AM I AN ACCREDITED INVESTOR?

What is an Accredited Investor?

Don’t worry if you don’t know. We’ll help you figure it out by simply asking you a series of questions. Then if you do qualify, we’ll also let you know what information you’ll need to provide in order to verify your status as an accredited investor.

Before we look at the specific criteria used to determine if you are an accredited investor, we must first determine if you would like to qualify as an individual or as an entity. The qualification criteria is different for for individuals than for entities.

Individual

  • A single person
  • A married couple

Entity

  • Business (LLC, Corporation, etc.)
  • Nonprofit oraganization
  • Trust
  • ERISA plan
  • Bank
  • Insurance company
  • Registered Investment company

Please select one of the following: