From fund structure to tax strategy, here’s what accredited investors like you want to know before placing capital.
Full Name
Email Address
Phone Number
Entity Name (if applicable)
Entity Type
SelectIndividualBusiness ($5,000,000 in assets)Institutional InvestorFund of Fund Manager
Select all that apply to you or your entity:
I had an individual income over $200,000 in each of the last two years and expect the same this year.My joint income with a spouse or partner exceeded $300,000 in each of the last two years and I expect the same this year.My net worth exceeds $1,000,000, excluding my primary residence.I hold a Series 7, 65, or 82 securities license.I am a knowledgeable employee of a private fund (as defined by Rule 3c-5).This section does not apply to me - I’m a Business
The entity has over $5,000,000 in assets and was not formed solely to invest in this offering.All equity owners of the entity are accredited investors.The entity is a bank, insurance company, investment company, or business development company.The trust has over $5,000,000 in assets, wasn't formed to invest in this offering, and is managed by a financially sophisticated person.This is a Family Office with over $5,000,000 in AUM, investing on its own behalf.This is a Family Client of a qualifying family office.This Section does not apply to me - I’m an Individual
I certify that I meet one or more of the accredited investor criteria listed above and that the information provided is accurate and truthful to the best of my knowledge.
Signature (typed)
Date
