Accredited Investor

Edited

Do I need to be an accredited investor?

No, but certain opportunities are exclusive to accredited investors.

What are the accreditation rules for individuals and entities?

  • Individuals: Must have (1) a net worth over $1 million (excluding primary residence), or (2) income exceeding $200,000 (or $300,000 with spouse) in each of the last two years, with a reasonable expectation of the same in the current year.

  • Entities: Must have (1) total assets over $5 million, or (2) all equity owners who are accredited investors. Certain trusts or entities with $5 million in investments may also qualify.

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