What Is An Accredited Investor?

An accredited investor is someone who meets specific financial criteria set by the SEC, granting access to investments not available to the general public. Criteria include a $1M+ net worth and $200k+ yearly income. Knowing whether you're accredited is crucial, as it dictates the type of investments you'll have access to.

We often hear the term "accredited investor" thrown around, but what does it actually mean? Let's break it down. Essentially, an accredited investor is someone who meets specific financial criteria set by the SEC.

This designation grants them access to investments that are not available to the general public. Understanding the requirements and benefits of being an accredited investor is important, especially if you want to diversify your investment portfolio.

Stay informed and knowledgeable about the world of finance by keeping up with these industry terms.

Accredited Investor Criteria

To be an Accredited Investor, you have to meet the below criteria.

  • $1 Million+ Net Worth, this is excluding your primary residence.
  • In the prior two years, $200,000+ Yearly Income Individually or $300,000+ with your spouse.
  • You are an investment professional in good standing holding the following licenses. (Series 7, Series 65, or Series 82).
  • Executive position or General Partner (GP) over a company selling securities such as a Private Equity Fund.
  • "Knowledgeable employees" of a Private Fund.
  • Any "Family Client" of a "Family Office" that qualifies as an Accredited Investor.

Are You An Accredited Investor?

If you meet the above criteria of an Accredited Investor or are close to it, let's schedule a phone call or Zoom. We work with Accredited and Non-Accredited Investors, providing them with passive income, tax advantages, and above-market returns. This is done through investing in apartment buildings with 100+ units in Texas and the Southeast markets.

Summary

You should know whether or not you're an Accredited Investor because it dictates the type of investments you'll have access to. Accredited Investors have access to sometimes riskier but potentially more lucrative investments that Non-Accredited investors do not have access to.

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