What Is An Accredited Investor?
Tired of gambling your life savings away in the stock market? Accredited investors have the flexibility to invest freely in non-traditional assets such as real estate that have the potential to outperform stocks, bonds, and other traditional asset classes. The accredited investor designation applies to individuals and corporations that satisfy the following criteria as defined by the U.S. Securities and Exchange Commision.
Criteria for Individuals
Financial Criteria
- Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
- Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Professional Criteria
- Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
- Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
- Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
Criteria for Entities
Investments
- Entities owning investments in excess of $5 million
Assets
- The following entities with assets in excess of $5 million: corporations, partnerships, LLCs, trusts, 501(c)(3) organizations, employee benefit plans, “family office” and any “family client” of that office
Owners as Accredited
- Entities where all equity owners are accredited investors
Investment Advisors
- Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Financial Entities
- A bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company
Interested In Investing With Us?
We provide investment opportunities at no cost to investors, however these opportunities are limited to individuals and entities that meet at least one of the criteria outlined above. If you qualify and are interested in learning more about how we can help you achieve your financial goals, we kindly ask that you complete and submit the registration form below.