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Under the federal securities laws, only persons who are accredited investors may participate in certain securities offerings.

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 year, OR
  • has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

There are other categories of accredited investors, including the following, which may be relevant to you:

  • any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, or
  • any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

In order to join our distribution list or receive additional information on our funds, please confirm your status as an accredited investor by checking one of the two boxes below:

I am an accredited investor per the definition in Rule 501 of Regulation D of the Securities Act.I am not an accredited investor.

Please contact us if you have any questions. We thank you again for your interest in Crawford.