Due to SEC regulations, we need to know if you are an accredited investor
If you are an accredited investor (or if you are not sure), check out our current offerings and we’ll follow up to make sure we’re a match.
- Income: You need to have an annual income of at least $200,000, or $300,000 if combined with a spouse’s income. This needs to be sustained from year to year.
- Skills: If you work in investments professionally (as an advisor or broker-dealer for example) or hold a valid Series 7, 65, or 82 license you can qualify as an accredited investor.
- Net Worth: If you have a net worth of $1 million or more (individually or with a spouse) not including the value of a primary residence.
If you meet any one of these criteria, then you qualify!