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Section 1: Personal Information

Section 2: Investor Verification

An accredited investor is an individual or entity that meets certain financial criteria set by the U.S. Securities and Exchange Commission, allowing them to invest in private, unregistered securities.

Typically, this includes individuals with:

  • Income over $200,000 annually ($300,000 with a spouse) for the past two years, or

  • A net worth exceeding $1 million (excluding their primary residence)

Please indicate your accreditation status:

Select Yes or No
If you don’t, that’s okay—we’ll just need a letter within 7–10 business days.

Accredited investor verification is completed through a qualified third party, such as a CPA, attorney, registered investment advisor, or broker-dealer. These professionals review your financial information and provide a signed letter confirming that you meet the accredited investor criteria.

Section 3: Investment Information

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Minimum investment is $25,000, with additional investments accepted in $1,000 increments.
Select Compounding or Monthly Distributions
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