INVESTOR PORTAL

SUBMIT YOUR INFORMATION BELOW FOR VERIFICATION & ACCESS TO OUR DIRECT INVESTMENT MANDATE PORTAL.

NOTE THAT THIS APPROVAL IS MANUAL. WE DO NOT ALLOW NAMES THAT ARE UNABLE TO VERIFY.

In the United States, an individual is considered an accredited investor if they meet any of the following criteria:

  1. Have an annual income of $200,000 (or $300,000 joint income with a spouse) for the past two years, with the expectation of earning the same or higher income in the current year.

  2. Have a net worth exceeding $1 million, either individually or jointly with a spouse, excluding the value of their primary residence.

  3. Hold certain professional certifications, designations, or credentials, such as a Series 7, 65, or 82 license.

If you meet any of these criteria, you are considered an accredited investor. If you are unsure, please consult with a financial advisor or legal professional before proceeding.