Accredited Investor Questionnaire

Before you can view certain investments on the Realized Marketplace, US Securities Laws require that we gather some general information about your investment objectives, preferences and experience.

Please take a moment to answer the following eight (8) questions.

Your answers will remain confidential.

Accredited Investor


An investor with a certain level of income, net worth or financial sophistication who meets the definition of accredited investor as outlined by the SEC in Rule 501 of Regulation D (and as amended by the Dodd-Frank Wall Street Reform and Consumer Protection Act).

In general, there are two types of accredited investors:

Accredited Individual

  • an individual with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or
  • an individual who has a net worth, or joint net worth with the person’s spouse, that exceeds $1 million, excluding the value of their primary residence

Accredited Entity

  • a bank, insurance company, registered investment company, business development company, or small business investment company; or
  • a charitable organization, corporation, or partnership with assets exceeding $5 million; or
  • a business in which all the equity owners are accredited investors; or
  • trust with assets in excess of $5 million, not formed to acquire the securities offered, whose investment decisions are made by a sophisticated person

Please see https://www.sec.gov/answers/rule506.htm for a complete discussion.