Privacy Policy

Effective date: July 19, 2026

CalTex Capital, LLC (“CalTex,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect personal information in connection with our website, digital services, and related interactions.

This Privacy Policy is intended for a United States audience and may be updated from time to time. The version posted on our website is the version then in effect.

Key points at a glance

We do not sell personal information.
We do not use marketing cookies for cross-context behavioral advertising (for example, ad-network retargeting across unrelated sites).
We may share information with service providers (for example, website hosting, email delivery, IT, and professional advisors) as needed to operate our website and respond to you.
Contact inquiries are used to respond to that inquiry only—not for unrelated marketing campaigns—except as otherwise described in this Policy.
You can manage optional cookies in Privacy Settings.

1. Who we are

CalTex Capital, LLC is a single-family investment office engaged in making direct private equity and credit investments and providing related corporate advisory services to management teams and businesses.

Privacy inquiries

Please use our Contact page (select Privacy Request as the inquiry type when applicable) or call (713) 487-9910.

CalTex Capital, LLC
Three Riverway Drive, Suite 1800
Houston, Texas 77056

2. Scope

This Privacy Policy applies to personal information we process in connection with:

Our public website at caltexcapital.com;
Contact forms, telephone, email, and similar communications;
Other interactions you initiate with us through our website or in connection with our business activities described on the site.

This Policy does not apply to third-party websites or services that we do not control, even if linked from our site.

3. Website

Our primary public website is caltexcapital.com. References to the “CalTex Website,” “our website,” or “our digital services” in this Policy and our Terms of Use mean that site and any pages we operate under that domain. We do not operate a separate network of consumer product portals or partner login domains as part of this Policy.

4. Personal information we collect

Depending on how you interact with us, we may collect the categories below.

Category	Examples
Identity and contact	Name, postal address, email address, telephone numbers
Business and inquiry details	Company name, role, inquiry type, and information you provide about an investment opportunity, partnership, advisory matter, or other request
Communications	Content of inquiries and records of emails, calls, or messages about your inquiry or relationship with us
Technical and usage	IP address, browser type, device information, pages viewed, dates/times of access, referring URLs, and similar data collected via cookies or similar technologies (see Privacy Settings and our Cookie Notice)

What we do not collect: We do not collect Social Security numbers or dates of birth through our ordinary website contact processes described in this Policy. We do not request payment card numbers through our public website contact form.

5. Sources of personal information

Directly from you (forms, email, phone);
From our systems and service providers that support hosting, communications, and operations;
Automatically from your browser or device when you use our website.

6. How we use personal information

We use personal information to:

Respond to inquiries and conduct related follow-up about investment, partnership, advisory, or other business matters;
Operate, secure, and improve our website;
Maintain security, prevent fraud and abuse, and protect our rights and users;
Comply with law, regulation, and professional obligations;
Improve our website and operations (including analytics when enabled);
Send communications about our products, services, and content where permitted, with an easy opt-out option where required;
Send promotional text messages or place promotional calls only where we have appropriate consent.

We do not sell personal information. We do not share personal information for cross-context behavioral advertising (for example, we do not use advertising network pixels to retarget you across unrelated third-party sites).

We may share personal information with:

Service providers that perform services for us (for example, hosting, IT, communications, security, and document or operations support) under appropriate contractual obligations;
Professional advisors and authorities where required or appropriate (legal counsel, auditors, regulators, courts, law enforcement);
Other parties with your direction or consent, or as otherwise disclosed at the time of collection.

We do not share personal information with insurance carriers, insurance agents, plan administrators, or similar distribution partners for the purpose of selling or administering consumer insurance or protection contracts, because that is not our business model.

8. Inquiry-related and marketing communications

Situation	How we may contact you
Contact form or similar request	Email, call, or text about that inquiry only. We do not use that contact path for unrelated marketing campaigns.
Business relationship — operational messages	About a matter you raised, an ongoing discussion, required notices, and similar operational or professional communications without a separate marketing opt-in.
Promotional email	Where permitted, we may send promotional emails about our products, services, or content. You may unsubscribe at any time using the link in the email or by contacting us.
Promotional SMS or calls	Only with your opt-in consent, subject to applicable law. You may revoke consent as described in the message or by contacting us.

9. Cookies and similar technologies

We use cookies and similar technologies as described in Privacy Settings and our downloadable Cookie Notice. You can manage optional cookie categories in Privacy Settings. Strictly necessary cookies are required for the site to function.

We may use analytics tools (for example, Google Analytics) to understand how our site is used. Analytics, when enabled, is treated as an optional category (off by default on this site until we enable it and update this notice as needed). We do not use marketing/advertising cookies for cross-context behavioral advertising.

10. Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Policy, including to respond to inquiries, maintain business records, resolve disputes, and meet legal, accounting, and compliance requirements. Retention periods vary by record type.

11. Security

We maintain administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure. Please protect your devices and credentials.

12. Your choices and requests

Subject to applicable law, you may:

Request access to or correction of certain personal information we hold about you;
Unsubscribe from promotional email;
Manage cookie preferences in Privacy Settings;
Contact us with privacy questions via our Contact page or by telephone.

We may need to verify your request and may retain certain information as required or permitted by law.

13. Children

Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe we have collected such information, contact us and we will take appropriate steps to delete it.

14. Third-party links

Our site may link to third-party sites for convenience. Their privacy practices are governed by their own policies.

15. Changes to this Policy

We may update this Privacy Policy from time to time. The effective date will be revised when we post changes. Continued use of our digital services after an update constitutes acceptance of the revised Policy where permitted by law.

16. Contact

For privacy questions or requests, please use our Contact page (select Privacy Request when applicable) or call (713) 487-9910.