Investor Criteria

Investor Qualifications and Program Guidelines

Accredited Investors: Offerings are limited to “Accredited Investors” as defined in Rule 501(a) of Regulation D promulgated under the Securities Act of 1933, as amended (hereinafter, “Securities Act”). These requirements include either a minimum annual income or minimum investable net worth as follows:

An accredited investor, in the context of a natural person, includes anyone who:

  • Earned Income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current calendar year.

Or

  • Has a net worth in excess of $1 million, either alone or together with a spouse (excluding the value of the individual’s primary residence).

Investment Minimums:  Full Unit Investment minimums of $250,000.00 apply. Certain restrictions may apply and are described in the Investing in the Fund section of this document.

  • Liquidity Guidelines: Due to the limited liquidity and risks involved in alternative investments, Capital Partners may consider limiting individual investors participation in programs based on their personal investable net worth.
  • Liquidity Account: Though not a requirement, Capital Partners recommends the maintenance of a “liquidity account” to reserve funds for upcoming projects.
  • IRA and Retirement Funds: Due to Required Minimum Distributions (RMDs), Capital Partners may restrict participants (based on age and account balances) who are interested in placing alternative investments within their qualified retirement accounts.
  • Fees: Additional custodial, trustee and program valuation fees may apply to qualified investment funds.