Accredited Investor Threshold 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: One of the following.
    • Investment professionals in good standing holding a Series 7, 65, or 82 license.
    • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company).
    • Any “family client” of a “family office” that qualifies as an accredited investor.
For more information please view the SEC’s accredited investor page here.
For Accredited Investors

For Accredited Investors

* Please fill out required fields in their entirety

Name
Name
First
Last

Information provided with be maintained in accordance with our privacy policy.

By providing your contact information you agree to receive information on the Endowment Index®.