At SBDG, we work with accredited investors seeking access to private market opportunities. The SEC defines an accredited investor as:

Financial Criteria

To qualify as an accredited investor, individuals must meet at least one of the following criteria:

• A net worth exceeding $1 million (individually or jointly with a spouse/partner), excluding the value of their primary residence.
• An annual income over $200,000 (individual) or $300,000 (jointly with a spouse/partner) for the past two years, with the expectation of maintaining that income level.

Professional Criteria

Accredited investors may also qualify based on professional experience, including:

• Holding a Series 7 (General Securities Representative), Series 65 (Investment Adviser Representative), or Series 82 (Private Securities Offerings Representative) license.
• Serving as a director, executive officer, or general partner (GP) of the company offering securities.
• Family clients of a qualifying family office.
• Knowledgeable employees of a private investment fund.

To learn more about how SBDG can support your investment goals, reach out to us today.