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Our Firm
Media & Papers
Investors
Our Firm
Media & Papers
Investors
Our Firm
Media & Papers
Investors
Prospective Investors.
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* Accredited Investor Status - Do you (or does your organization) qualify as an “accredited investor” in accordance with Rule 501(a) of Regulation D of the Securities Act of 1933? Along with other criteria, an accredited investor has an income more than $200,000 ($300,000 together with a spouse) or a net worth over $1 million, excluding the value of the person's primary residence.
Yes
No
* Qualified Client Status - Do you (or does your organization) meet the definition of a "qualified client"? The general requirements for a qualified client is a $2.1M net worth excluding the value of your primary residence or an investment of at least $1 million with the advisor.
Yes
No
* Qualified Purchaser Status - Do you (or does your organization) qualify as a "qualified purchaser" in accordance with Section 2(a)(51) of the Investment Company Act of 1940? Along with other criteria, a qualified purchaser is an individual, family office, or trust that owns $5 million or more in investments.
Yes
No
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