Accredited Investor Definition

There are several ways of establishing “accredited investor” status, including any of the following:

1. You have earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expect the same for the current year

2. You have a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

3. You are an investor with certain professional certifications, designations, and/or credentials, including Series 7, Series 65, and Series 82 licenses while qualifying as “natural persons.” (Investors with other licenses are to be considered and added in the future.)

4. You are an investor with a “spousal equivalent,” or a spouse of an accredited investor who pools their assets along together to meet the previous net worth and/or income requirements for accredited investors. (Eg. If you are married to an accredited investor and share monetary resources, you are now also an accredited investor.)

5. You are “knowledgeable employees” of a private fund.

6. Limited Liability Companies (LLCs) and Family Office entities with $5 Million assets under management. SEC- and state-registered investment advisers (but not reporting advisors) of these entities can also now be considered accredited investors.

7. Entities including Native American tribes, governmental bodies, funds, and entities “organized under the laws of foreign countries” with investments over $5 million — as long as they were not formed solely to invest in a specific accredited investment.