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Are you an Accredited Investor?

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Common Ways to Qualify as an Accredited Investor in the U.S.

Individuals:

  • with a net worth, or joint net worth with spouse, over $1,000,000 (excluding primary residence); and/or

  • with income over $200,000, or joint income together with spouse over $300,000, in each of the last two calendar years, and who reasonably expect to have such income in the current calendar year; and/or

  • who are holders of Series 7, Series 82, or Series 65 licenses.

Trusts:

  • that have total assets over $5,000,000, were not formed for the specific purpose of investing in the issuing entity, and are directed by a person who has such knowledge and experience in financial and business matters as to be capable of evaluating the merits and risks of investing in the issuing entity; or

  • that are revocable (including a revocable trust formed for the specific purpose of acquiring an interest in the issuing entity) and the grantor or settlor of such trust is an Accredited Investor.

Other entities:

  • that have total assets over $5,000,000 and were not formed for the specific purpose of investing in the issuing entity; and/or

  • in which each equity owner is an Accredited Investor.