An accredited investor is an individual or entity that meets specific financial criteria set by the U.S. Securities and Exchange Commission (SEC), allowing them to invest in certain private offerings.
The following entities with assets (Revenue, Cash & Equivalent, and 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
The following entities with investments 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
Entities where all equity owners are accredited investors. Net worth over $1 million, excluding primary residence. Income over $200,000 (individually) or $300,000 (with spouse or partner
An individual whose net worth, or joint net worth together with their spouse or spousal equivalent, exceeds $1,000,000, at the time of the investment, excluding the value of the person’s primary residence
Income over $200,000 (individually) in each of the prior two years, and reasonably expects the same for the current year.
$300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.
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