What is an accredited investor?

In order for an individual or an entity to qualify as an accredited investor, they must typically meet at least one of the following criteria:

  1. an individual with income exceeding $200,000 or joint income with his or her spouse of at least $300,000, in each of the last two years with the expectation to reasonably maintain the same level of income in the present year;
  2. an individual with a net worth exceeding $1 million, excluding the primary residence, either individually or jointly with his or her spouse;
  3. an entity that has assets exceeding $5 million that was not formed solely for the purpose of making the investment; or
  4. an entity whose owners all satisfy 1, 2, or 3 above.

For more information about the SEC’s requirements and common exemptions, see Regulation D Rule 506, Q&A: Small Business & the SEC.

Do I have to be an accredited investor to participate?

Yes, our funds are set up for accredited investors only.

How long is the fund investment term?

Each fund and/or offering within a fund has a specified investment term. Currently, the terms range from three to ten years.

What is the minimum and maximum fund investment?

The minimum fund investment is $50,000. The maximum investment amount is $1,000,000 per EIN.

What’s the difference between Class A, B, and C shares?

The classes are set up for different offerings within the same fund.

Is my fund investment passive?

Yes, investing in the fund is the most passive investment we currently offer. Investors receive their returns in either monthly or quarterly distributions.

When and how do I receive my preferred returns?

Preferred returns are directly deposited into your account (via ACH) on the 15th of the month following the month or quarter end depending on the fund.

How much notice is required to redeem my shares?

Please see the Offering Docs for specific details.


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