Can My Entity Invest?

Understanding Accredited Investor Status for Entities

When considering investing through an entity, such as a corporation, LLC, or partnership, it's crucial to determine if that entity meets the accredited investor requirements. This status often grants access to investment opportunities that are generally restricted to individuals above a specific net worth or income. See last week's post on Accredited Investors.

Meeting the Accreditation Requirement

For an entity to qualify as an accredited investor:

• Sole Ownership by Accredited Individuals: All owners of the entity must be accredited investors themselves. This means they must meet the individual accreditation criteria, such as having a net worth of at least $1 million (excluding the value of their primary residence) or an annual income of at least $200,000 (or $300,000 for joint income) for the two most recent years. ?
• Significant Asset Base: The entity must have total assets of over $5 million. This includes the value of its investments, property, and other assets.

Consult with a Professional

Before investing through an entity, it's highly recommended to consult with a financial advisor or attorney. They can provide guidance on the specific requirements, potential benefits and risks, and help you determine if your entity meets the accredited investor criteria.

Bridger Fund is committed to providing investment opportunities to accredited investors. Please don't hesitate to reach out.

Visit our website: Bridger Fund

Make an appointment: https://calendly.com/jennifer-santoso-bridgerfund/30min

We'll return to discuss how to verify your accredited investor status.