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Contact us to assess whether our investment solution is a good fit for your expectations and needs.
SILICON VALLEY
San Francisco, California
All investors must meet the definition of an "accredited investor" as set forth in the Securities Act of 1933, as amended.
How can individuals qualify as accredited?
Individuals (i.e., natural persons) may qualify as accredited investors if they meet any of the following wealth, income, or financial sophistication criteria:
Financial Criteria
Financial Criteria
Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Professional Criteria
Professional Criteria
Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
Any “family client” of a “family office” that qualifies as an accredited investor
Researching value, delivering growth, and envisioning futures.
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Silicon Valley
San Francisco, California
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