Accredited Investor Confirmation

By confirming below that you are an Accredited Investor, you will gain access to information on this website that is intended exclusively for Accredited Investors and, as such, the information should not be relied upon by unaccredited investors.

By clicking the "I confirm" information link you agree that: "I have read the terms detailed and confirm that I am an Accredited Investor and that I wish to proceed."

The information on this Website is solely intended for use by Accredited Investors as defined below:

  • a director, executive officer, or general partner of the issuer of the securities being offered or sold, or any director, executive officer, or general partner of a general partner of that issuer.
  • a natural person whose individual net worth 1, or joint net worth with that person’s spouse, exceeds $1,000,000. For purposes of calculating a natural person’s net worth;  (A) The person’s primary residence must not be included as an asset; (B) Indebtedness secured by the person’s primary residence, up to the estimated fair market value of the primary residence at the time of the sale of securities, shall not be included as a liability (except that if the amount of such indebtedness outstanding at the time of the sale of securities exceeds the amount outstanding 60 days before such time, other than as a result of the acquisition of the primary residence, the amount of such excess must be included as a liability); and (C) Indebtedness that is secured by the person’s primary residence in excess of the estimated fair market value of the primary residence at the time of the sale of securities shall be included as a liability.
  • a natural person who had an individual income 2 in excess of $200,000 in each of the two most recent years or joint income 3 with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year.
  • a natural person who immediately after entering into the contract has at least $1,000,000 under the management of the investment adviser.
  • a natural person whose individual net worth, or joint net worth with that person’s spouse, exceeds $2,000,000. For purposes of calculating a natural person’s net worth; (A) The person’s primary residence must not be included as an asset;(B) Indebtedness secured by the person’s primary residence, up to the estimated fair market value of the primary residence at the time the investment advisory contract is entered into may not be included as a liability (except that if the amount of such indebtedness outstanding at the time of calculation exceeds the amount outstanding 60 days before such time, other than as a result of the acquisition of the primary residence, the amount of such excess must be included as a liability); and (C) Indebtedness that is secured by the person’s primary residence in excess of the estimated fair market value of the residence must be included as a liability.
  • a natural person who immediately prior to entering into the contract is: (A) An executive officer, director, trustee, general partner, or person serving in a similar capacity, of the investment adviser; or (B) An employee of the investment adviser (other than an employee performing solely clerical, secretarial or administrative functions with regard to the investment adviser) who, in connection with his or her regular functions or duties, participates in the investment activities of such investment adviser, provided that such employee has been performing such functions and duties for or on behalf of the investment adviser, or substantially similar functions or duties for or on behalf of another company for at least 12 months.
  • an IRA and the individual who established the IRA has a net worth (including assets held jointly with his spouse) in excess of $1,500,000.
  • a self-directed pension plan and the participant who directed that assets of his account be invested in the Partnership has a net worth (including assets held jointly with his spouse) in excess of $1,500,000 and such participant is the only participant whose account is being invested in the Partnership.
  • a pension plan which (i) is not a self-directed plan, (ii) has net assets in excess of $1,500,000 and (iii) has total assets in excess of $5,000,000.
  • a revocable trust and each grantor is an individual who has a net worth (including assets jointly held with his spouse) in excess of $1,500,000.
  • an irrevocable trust which consists of a single trust (i) with total assets in excess of 5,000,000, (ii) with net assets in excess of $1,500,000 and (iii) which was not formed for the specific purpose of acquiring an interest in the Partnership.
  • a corporation, business trust, partnership or limited liability company that (i) was not formed for the specific purpose of acquiring an interest in the Partnership, (ii) is an investment company as defined in Section 3(a) of the Investment Company Act of 1940 which is exempt from registration pursuant to Section 3(c)(1) of such Act (a "3(c)(1) Company"), (iii) has total assets in excess of $5,000,000, and (iv) each of the equity owners therein has a net worth exceeding $1,500,000 and none of the equity owners is a 3(c)(1) Company.
  • a corporation, business trust, partnership or limited liability company that (i) was not formed for the specific purpose of acquiring an interest in the Partnership, (ii) is an investment company as defined in Section 3(a) of the Investment Company Act of 1940 which is exempt from registration pursuant to Section 3(c)(7) of such Act, and (iii) has total assets in excess of $5,000,000.

1 For purposes of this item, “net worth” means the excess of total assets at fair market value over total liabilities.

2 For purposes of this item, “individual income” means adjusted gross income as reported for Federal income tax purposes, less any income attributable to a spouse or to property owned by a spouse, increased by the following amounts (but not including any amounts attributable to a spouse or to property owned by a spouse): (i) the amount of any interest income received which is tax-exempt under Section 103 of the Internal Revenue Code of 1986 (the “Code”), (ii) the amount of losses claimed as a limited partner in a limited partnership (as reported on Schedule E of Form 1040), (iii) any deduction claimed for depletion under Section 611 et seq. of the Code and (iv) any amount by which income from long-term capital gains has been reduced in arriving at adjusted gross income pursuant to the provisions of Section 1202 of the Code prior to its repeal by the Tax Reform Act of 1986.

3 For purposes of this item, “joint income” means adjusted gross income as reported for Federal income tax purposes, including any income attributable to a spouse or to property owned by a spouse, increased by the following amounts (including any amounts attributable to a spouse or to property owned by a spouse): (i) the amount of any interest income received which is tax-exempt under Section 103 of the Code, (ii) the amount of losses claimed as a limited partner in a limited partnership (as reported on Schedule E of Form 1040), (iii) any deduction claimed for depletion under Section 611 et seq. of the Code and (iv) any amount by which income from long-term capital gains has been reduced in arriving at adjusted gross income pursuant to the provisions of Section 1202 of the Code prior to its repeal by the Tax Reform Act of 1986.  

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