Described by the Securities and Exchange Commission:
“In the context of a natural person, includes anyone who: (meets at least one requirement below)
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). “
In the context of a natural person, includes anyone who: (meets at least one requirement below)
Earned income that exceeded $100,000 (or $200,000 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 $300 Thousand, either alone or together with a spouse (excluding the value of the person’s primary residence).
Prior investing experience and education along with the financial requirements.
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