Impact investing is a $1 trillion industry globally. Most impact investments in this portal will be multimillion-dollar deals.
Generally, you qualify as an “accredited investor” if any of the following below apply to you:
- Annual income is greater than $200,000 (or $300,000 together with a spouse) for the last 2 years, and you expect to earn the same or greater for the current year.
- Your net worth is greater than $1 million (excluding your primary residence).
- Any natural person who is a holder in good standing of the Series 7, Series 65, or Series 82 licenses.
- Any trust, with total assets in excess of $5 million, not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a “sophisticated” person who is “sophisticated”.
- Any entity in which all the equity owners are accredited investors.
- Any corporation, limited liability company or partnership, not formed for the specific purpose of acquiring the securities offered, with total assets in excess of $5 million.
- Any “family office” with at least $5 million in assets under management and its “family clients” as each term is defined under the Investment Advisers Act of 1940.
- See Rule 501 of Regulation D promulgated under the Securities Act of 1933, as amended, for the full definition of “accredited investor.” You should consult your legal counsel to ensure that you qualify as an “accredited investor.”
