Join Joseph Roth (Principal, Eagle Point Securities), to learn more about Eagle Point Institutional Income Fund.
Join Colin McGinnis (Managing Director, Prospect Capital) and Samuel Jolly (Principal, Prospect Capital) to learn more about Priority Income Fund.
In order to register for one of our Alternative Investment Webinars, please attest below that you meet the requirements for an Accredited Investor.
Generally, to qualify as an accredited investor under the net worth test, you must have a net worth that exceeds $1 million, either alone or with a spouse or spousal equivalent, at the time of the sale of the securities. If calculating joint net worth with a spouse or spousal equivalent, it is not necessary that property be held jointly and the securities being purchased do not have to be acquired jointly. Calculating net worth involves adding up all your assets and subtracting all your liabilities. The resulting sum is your net worth.
Depending upon the structure of the entity or its assets, entities may qualify as an accredited investor.
Investments
Entities owning investments in excess of $5 million
Assets
The following entities with assets in excess of $5 million: corporations, partnerships, LLCs, trusts, 501(c)(3) organizations, employee benefit plans, “family office” and any “family client” of that office
Owners as Accredited
Entities where all equity owners are accredited investors
Investment Advisers
Investment advisers (SEC- or state-registered or exempt reporting advisers) and SEC-registered broker-dealers
Financial Entities
A bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company