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Project Blue News · Mar 16, 2023

Accredited Investor Qualifications

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Mitch M. · Project Blue News

1.

A) An Individual with a net worth over $1M (minus their primary home)

-OR-

B) Made $200K+ for the last 2 years, and expects to do the same this year.

-OR-

C) $300K+ annually with their spouse.

2. Someone who holds a Series 7, 65, or 82.

3. An employee of a fund.

4. Certain entities: 

  • a bank, insurance company, registered investment company, business development company, or small business investment company;

  • an employee benefit plan if a bank, insurance company, or registered investment adviser is making the investment choices or the plan is worth over $5M (see the Employee Retirement Income Security Act);

  • a charitable org, corporation, or partnership worth over $5M

  • a director, executive, or general partner of the company selling the securities (you'll  be accredited only for that one investment opportunity/issuer);

  • a business whose equity owners are all accredited;

  • a trust with assets over $5M.


***You must check this box to proceed in our Accelerated Accredited Investor Program***"

Project Blue Investors

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