Accredited Investor Portal
Accredited Investor Requirements:
A Net Worth of at least $1,000,000, excluding the value of one’s primary residence, or an income at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount this year. The term “accredited investor” is defined in Rule 501 of Regulation D of the U.S. Securities and Exchange Commission (SEC).
Special Programs
| Sponsor | Description | Min Invest | Objective |
| Mewbourne | Oil Drilling Partnerships | $20,000 | Income and Savings |
| Hines | Private Multifamily Fund | $25,000 | Income and Capital Appreciation |
| Carter | Private Multifamily Fund | $50,000 | Income and Capital Appreciation |
| Cottonwood | Multifamily Develop. Fund | $10,000 | Capital Appreciation |
| APM | Managed Futures | $10,000 | Growth, Diversification |
| Steben & Co | Managed Futures | $10,000 | Growth, Diversification |
Ready to start the conversation?
Request your complimentary first appointment.