Am I an accredited investor?

Updated 3 months ago by Sanjay Vora

Wondering if you are an accredited investor by SEC definition? Below is how the SEC defines an accredited investor.

  1. Individual income in excess of $200,000 in each of the two most recent years and has a reasonable expectation of reaching the same income level in the current year
  2. Joint income with that person's spouse or spousal equivalent in excess of $300,000 in each of the two most recent years and has a reasonable expectation of reaching the same income level in the current year
  3. Individual or joint net worth with that person's spouse or spousal equivalent, exceeds $1,000,000 not including primary home
  4. Any entity in which all of the equity owners are accredited investors
  5. Any corporation, trust, partnership, or limited liability company, not formed for the specific purpose of acquiring the securities offered, with total assets in excess of $5,000,000
  6. Any natural person that has good standing of the Series 7, Series 65, and Series 82 licenses .
  7. A "knowledgeable employee" includes an executive officer, director, trustee, general partner, advisory board member, or similar, of the private fund or an affiliated management person, or an employee of the fund or "an affiliated management person" who participates in investment activities as part of his or her regular functions or duties.


How did we do?