About vestrs
Our mission, our team, and our commitment to democratizing startup investing.
What is an Accredited Investor?
Under SEC Rule 501 of Regulation D, an accredited investor is an individual or entity that meets at least one of the following criteria:
- Income: Annual income exceeding $200,000 individually (or $300,000 jointly with a spouse or spousal equivalent) in each of the last two years, with a reasonable expectation of the same in the current year.
- Net worth: Net worth over $1 million, either individually or jointly with a spouse or spousal equivalent, excluding the value of a primary residence.
- Professional certifications: Holding certain qualifying professional certifications, designations, or credentials in good standing (such as Series 7, Series 65, or Series 82 licenses).
This summary is provided for informational purposes only and does not constitute legal or investment advice. Refer to SEC Rule 501 of Regulation D for the complete definition.