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Accredited investor - who qualifies?
Accredited investor groups (or an individual or entity) considered as a qualified accredited investor must fall under at least one of the following criteria:
- Natural persons who individually or jointly with their spouse have a total net combined worth in excess of $1,000,000.
- Natural persons who have an income in excess of $200,000 for the two most recent years with an expectation of such income in the current year, or those natural persons who have joint income with their spouse for such periods in excess of $300,000.
- A broker/dealer registered with the Commission under the Exchange Act purchasing for its own account, as an investment is included. [Rule 501(a)(1)].
- Nonprofit tax-exempt organizations, corporations, partnerships, or business trusts with total assets of $5 million or more, provided that such entities have not been formed solely for the purpose of purchasing securities offered pursuant to Regulation D. [Rule 501(a)(3)].
Steps to Invest
- Request Offering Memorandum and Limited Partnership Agreement for the ROI Mercury Fund, LP. Contact us for more information.
- Review Offering Memorandum and Limited Partnership Agreement for investment suitability. We will contact you to answer any questions that you may have.
- Request and complete Subscription Documents.
- ROI Management, LLC will review all submitted documents and determine acceptance into the Fund.
- Request and complete any additional documents required for transfer of assets.
- Coordinate with you the transfer of your investment assets and confirm your effective date in the partnership.
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