Accreditation

Accreditation doesn’t have to be difficult.

Since North Peak is registered as a 506c investment fund, we are required to verify that each investor qualifies to invest with us. Luckily, verifying your accreditation is a simple process. To qualify as an accredited investor, the individual/entity needs to satisfy one of several options. The two most common are:

1. Earned income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year

Or

2. A natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual’s primary residence.

(Scroll down for a complete list of other qualifiers)

Listed below are two services we recommend to help you get your accreditation handled quickly:

The complete list of accredited investor qualifiers:

In the United States, to be considered an accredited investor, one must have a net worth of at least $1,000,000, excluding the value of one’s primary residence, or have income at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount this year. The term “accredited investor” is defined in Rule 501 of Regulation D of the U.S. Securities and Exchange Commission (SEC) as:

  1. natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual’s primary residence;
  2. a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year;
  3. a bank, insurance company, registered investment company, business development company, or small business investment company;
  4. an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
  5. a charitable organization, corporation, or partnership with assets exceeding $5 million;
  6. a director, executive officer, or general partner of the company selling the securities;
  7. a business in which all the equity owners are accredited investors; or
  8. a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.”

Find Us

18765 SW Boones Ferry Rd.
Suite 325
Tualatin OR 97062

P: 503-217-2444
T: 855-290-2444
F: 503-655-3318
E: sales@northpeakinvest.com

You have questions.

We have answers...

An affiliate of:

Pin It on Pinterest

Share This