Investors – Bustamante & Co.

Prospective Investors.

We operate through a separately managed account structure with no lock-ups, daily transparency and the ability to fund on a quarterly basis – as such please have the ability to fund once a mutual decision is made to move forward as the quarterly funding window is limited. We prefer partners who have like minded thinking, as such, a “get to know each other” call is done prior to investing to ensure there is a mutual match.

Requirements for potential investors:

1. Three year mindset. We offer quarterly liquidity and daily transparency but we encourage a “three year mental commitment”.
2. Meet the definitions of a qualified client.
3. Ability to meet our firm investment minimum of $1,000,000.
4. Option to fund a minimum $500,000 in special situations.
5. Ability to fund once a mutual decision is made to move forward. We prefer clients to be on-boarded at the end of each quarter however for accounts of over $3MM bespoke service is available.

If you are a prospective investor please complete the form below.

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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