Accredited Investor Status: If you are an individual please check one of the following boxes to indicate your net worth or your joint net worth with your spouse.
$1,000,000 or less over $1,000,000 but less than $1,500,000 Over $1,500,000 |
The entity completing this Questionnaire qualifies as an accredited investor due to the following:
It is a bank as defined in Section 3(a)(2) of the Securities Act of 1933, a savings and loan association as defined in Section 3(a)(5)(A) of the Securities Act of 1933, an insurance company as defined in Section 2(13) of the Securities Act of 1933, or a business development company as defined in Section 2(a)(48) of the Investment Company Act of 1940.
It is an employee benefit plan within the meaning of Title I of the Employment
Retirement Income Security Act of 1974, and one of the following applies [check one]:
(a) The
investment decision would be made by a plan fiduciary, as defined in Section 3(21) of such Act, which is
either a bank, insurance company or regulated investment adviser, or
(b) it has total assets in excess of $5,000,000.
It is a corporation, business trust, partnership, or 501(c)(3) organization not formed for the specific
purpose of acquiring a Partnership Interest, with total assets in excess of $5,000,000.
It is a trust with total assets in excess of $5,000,000, not formed for the
specific purpose of acquiring a Partnership Interest, and its purchases are directed by a person who
has such knowledge and experience in financial and business matters that he is capable of evaluating the
merits and risks of investment in the Partnership.
It is an entity in which all of the equity owners are accredited investors.
The undersigned certifies that the information provided in this
Qualification Questionnaire is true and accurate to the best of the undersigned’s information and belief.
Print Name: Enter your initials here:
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