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ACCREDITED INVESTORS
An accredited investor is defined by the SEC under Rule 501 of Regulation D. To qualify, an individual or entity must meet at least one of the following criteria:
Income: An individual must have an annual income exceeding $200,000 in each of the last two years, or $300,000 combined income with a spouse, with the expectation of maintaining the same income level in the current year.
Net Worth: An individual must have a net worth of $1 million or more, either individually or jointly with a spouse, excluding the value of their primary residence.
Professional Experience: Certain financial professionals, such as investment advisers or those holding specific licenses (e.g., Series 7, 65, or 82), may also qualify as accredited investors based on their expertise.
NON-ACCREDITED INVESTORS
An accredited investor is defined by the SEC under Rule 501 of Regulation D. To qualify, an individual or entity must meet at least one of the following criteria:
A non-accredited investor is an investor who does not meet the income or net worth requirements of the SEC
A non-accredited investor makes less than $200,000 annually ($300,000 including a spouse) with a total net worth of less than $1 million when their primary residence is excluded.
The SEC regulates what a non-accredited investor can invest in and what those investments need to provide in terms of documentation and transparency.
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