Legal, Compliance and Disclosures

This material is for informational purposes only and does not constitute an offer to sell securities. Investment involves risk, and past performance is not indicative of future results. This offering is exclusively for accredited investors who meet the requirements set forth by the Securities and Exchange Commission (SEC).

Accredited Investor Requirements:

  • • A net worth of over $1,000,000, either individually or jointly with a spouse or partner, excluding the value of your primary residence.

  1. • An income of over $200,000 per year for the last two years (or $300,000 jointly with a spouse or partner) with the expectation of maintaining that level of income.

  • • Holding an active financial license or certification in good standing (e.g., Series 7, Series 65, Series 82).
  • • Business entities with total assets exceeding $5,000,000.
  • • Entities with equity owners who are all accredited investors.
  • • Trusts with assets over $5,000,000 that were not formed specifically to invest in this fund.