How do I know if I am an Accredited Investor?
To be considered an Accredited Investor in the United States, you must meet at least ONE of the following criteria:
1) An individual with a net worth of at least $1,000,000, excluding the value of one's primary residence, or
2) An individual who had an income of at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount this year.
3) A bank, insurance company, registered investment company, business development company, or small business investment company;
4) 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;
5) A charitable organization, corporation, or partnership with assets exceeding $5 million;
6) A director, executive officer, or general partner of the company selling the securities;
7) A business in which all the equity owners are accredited investors;
8) A trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.
How to Complete Accreditation for Accredited Investors
How to Complete Accreditation for Non-Accredited Investors