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- I AM AN ACCREDITED, WELL-INFORMED, SOPHISTICATED INVESTOR. My net worth with spouse exceeds $1,000,000, which means the excess of total assets at fair market value, EXCLUDING Principal RESIDENCE, over total liabilities OR my individual income was in excess of $200,000 ($300,000 if married) in each of the two most recent years, and I reasonably expect an income in excess of $200,000 ($300,000 if married) in the current year
- I AM AN ASSOCIATE representing a Family Office, Corporation, Partnership or Trust with total assets in excess of $5,000,000; or an Entity in which all the equity owners are ACCREDITED INVESTORS.
- I AM A FINDER, PURCHASER REPRESENTATIVE, or FINANCIAL ADVISOR.
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A qualified investor, sometimes referred to as an "accredited investor," is someone deemed to have sufficient financial awareness, capital and sophistication to be excluded from certain U.S. regulations that are designed to protect most investors.
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