Privacy Policy

Stralem Fund (the “Trust”) recognizes and appreciates the importance of respecting the privacy of our clients.  The Trust is committed to safeguarding against unauthorized disclosure of, or access to, client information.  This Privacy Statement sets forth the Trust's current policies and practices with respect to nonpublic personal information of our clients and former clients.  Please be aware that the Trust may change this policy periodically.  If the Trust does, the Trust will notify you.

The Trust limits the collection, retention and use of individual client information to the minimum amount required to properly serve you.  The Trust may collect - directly and from applications or other forms - personal nonpublic information about clients, such as name, address, social security number, information about our clients' finances and transactions with the Trust and the Trust's affiliates. 

The law permits us to share, and the Trust will share your information described above with unaffiliated third parties that provide processing and support services on our behalf.  Otherwise, unless the Trust has your consent, the Trust will not share your personal information except as required or permitted by law (including to satisfy anti-money laundering compliance policies).

The Trust emphasizes to our employees the confidential nature of client information and the high level of importance the Trust places on maintaining confidentiality.  The Trust restricts access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. Any employee who is authorized to possess “consumer report information” for a business purpose is required to take reasonable measures to protect against unauthorized access to or use of the information in connection with its disposal. To the extent that the Trust outsources processing functions and support services to unaffiliated third parties, the Trust limits the information available to them to information necessary or appropriate to offer such processing and support services.  The Trust requires that these third parties hold the information the Trust provides in confidence, subject to our security standards and only for approved purposes. 

In addition to protecting your privacy, the Trust is committed to keeping your nonpublic personal information secure by maintaining physical, electronic, and procedural safeguards designed to protect your personal information from unauthorized access or improper use.

Stralem Fund
645 Madison Avenue
New York, NY 10022
Phone: (212) 888-8123
Fax: (212) 888-8152
Email Ms. Paccione, Chief Compliance Officer,
Senior Assistant Treasurer/Secretary