designed to satisfy, among others:

  • Twilio A2P 10DLC Requirements (consent restrictions, opt-out mechanisms)

  • California Online Privacy Protection Act (CalOPPA)

  • California Consumer Privacy Act (CCPA)

By accessing or using our Services, you acknowledge you have read and agree to this Policy.

2. Key Definitions

  • “Personal Information” means information that identifies, relates to, or is capable of being associated with an individual consumer or household—including Name, Email Address, and Phone Number.

  • “Sales” or “Sharing” under CCPA includes disclosure of Personal Information to third parties in exchange for valuable consideration or certain cross-context behavioral advertising; Pine Oak does not engage in either.

  • “Sensitive Personal Information” (e.g., government IDs, financial account info)—we do not collect any.

  • “Processing” covers collection, use, storage, disclosure, or deletion of Personal Information.

3. Information We Collect

3.1 Voluntary Submission

When you submit a form or contact us by email/SMS, we collect:

  • Name

  • Email address

  • Phone number

3.2 Technical and Log Data

We do not deploy cookies, Google Analytics, Facebook Pixel, retargeting scripts, or other digital analytics software. However, our hosting provider may maintain minimal server logs (IP address, date/time stamp, requested URL) solely for security, troubleshooting, and infrastructure maintenance. These logs are not linked to your Personal Information.

4. How We Use Your Information

We use your Personal Information for the following business-critical purposes:

  1. Service Delivery & Communication

    • Responding to inquiries, processing form submissions, and sending follow-up emails or SMS.

    • SMS messages include opt-out instructions (e.g., “Reply STOP to unsubscribe”), in compliance with Twilio A2P and TCPA.

  2. Legal Compliance

    • Satisfying tax, accounting, and record-keeping requirements.

    • Responding to lawful requests from public authorities.

  3. Internal Operations & Security

    • Protecting against fraud and abuse.

    • Maintaining the integrity and security of our platform.

We will never use your Personal Information for any other purpose—such as marketing to you via third parties—unless you provide your explicit, affirmative consent.

5. Data Retention and Deletion

  • Retention Period. We retain your Personal Information only as long as necessary to fulfill the purposes outlined above or to comply with legal obligations (e.g., tax audits), but in no event longer than 24 months from last contact.

  • Deletion Requests. Under CCPA, California residents may request deletion of their Personal Information. We will comply within 45 days of receipt, unless an exception applies (e.g., information necessary to complete a transaction or defend legal claims).

6. Sharing and Disclosure of Personal Information

Twilio’s A2P registration mandates that consent “cannot be sold, shared, or transferred, not even to affiliates.” Pine Oak complies fully:

  1. Service Providers. We may disclose Personal Information to trusted third parties who perform services on our behalf—such as email/SMS delivery vendors, IT support, and legal/accounting advisors—solely to the extent necessary to perform their services. Each such provider is bound by contractual confidentiality and data-protection obligations.

  2. Business Transfers. In connection with a merger, acquisition, sale of assets, or corporate restructuring, we may transfer Personal Information, provided the recipient agrees to abide by this Policy.

  3. Legal and Regulatory Authorities. We may disclose Personal Information to law enforcement, courts, or government agencies if required by law (e.g., subpoena, court order, or regulatory inquiry).

  4. With Your Consent. We may share your Personal Information with other third parties only if you have given us explicit, affirmative consent for that specific purpose.

We do not sell or share Personal Information for marketing or advertising purposes.

7. Your Rights and Choices

7.1 California Consumer Rights

If you are a California resident, you have the right to:

  • Know what categories of Personal Information we have collected, used, shared, or sold.

  • Access a copy of that Personal Information.

  • Delete your Personal Information, subject to exceptions.

  • Opt Out of any future sale or sharing of your Personal Information—though Pine Oak does not sell or share data.

  • Non-Discrimination. We will not retaliate or discriminate against you for exercising any of these rights.

To exercise any right, please submit a request to privacy@pineoakpartnership.co or via postal mail to our address above. We will verify your identity before fulfilling your request.

7.2 Opt-Out from Communications

  • Email. Each marketing or informational email will include an “unsubscribe” link.

  • SMS. Every message includes “Reply STOP” to opt out; after receiving your opt-out request, we will cease SMS communications promptly.

8. Security Measures

We implement and maintain appropriate technical and organizational safeguards, including:

  • Encryption in Transit. All data transmitted between you and our servers is secured using TLS.

  • Encryption at Rest. Personal Information is encrypted when stored.

  • Access Controls. Role-based access ensures only authorized personnel can view Personal Information.

  • Periodic Audits & Training. Regular security assessments and employee training on data-protection best practices.

9. International Transfers

While Pine Oak operates in the United States, data may be processed or stored on servers located in the U.S. or in jurisdictions that provide an adequate level of protection. Whenever we transfer Personal Information internationally, we ensure appropriate safeguards (e.g., standard contractual clauses) are in place.

10. Children’s Privacy

Our Services are intended for individuals aged 13 or older. We do not knowingly collect Personal Information from anyone under 13. If we become aware that we have inadvertently collected such information, we will promptly delete it and terminate any related account.

11. Third-Party Links and Integrations

Our Services may contain links to third-party websites or resources. This Policy does not apply to those websites; please review their privacy policies separately. Pine Oak is not responsible for the content or privacy practices of third parties.

12. Changes to This Policy

We may update this Policy to reflect changes in our practices or legal requirements. When we do, we will:

  1. Revise the “Effective Date” at the top.

  2. Post the updated Policy on this page.

  3. Notify you via email or prominent notice on our site if changes are material.

13. Contact Information

For questions, requests, or concerns about this Privacy Policy or our practices, please contact our Privacy Officer:

  • Email: privacy@pineoakpartnership.co

  • Mailing Address:

    Pine Oak Partnership LLC

    Attn: Privacy Officer

    10511 Encino Pass Trail

    Houston, TX 77064