What Qualifies as an Accredited Investor?

In the U.S., an accredited investor is anyone who meets one of the below criteria:

  • Individuals who have an income greater than $200,000 in each of the past two years or whose joint income with a spouse is greater than $300,000 for those years, and a reasonable expectation of the same income level in the current year

  • Individuals who have an individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the investment (The net worth amount cannot include the value of the person's primary residence.)

  • Individuals who hold certain certificates, designations, or credentials, such as Series 7, Series 65, and Series 82 licenses

  • Individuals who are "knowledgeable employees" of a private fund

Accredited Investors interested in learning more, go to About Us