What Is an Accredited Investor?
Certain securities offerings that are exempt from registration under U.S. securities laws may only be offered to, or purchased by, persons or entities that qualify as “accredited investors,” as defined by the U.S. Securities and Exchange Commission (SEC). >Learn More
An accredited investor includes, but is not limited to:
Institutions and Entities
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Banks, savings and loan associations, insurance companies, registered investment companies, business development companies, and small business or rural business investment companies
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SEC-registered broker-dealers, registered investment advisers, or exempt reporting advisers
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Employee benefit plans with total assets in excess of $5 million
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Tax-exempt organizations, corporations, LLCs, or partnerships with assets in excess of $5 million
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Trusts with assets exceeding $5 million, directed by a knowledgeable person
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Family offices with assets under management exceeding $5 million and their family clients
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Entities in which all equity owners are accredited investors
Individuals
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Individuals with a net worth, or joint net worth with a spouse or spousal equivalent, exceeding $1 million (excluding primary residence)
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Individuals with income exceeding $200,000 in each of the two most recent years, or joint income exceeding $300,000, with a reasonable expectation of the same income level
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Individuals holding a Series 7, Series 65, or Series 82 license in good standing
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Knowledgeable employees of certain private funds, as defined by SEC rules
For the complete definition and additional details, please refer to the U.S. Securities and Exchange Commission in this link: https://www.sec.gov/education/smallbusiness/exemptofferings/faq#faq2