Accredited Investor | PLS Equity

Accredited Investor status is conferred if you meet one of the following classifications listed below. This classification was implemented by the Securities and Exchange Commission to protect individuals that may not be able to weather losses associated with some activities innate to private equity or venture capital.

Individual

Has an annual income of at least $200,000. Additionally, this level of income should be sustained year to year.

Married

$300,000 if combined with a spouse’s income

Assets

Net worth of $1 million or more, either individually or together with a spouse, but excluding the value of a primary residence.

Professional

Individual who holds a valid Series 7, 65 or 82 license

Business

$5,000,000 in assets and not for the sole purpose of acquiring a partnership. Or, all members of the business must be accredited investors.

Accredited investors are an essential part of private equity, as they provide the necessary capital for businesses to expand and grow. Being an accredited investor allows individuals to access higher-risk investments with the potential for higher returns. By investing in private equity, accredited investors are able to diversify their portfolio and increase their exposure to alternative investments. Additionally, accredited investors are able to take advantage of tax benefits that are available with certain investments. Finally, accredited investors are able to take advantage of expertise available in the private equity market, allowing them to make informed decisions based on the knowledge of experienced professionals.