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Accredited Investor

Accredited Investor

United States requirements to qualify as the measure of wealth is defined by the Securities and Exchange Commission (SEC)

  • a net worth of $1 million excluding a primary residence   -    or
  • For the past 2 years: $200,000 annual income if single or $300,000 if married
  • More details provided by the SEC

There is a limit of 99 accredited investors that can take part in a single LLC equity offering.  AngelList Syndicates and similar fund structures are helping to address this 99-investor limit problem by pooling investments from accredited investors. This creates one fund that pools investor commitments. There is only one entry on your capitalization table. These syndicates typically come with a cost. This cost is through carried interest. 

Qualified purchasers 

  1. Individuals with over $5 million in net assets and 
  2. Trusts or companies with over $25 million in net assets. 

Qualified purchasers do not face any limit to the number allowed in a deal.

Portfolio Composition

U.S Trust identifies an average accredited, high net worth, investor to allocate 6% of their portfolio to alternative assets. While an average millennial allocates 13% to alternative investments.

Average high net work asset allocation of portfolio in alternatives

Average Millennial Alternative Investment selection

The survey goes on to break out the average allocation and interest within the alternative asset class. Of those survey 30% believe that, "More money can be made by investing in the private market than in the public markets.“

Allocation and interest within Alternative Asset Class

 

 

 

 

Finding the right Investing Portal

Data and insights on alternative investing platforms to help you select where to invest based upon if you are not accredited, deal flow, returns, fees, reviews, and independent analysis. Access growth investments in alternatives like startup equity and crypto at lower costs.

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Cryptocurrency Pricing on 2020-07-02

Name Symbol Price Change 1hr Change 24hrs Change 7Days Market Cap (USD)
Bitcoin BTC $9,228.92 -0.037162 0.932771 -0.309595 $170,002,075,976.16
Ethereum ETH $231.32 -0.115089 2.05352 -1.31518 $25,811,776,391.46
Tether USDT $1.00 -0.00022454 -0.0502258 -0.0364587 $9,192,207,621.65
XRP XRP $0.18 -0.11174 0.419105 -3.54194 $7,828,799,849.56
Bitcoin Cash BCH $223.73 0.00410673 0.154 -3.68541 $4,127,889,043.41
Bitcoin SV BSV $156.87 -0.0217828 -0.681696 -8.80481 $2,894,124,416.09
Litecoin LTC $41.73 -0.0540067 0.26137 -2.39142 $2,709,715,152.48
Binance Coin BNB $15.93 0.091086 3.31457 -0.0635688 $2,478,089,473.05
Cardano ADA $0.10 0.254978 14.0876 16.0123 $2,467,108,657.87
Crypto.com Coin CRO $0.13 -0.103593 -0.486783 7.29317 $2,220,868,771.36

Equity Investing Market Insights

Solutions for real time market analysis to improve your investment decisions leveraging artificial intelligence, data visualization, machine learning, financial modeling, and predictive analytics. Understand trends, sector and geographic performance.