Accredited Investor
Below is the definition of "Accredited Investor" as applied within select jurisdictions in which Gibraltar Capital Account Holders may reside. If you are seeking Accredited Investor status, please establish that you meet one of the requirements below. Then, fill out the Accredited Investor Form.
Those seeking "Qualified Purchaser" status, click here.
Accredited Investor. Select jurisdictions have adopted the U.S. Securities Act that may apply to Account Holders making application to select Private Investment products. The "Act" contains the definition and categories of "Accredited Investors". For purposes of investments being offered within these jurisdictions, the relevant categories of Accredited Investors are:
- Any director, executive officer, or general partner of the issuer of the securities being offered or sold, or any director, executive officer or general partner of a general partner of that issuer;
- Any natural person whose individual net worth, or joint net worth with that person’s spouse, at the time of his purchase exceeds $1,000,000;
- Any natural person who had individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year;
- Any trust with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the securities offered, whose purchase of the securities is 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 the prospective investment;
- Any organization that was not formed for the purpose of acquiring the securities being sold, with total assets in excess of $5,000,000; and
- Any entity in which all of the equity owners are Accredited Investors.