Accredited Investor

Last updated Dec 10, 2022 Edit Source

• Market participants
• Legal concepts

Accredited Investors include Institutional Investors and individuals who:

• Earn at least 200,000 USD per year if single; or
• Earn at least 300,000 USD jointly with a spouse; or
• Have a net worth of >$1M excluding primary residence (individually or with spouse or partner)
• Hold a securities license, such as the Series 65, which is in good standing
  • “in good standing” here means that the licenseholder’s license is active (i.e. they are registered with their respective state as an investment professional)

• SEC.gov: Amendments to Accredited Investor Definition (August 2020)
• SEC.gov: Accredited Investor