Accredited Investors

According to government regulations, you are an accredited investor and eligible to invest in one of our partnerships if you are within at least one of the following categories:

  • A natural person whose individual net worth, or joint net worth with his or her spouse, at the time of purchase of the securities offered by the Partnership, exceeds $1,000,000
  • A natural person who had an individual income in excess of $200,000 in each of the two most recent years, or a joint income with spouse in excess of $300,000 in each of those years, and reasonably expects to reach the same income level in the current year
  • A trust with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the Units offered by the Partnership, and whose purchase is directed by a sophisticated person as defined by Rule 506(b)(2)(ii) under Regulation D to the Federal Securities Act
  • A small business investment company (SBIC) licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958, as amended
  • A plan with total assets in excess of $5,000,000, established and maintained by a state, or political subdivision of a state, or an agency or instrumentality of a state or a political subdivision of a state for the benefit of its employees
  • A private business development company as defined in Section 202(a)(22) of the Investment Advisers Act of 1940, as amended
  • An organization described in Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, a corporation, a Massachusetts or similar business trust, limited liability company or a partnership, not formed for the specific purpose of acquiring the Units offered by the Partnership, with total assets in excess of $5,000,000
  • The Managing General Partner of the Partnership, or a director, executive officer or general partner of our Managing General Partner
  • An entity in which all of the equity owners are accredited investors
  • An employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974, as amended ("ERISA"), for which investment decisions are made by a plan fiduciary, as defined in Section 3(21) of ERISA, which is either a bank, insurance company, or registered investment advisor
  • An employee benefit plan within the meaning of ERISA having total assets in excess of $5,000,000
  • An employee benefit plan within the meaning of ERISA that is a self-directed plan with investment decisions made solely by persons that are accredited investors
  • A bank as defined in Section 3(a)(2) of the Federal Securities Act, or a savings and loan association or other institution as defined in Section 3(a)(5)(A) of the Federal Securities Act, acting in an individual or fiduciary capacity
  • A broker or dealer registered pursuant to Section 15 of the Securities Exchange Act of 1934, as amended
  • An insurance company as defined in Section 2(13) of the Federal Securities Act
  • An investment company registered under the Investment Company Act of 1940, as amended (the "Investment Company Act"), or a business development company as defined in Section 2(a)(48) of the Investment Company Act