Effective from July 9, 2026
Thank you for using Tequila Financial, LLC’s (“Tequila Financial,” “we,” “us,” or “our”) website. This privacy policy (“Privacy Policy”) sets out how Tequila Financial uses and protects any information that you give when you use this website. Tequila Financial is committed to ensuring that your privacy is protected and, for that reason, we have adopted this Privacy Policy to explain our data collection, use, and disclosure practices for the Tequila Financial website, and any other tools, products, or services provided by Tequila Financial that link to or reference this Privacy Policy) (collectively, the “Website”). Should we ask you to provide certain information by which you can be identified when using this Website, you can be assured that it will only be used in accordance with this Privacy Policy.
This Privacy Policy applies to information Tequila Financial collects through the Website, as well as
other information provided to us online or offline by third parties, when we associate that
information with customers or users of the Website; however, it does not apply to
information collected from our employees, contractors, or vendors. Additionally, this
Privacy Policy does not apply to information collected from users by Tequila Financial in connection with Tequila Financial’s provision of financial products or services to the users of such services, as
such information is governed by Tequila Financial’s U.S. Financial Privacy Notice.
This Privacy Policy describes, among other things:
Tequila Financial may change this Privacy Policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. You can always check the “Last Updated” date at the top of this document to see when the Privacy Policy was last changed. If we make any material changes to this Privacy Policy, we will notify you by reasonable means, which may be by e-mail or posting a notice of the changes on our Website. We encourage you to check this Privacy Policy from time to time. IF YOU DO NOT AGREE TO CHANGES TO THIS PRIVACY POLICY, YOU MUST STOP USING THE WEBSITE AFTER THE EFFECTIVE DATE OF SUCH CHANGES (WHICH IS THE “LAST UPDATED” DATE OF THIS PRIVACY POLICY).
When you place an order, fill out a form, or otherwise register for or use our Website, we collect Personal Information. By “Personal Information” we mean information that can identify or reasonably be linked to an individual, such as:
Our Website may link with social media platforms, including X Corp. (formerly Twitter), LinkedIn, Facebook, and Instagram. When you link a social media account to our Website, then we may collect information about that social media account and share information with that social media account as described in the connection process. This collected information may include, but is not limited to, your name, email address, demographic information from your profile, friend lists, postings or other content, and your profile picture. You acknowledge and agree that we are not responsible for the data collection or use practices of any such connected social media platform. You should read each social media platform’s privacy policy before linking that social media account.
You may choose not to provide Personal Information, (subject to the controls offered by your personal device’s (e.g., mobile device, laptop, or desktop computer) operating system), but this may prevent you from receiving certain features of the Website.
We also collect non-Personal Information relating to the Website, that is, information that does not personally identify an individual. The non-Personal Information we collect includes how you interact with the Website, information generally collected or “logged” by Internet websites or Internet services when accessed or used by users, and information about your web browser or device accessing or using the Website.
Examples of the non-Personal Information we collect are:
We may use the information we collect from you for the following purposes:
For market research. We may contact you by email, phone, fax or mail to better understand market tendencies based on your personal information and/or demographic information supplied to us through our Website.
We may disclose your Personal Information to third parties as described below.
We may disclose Personal Information to provide the Website, or when you authorize or instruct us to do so, for example, when you use the Website to submit content or profile information. We may also disclose Personal Information and non-Personal Information to Service Providers. By “Service Providers” we mean companies, agents, contractors, service providers, or others engaged to perform functions on our behalf (such as processing of payments, provision of data storage, hosting of our website, marketing of our products and Website, and conducting audits). When we use a Service Provider, we require that the Service Provider use and disclose the Personal Information received from us only to provide their Website to us or as required by applicable law.
We may also disclose Personal Information and non-Personal Information to Online Tool Providers. By “Online Tool Provider” we mean a licensor of software that we include in, or use with, the Website, including an application program interface (“API”) or software development kit (“SDK”), that provides a specialized function or service to us and that requires the transmission of Personal Information and/or non-Personal Information to the Online Tool Provider.
We may also disclose your Personal Information and non-Personal Information to our affiliates (“Affiliates”). Affiliates of Tequila Financial include American Whiskey Funds LLC, CaskX, LLC, and Barrel Pick, LLC.
We may also disclose your Personal Information to third parties when we believe, in good faith and in our sole discretion, that such disclosure is reasonably necessary to (a) enforce or apply the terms and conditions of the Website, including investigation of potential violations thereof, (b) comply with legal or regulatory requirements or an enforceable governmental request, (c) protect the rights, property or safety of us, our users or other third parties, (d) submit insurance claims, cooperate with insurance investigations, and fulfil insurance subrogation activities, (e) prevent a crime or protect national security, or (f) detect, prevent or otherwise address fraud, security or technical issues.
Finally, we reserve the right to transfer information (including your Personal Information) to a third party in the event of a sale, merger, or transfer of all or substantially all of the assets of our Tequila Financial relating to the Website, or in the unlikely event of a bankruptcy, liquidation, or receivership of our business. We will use commercially reasonable efforts to notify you of such transfer, for example, via email or by posting notice on our website.
Lastly, we may also disclose non-Personal Information, aggregated with information about our other users, to our clients, business partners, merchants, advertisers, investors, potential buyers and other third parties if we deem such disclosure, in our sole discretion, to have sound business reasons or justifications.
We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
Protecting the privacy of the very young is especially important. For that reason, we never collect or maintain information on our Website from those we actually know are under 13, and no part of our website is structured to attract anyone under 13.
We use Google reCAPTCHA to help protect this Website from spam and abuse. The use of reCAPTCHA is subject to Google’s Privacy Policy and Terms of Service. By accessing or using this website, you agree to the processing of your data by Google reCAPTCHA for security purposes.
Every time you use the Website (e.g., access a webpage), we collect Personal Information and non-Personal Information (discussed above in Section 1) regarding that use. For example, to improve our Website, we collect how, when, and which parts of the Website or their features you use, and which social media platforms you connect to the Website. Also, we may use your device’s unique identifier (UDID) or other unique identifiers to assist us in collecting and analyzing this data.
To assist us in collecting and storing this non-Personal Information, we may employ a variety of technologies, including “cookies,” local browser storage, and “web beacons,” “pixels,” or “tags.” A cookie is a small amount of data a website operator, or a third party whose content is embedded in that website, may store in your web browser and that the website operator or, as applicable, the third party, can access when you visit the website. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. A web beacon, pixel or tag is a small, usually-transparent image placed on a web page that allows the operator of that image, which may be the operator of the website you visit or a third party, to read or write a cookie.
We use traffic log cookies to identify which pages of our Website are being used. This helps us analyze data about webpage traffic and improve our Website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.
Overall, cookies help us provide you with a better Website by enabling us to monitor which pages you find useful and which you do not. Your operating system and web browser may allow you to erase information stored in cookies and local browser storage. But if you do so, you may be forced to login to the Website again, and you may lose some preferences or settings. You may also be able to set your browser to refuse all website storage or to indicate when it is permitted, but some features of our Website may not function properly without it. We may use cookies to keep you logged in, save your preferences for the Website, and to collect information about how you use our Website.
More information about managing cookies is available here. To learn how to manage privacy and storage settings for your local browser storage, please refer to the end user documentation for your browser.
Online Tool Providers, cookies, web beacons, pixels, tags, and similar third party technologies are collectively referred to herein as “Tracking Technologies.” Tracking Technologies may have the right to use Personal Information and Non-Personal Information about you for their own business purposes. The use and disclosure of Personal Information and Non-Personal Information by thirty party Tracking Technologies are described in their respective privacy policies. Tracking Technologies may collect information automatically, in which case the Personal Information and Non-Personal Information it receives are subject to the Tracking Technology’s privacy policy. Some Tracking Technologies may allow you to opt out of certain collection and/or uses of your information. For more information about the privacy practices of the Tracking Technologies that we currently use (and/or that we reserve the right to use), please see below:
Our Website uses a cookie consent banner to give you control over your data. You can choose to (a) “Accept All” Tracking Technologies used on our Website, (b) “Reject All” non-essential Tracking Technologies used on our Website, or (c) manage your preferences through the “Preferences” option . The “Preferences” option allows you to customize which types of Tracking Technologies you permit, such as statistics or marketing, by enabling or disabling specific categories.
Our Website may contain links to other third-party services, apps, or websites of interest. However, once you have used these links to leave our Website, you should note that we do not have any control over that other website. Therefore, we cannot be responsible or liable for the protection and privacy of any information which you provide while visiting such sites and such sites are not governed by this Privacy Policy. You should exercise caution and look at the privacy or security policies or practices or the content of such third parties so that you understand how they collect, use, share and protect your information .
We also must disclaim any responsibility for the content and activities of any posted linked sites. We do, however, seek to protect the integrity of our Website and welcome any feedback about your experience with these linked sites.
You may choose to restrict the collection or use of your Personal Information in the following ways:
By using our Website, you consent you have read and understand our Privacy Policy.
Please also visit our Terms and Conditions section establishing the use, disclaimers, and limitations of liability governing the use of our Website.
To ask questions about our Privacy Policy or to lodge a complaint, contact us at:
Tequila Financial LLC
9720 Wilshire Boulevard,
Suite 204
Beverly Hills, CA 90212
Phone: +1 (310) 807-5060
Email: privacy@tequilafinancial.com
Tequila Financial is a platform that enables individual investors to purchase full barrels of tequila and hold while it ages into extra añejo tequila
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SAFE HARBOR STATEMENT – Certain statements on this website constitute forward-looking statements. These statements are based on current expectations and assumptions and involve known and unknown risks, uncertainties, and other factors that may cause actual results, performance, or returns to differ materially from those expressed or implied. Words such as “believe,” “estimate,” “expect,” “intend,” “anticipate,” “plan,” “seek,” “may,” “will,” “could,” and similar expressions are intended to identify forward-looking statements. Forward-looking statements reflect our views only as of the date made and are based on information currently available, which is subject to change. Any references to potential appreciation, value growth, exit opportunities, market demand, or projected returns are illustrative only and are not guarantees of future performance. Examples, projections, or scenarios presented on this website are hypothetical and provided for informational purposes only. Actual results may vary significantly. Investments involving tequila, agave spirits, or related assets involve substantial risks, including but not limited to: the highly regulated nature of tequila production in Mexico, including Denomination of Origin requirements, NOM-006 standards, and oversight by the Consejo Regulador del Tequila (CRT); changes in Mexican, U.S., or international laws or trade policies; currency exchange fluctuations; agricultural risks affecting agave supply and pricing; production, maturation, storage, and operational risks such as evaporation loss, barrel leakage, contamination, theft, casualty, or natural disasters; limitations in bottling or export capacity; competition; changing consumer preferences; insurance coverage limitations; and the absence of a public market for aged tequila or tequila barrels, which may limit liquidity and require extended holding periods. Nothing on this website constitutes investment, legal, tax, or accounting advice, nor does it constitute an offer to sell or a solicitation of an offer to buy any security. Any offering will be made only pursuant to definitive offering documents and only in jurisdictions where permitted by law. Prospective investors should consult their own professional advisers before making any investment decision. Tequila Financial undertakes no obligation to update or revise any forward-looking statements to reflect subsequent events or circumstances.
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