Accredited Investors Must Meet ONE of the Following:
Personal Income Requirement: Accredited investors individual income has been $200,000 or more in the past two years, and they have reasonable expectation of reaching the same income level this year.
Joint Income Requirement: Accredited investors joint income with their spouse has been $300,000 or more in the past two years, and they have reasonable expectation of reaching the same income level this year.
Net Worth Requirements: Accredited investors individual net worth (or joint net worth with their spouse) exceeds $1,000,000, excluding their primary residence.
Business: Invest on behalf of a business or investment company with more than $5 million in assets and/or all the equity owners are accredited.
Personal Certifications: Natural persons to qualify as accredited investors based on certain professional certifications, designations, or credentials, including the Series 7, Series 65, and Series 82 licenses as qualifying natural persons.
