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Please take 5 minutes and complete this short questionnaire.

Once you hit submit, you will immediately be redirected to schedule a call with us.


General Information

Please Read Before Proceeding
U.S securities laws require that we develop substantive relationships with our investors prior to discussing investment opportunities with them in order to determine whether investors are sufficiently sophisticated and any investments are suitability for them. The following questionnaire is intended to start the process of getting to know you a little better. Any information you provide here will be kept in strict confidence. 

Are You an Accredited Investor?++

Are you an individual with a net worth or joint net worth with a spouse or spousal equivalent of at least $1 million, not including the value of your primary residence?

Are you an individual with income exceeding $200,000 in each of the two most recent calendar years or joint income with a spouse or spousal equivalent exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year?

Are you an SEC-registered broker-dealer, SEC- or state-registered investment adviser, or exempt reporting adviser, or an individual holding in good standing any of the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)?

Are you a bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company?

What types of investments do you currently have? check all that apply)

What are your primary investment objectives?
(check all that apply)

What types of investments are you interested in? (check all that apply)

Investment Term
(check all that you would consider)

Other Considerations - Please feel free to add any other considerations you feel would be relevant to establishing your suitability for private placement investments, including other education, business or financial experiences, investment considerations, financial situations, training (including seminars, contenting education, etc) or professional licenses and certifications.

Other Considerations

++ An accredited investor is an investor that is authorized to trade or deal in financial securities that are not registered by financial authorities.

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