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Please indicate how you meet the definition of "accredited investor" by selecting the relevant option below. If you do not make a selection, we cannot send the report.
An “accredited investor” is:
an individual with a net worth or joint net worth with a spouse or spousal equivalent of at least $1 million, not including the value of his or her primary residence or
an individual with income exceeding $200,000 in each of the two most recent calendar years or joint income with a spouse or spousal equivalent exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year or
a family office and its family clients if the family office has assets under management in excess of $5 million and whose prospective investments are directed by a person who has such knowledge and experience in financial and business matters that such family office is capable of evaluating the merits and risks of the prospective investment or
a bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company or
an SEC-registered broker-dealer, SEC- or state-registered investment adviser, or exempt reporting adviser or
a plan established and maintained by a state, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions, for the benefit of its employees, if such plan has total assets in excess of $5 million or
an employee benefit plan (within the meaning of the Employee Retirement Income Security Act) if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million or
a tax exempt charitable organization, corporation, limited liability corporation, or partnership with assets in excess of $5 million or
a director, executive officer, or general partner of the company selling the securities, or any director, executive officer, or general partner of a general partner of that company or
an enterprise in which all the equity owners are accredited investors or
a trust with assets exceeding $5 million, not formed only to acquire the securities offered, and whose purchases are directed by a person who meets the legal standard of having sufficient knowledge and experience in financial and business matters to be capable of evaluating the merits and risks of the prospective investment or
an entity of a type not otherwise qualifying as accredited that own investments in excess of $5 million or
an individual holding in good standing any of the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82) or
a knowledgeable employee, as defined in rule 3c-5(a)(4) under the Investment Company Act, of the issuer of securities where that issuer is a 3(c)(1) or 3(c)(7) private fund
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