Please verify at least one or more of the following qualifications applies to you for you to be considered an accredited investor.
If after you've confirmed you meet the qualifications for an accredited investor and would like to receive information on Heatley Capital's investment offerings, please submit your name and email to be added to our qualified investors list. (Your name, email address, and your accreditation information is always treated as confidential inforomation.)
One or more of the following qualifications must apply to be considered an accredited investor:
- any natural person whose individual new worth, or joint net worth with that person's spouse, at the time of his or her purchase exceeds $1,000,000.
- any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year.
- any private business development company as defined in Section 202(a)(22) of the Investment Advisors Act of 1940.
- any organization described in Section 501(c)(3) of the Internal Revenue Code, corporation, Massachusetts or similar business trust, or partnership not formed for the specific purpose of acquiring the Interest, with total assets in excess of $5,000,000.
- any trust, with total assets in excess of $5,000,000, not formed for the specific purpose of acquiring the Interests, whose purchase is directed by a sophisticated person as described in Rule 506(b) of Regulation D of the Securities Act.
- any entity in which all of the equity owners are Accredited Investors.
- Any employee benefit plan within the meaning of the Employee Retirement Income Securities Act of 1974, if the investment decision is made by a plan fiduciary (as defined in Section 3(21) of the Act) which is either a bank, savings and loan association, insurance company or registered investment advisor.
All information is held in strict confidence and never shared outside of Heatley Capital. We look forward to working with you.