Join The Fold

Net worth over $1 million, excluding primary residence (individually or with spouse or partner)

Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)

Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)

Any “family client” of a “family office” that qualifies as an accredited investor

For investments in a private fund, “knowledgeable employees” of the fund

Join The Fold

Our community is based on trust, and as such we take our membership very seriously. Applications are thoroughly vetted, and can include: