An accredited investor is someone who meets the income or net worth requirements that the Securities and Exchange Commission has defined for an accredited investor:
Financial Criteria for Accredited Investors
1. Net Worth – Have an individual or joint net worth over $1 million (excluding their primary residence)
2. Income – Have income in excess of the following in each of the prior two tax years:
- Over $200,000 per year individually
- Or over $300,000 per year jointly (with spouse or partner)
Professional Criteria for Accredited Investors
3. Investment professionals who hold one of the following:
- Series 7 – General Securities Representative License
- Series 65 – Investment Adviser Representative License
- Series 82 – Private Securities Offerings Representative License
4. Executive officers, directors or general partners of the company selling the securities
5. Any “family office” or “family client” that qualifies as an accredited investor
6. Specifically for investments in a private fund, anyone considered a “knowledgeable employee” of the fund
Anyone who does NOT meet these criteria would be considered a non-accredited investor.
About the Author: Ryan Frank
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