Investor Accreditation Certificate
We have created a revolutionary investor accreditation service - the first of its kind. Through our innovative process, aspiring private equity investors can now receive their accreditation faster and more effectively than ever before.
How Can Individuals Qualify as Accredited?
Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.
Financial Criteria
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Net worth over $1 million, excluding the primary residence (individually or with spouse or partner)
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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
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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)
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Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
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Any “family client” of a “family office” that qualifies as an accredited investor
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For investments in a private fund, “knowledgeable employees” of the fund
How can entities qualify as accredited?
INVESTMENTS
Entities owning investments in excess of $5 million.
ASSETS
The following entities with assets in excess of $5 million: corporations, partnerships, LLCs, trusts, 501(c)(3) organizations, employee benefit plans, “family office” and any “family client” of that office.
OWNERS AS ACCREDITED
Entities where all equity owners are accredited investors.
INVESTMENT ADVISERS
Investment advisers (SEC- or state-registered or exempt reporting advisers) and SEC-registered broker-dealers.
FINANCIAL ENTITIES
A bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company.
The Process
Apply for Certificate
Start the application process by submitting the initial information.
Submit Docs
Once we have determined the application type, you will submit supporting documentation.
Aplication Review
We will review the documents submitted and determine if you qualify.
Become Accredited
Receive your Accreditation certificate. and QR code for any future investment needs.
Apply Now
Get you Accredited Investor Application Started Today!
