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    Investment Profile

    Are you an accredited investor?

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An Accredited Investor, as defined by the SEC is an investor who meets the below criteria:

The SEC defines an accredited investor as either: an individual with gross income exceeding $200,000 in each of the two most recent years or joint income with a spouse or partner exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year. Note that the value of the investor’s primary home cannot be included.
If you are accredited based on income, you will need to provide documentation to the SEC, via third party confirmation, in the form of tax returns, W-2s, or other official documents that shows you meet the required income threshold for the prior two years.
Can an IRA be an accredited investor?
17 CFR 230.501 – Accredited investor – In order for an IRA to qualify as an accredited investor, the IRA owner must qualify. 1. Annual income of over $200,000 single, or $300,000 married, in each of the past 2 years. ... Net worth in excess of $1,000,000, not including equity in investor's personal residence.

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