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Accredited Investor

An accredited investor is someone who the Securities Exchange Commission (SEC) has decided has the resources and sophistication to understand the risks involved in high risk investments which are often not liquid. Accredited investors include FINRA series 7, 65 and 82 registered persons, family offices, investment advisors, LLC and other entities withs more than $5 million in assets. Individuals who have an income of $200,000 ($300,000 for joint income) or a net worth of $1 million individually or jointly with their spouse excluding the value of the primary residence. Knowledgeable employees of a fund could also be considered accredited investors.

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