Wo is an Accredited Investor? Under SEC Regulation D, an Accredited Investor is an individual or entity that meets at least one of the following criteria: • Net Worth: Individual or joint net worth exceeding $1 million, excluding the value of the primary residence. • Income: Annual income exceeding $200,000 (or $300,000 jointly with a spouse) for the past two years, with reasonable expectation of the same for the current year. • Professional Credentials: Holds a valid Series 7, Series 65, or Series 82 license in good standing. • Entities: Trusts, corporations, or other entities with assets exceeding $5 million, not formed specifically to acquire the offered securities. Source: U.S. Securities and Exchange Commission (SEC) — Rule 501 of Regulation D.
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