Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Name, address, and contact information
- Demographic information, such as date of birth, nationality, and tax residency
- Social Security number and/or driver’s license, passport, or other government ID number
- Employment and professional information
- Financial and other information needed to open or maintain an account or use our services, such as account balances, transaction history, and financial dependents
- Income and assets
- Device ID and IP address, OS version type, browser version and type, geolocation, and information on how you interact with us
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons William Blair chooses to share; and whether you can limit this sharing.
For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes
No
For our marketing purposes—
to offer our products and services to you
Yes
No
For joint marketing with other financial companies
Yes
No
For our affiliates’ everyday business purposes—
information about your transactions and experiences
Yes
No
For our affiliates’ everyday business purposes—
information about your creditworthiness
No
N/A
For our affiliates to market to you
Yes
Yes
For nonaffiliates to market to you
No
N/A
- Call (toll free) 1-800-481-8090 or email privacy@williamblair.com
Please note:
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
Email privacy@williamblair.com or go to www.williamblair.com
Who is providing this notice?
William Blair and Company, L.L.C., the group of companies operating under the brand name of William Blair, and all of their affiliates, branches, and representative offices.
How does William Blair protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does William Blair collect my personal information?
We collect your personal information, for example, when you:
- correspond with us
- give us your contact information
- open an account or seek advice about your investments
- tell us about your investment or retirement portfolio or earnings
- use William Blair’s websites and/or mobile applications (including the My William Blair mobile application)
- become a beneficiary of a trust or an estate
- otherwise interact with us, use our services, or provide information in connection with your relationship with us
We also collect your personal information from other sources such as organizations which we use to perform anti-money laundering identity verification and negative news screening.
Why can’t I limit all sharing?
Federal law gives you the right to limit only:
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See “Other important information” below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account unless you tell us otherwise.
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Our affiliates include William Blair & Company, L.L.C, William Blair Investment Management, L.L.C, William Blair International, Ltd., William Blair Investment Services (Zurich) GmbH, William Blair B.V., Wo Bai Business Consulting (Shanghai) Co., William Blair CEMD, LLC, William Blair MB Investments GP, L.L.C., William Blair Advanced Strategies, L.L.C., WBC Holdings, L.P., William Blair International (Singapore) Pte. Ltd., and all of their branches and representative offices.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Nonaffiliates with whom William Blair shares your information for the reasons identified above include service providers that provide services on William Blair’s behalf, including IT service providers; legal and other professional advisors and auditors; regulators and law enforcement agencies.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
William Blair does not currently have any joint marketing partners.
Other important information
For California residents only.
In accordance with California law (to the extent applicable), we will not disclose information we collect about you with companies outside of William Blair, unless the law allows. For example, we may disclose information to service your accounts, to provide rewards or benefits you are entitled to, or to provide you with targeted advertising (to the extent you have not opted out of such advertising). We will limit disclosing information among our companies to the extent required by California law. We collect personally identifiable information from online customers when those customers use William Blair’s websites and/or online services (including mobile applications). This information includes, but is not limited to, customer names, email and mailing addresses, phone numbers, and social security numbers. William Blair also does not Share (as defined by the California Consumer Privacy Act of 2018 (“CCPA”)) personally identifiable information with third-party persons or entities in the event the customer opts out of such Sharing, unless otherwise authorized by applicable law. If William Blair’s online customers wish to change the contents of the personally identifiable information previously supplied to William Blair, those customers may do so by contacting their William Blair representative and requesting the change. Alternatively, some websites and online services offered by William Blair permit customers to change the contents of their personally identifiable information online. William Blair cannot guarantee protection from web-based criminal conduct that could result in the collection of an online customer’s personally identifiable information by an outside party.
For Nevada residents only.
In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, you may contact William Blair & Company, L.L.C., 150 North Riverside Plaza, Chicago, Illinois 60606; Phone number: 1-800-481-8090; email: privacy@williamblair.com, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101; Phone number: (702) 486-3132; email: BCPlNFO@ag.state.nv.us.
For EU and UK Customers only.
Under certain circumstances, you have the right to i) ask for us to correct inaccurate personal information, and to have any incomplete information completed and for us to pass this on to other recipients of your personal information; ii) request erasure of your personal information and for us to pass this on to other recipients of your personal information; iii) request the restriction of processing and for us to pass this on to other recipients of your personal information; iv) obtain from us confirmation as to whether or not your personal information is being processed and where that is the case, access your personal information and details regarding the processing of that information; v) not to be subject to a decision based solely on automated processing, including profiling, which produces legal effects concerning you or similarly significantly affects you; vi) where the processing is based on your consent, object to processing and/or withdraw your consent without affecting the lawfulness of processing based on consent before its withdrawal; and vii) request us to transfer your information to another party. You may make a complaint if you believe that we have not complied with our data protection obligations. We hope that you will be able to resolve this issue with us directly by contacting us via email at privacy@williamblair.com. However, you also have the right to complain to a data protection authority about our collection and use of your Personal Data. For more information, please contact your local supervisory authority. We may request that you prove your identity by providing us with a copy of a valid means of identification in order for us to comply with our security obligations and to prevent unauthorized disclosure of information. We reserve the right to charge you a reasonable administrative fee for any manifestly unfounded or excessive requests concerning your access to your information, and for any additional copies of the personal information you request from us. We endeavor to respond to any requests or complaints within a month or less, although we reserve the right to extend this period for complex requests.
Rev. June 2026