📄️ Overview
Entities, such as corporations, partnerships, and trusts, also have specific criteria they must meet to qualify as accredited investors according to the Securities and Exchange Commission (SEC).
📄️ Assets
Entities, not just individuals, can qualify as accredited investors. One way for entities to achieve this status is by meeting the asset standard, which requires proving that the entity has $5 million or more in assets.
📄️ Entity Owners
Entities can also qualify as accredited investors if all of their equity owners are individually accredited investors. This is known as the owners standard.
📄️ Investment Advisers
Investment adviser firms can also qualify as accredited investors. This qualification allows them to participate in private investment opportunities typically reserved for accredited investors.
📄️ Financial Entities
Financial entities, including banks, savings and loan associations, insurance companies, and others, can qualify as accredited investors. This qualification allows them to participate in private investment opportunities typically reserved for accredited investors.