04 · Participation

Connected investment amounts under discussion, and who may qualify.

Any interest, if offered, would be offered only pursuant to a confidential private placement memorandum and only to accredited investors.

Working papers on a desk

Connected investment amounts.

Entry

$100,000

Primary

$500,000

Scale

$1,000,000

Accredited investor

Who qualifies under Rule 501(a).

  • Income

    $200,000, or $300,000 with a spouse

  • Net worth

    $1 million, excluding the home

  • Credentials

    Series 7, 65, or 82

  • Entities

    $5 million assets, or all owners accredited

Educational material only. Not an offer to sell a security. Not tax, legal, or investment advice.