Accessing Investment Information

Please download, complete, and email the Accredited Investor Questionnaire to keith@asharltd.com to receive investment materials.

Who Is an Accredited Investor?

Accredited investors are individuals or entities eligible to participate in certain private investment offerings under federal securities laws.

Individuals may qualify if they meet one of the following:

• Net worth: Over $1 million (excluding primary residence), alone or with a spouse/partner
• Income: Over $200,000 individually, or $300,000 with a spouse/partner, in each of the past two years, with the same expectation for the current year
• Professional status: Holders of Series 7, 65, or 82 licenses; company directors, executive officers, or general partners; qualifying family office clients; or knowledgeable employees of a private fund

Entities may qualify if they meet one of the following:

• Own investments or assets over $5 million (e.g., corporations, LLCs, partnerships, trusts, nonprofits, employee benefit plans, family offices)
• All equity owners are accredited investors
• Are registered or exempt investment advisers or broker-dealers
• Are regulated financial institutions (e.g., banks, insurance companies, BDCs, SBICs)

Completion of the questionnaire is required to determine eligibility.