The minimum investment changes over time, based on our investment pipeline and the availability of the opportunities that align with our strict investment criteria. Please get in touch for the latest details.

As with most private investments, the assets are  illiquid. This is one of the benefits of investing in private securities and why the yield is generally more reliable than with public equities. However, you can always reach out and we can try to facilitate the sale of the asset but there is no guarantee that the sale will occur. 

A general rule of thumb is not to invest in private securities with money that you may need in the near future. 

Our fund is open to accredited investors only, as per Investor.gov 

Who is an accredited investor?

An accredited investor, in the context of a natural person, includes anyone who:

• Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
• Has a net worth of over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). 

There are other categories of accredited investors, including the following, which may be relevant to you:

• Any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, or
• Any entity in which all of the equity owners are accredited investors.