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Interested in learning more about exclusive pre-IPO investments? Contact our team to start exploring opportunities in technology-driven markets.

Our network of third party funds are only available for accredited investors, the SEC defines an accredited investor as:

Financial Criteria

  • Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication. The SEC defines an accredited investor as: 
  • Net worth over $1 million, excluding primary residence (individually or with spouse or partner).
  • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.

Professional Criteria

  • Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82).
  • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company).
  • Any “family client” of a “family office” that qualifies as an accredited investor.
  • For investments in a private fund, “knowledgeable employees” of the fund.

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