An entity or individual that is permitted to buy or invest in securities that are not registered with financial regulatory agencies. Primary regulation includes Regulation D, Rule 501 of the 1933 Securities Act. Summary of requirements include: An individual with credentials such as Series 7, Series 65, or Series 82 licenses; Family offices with at least $5 million in assets; Business entities that own over $5 million or more in assets; An individual with a professional certification, or status as a private fund’s “Knowledgeable Employee;” Married couple in which one spouse qualifies based on their finances.
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