Investor eligibility
Thank you for your interest in investing with us.
Under rules set by the U.S. Securities and Exchange Commission (SEC), this offering can only be open to accredited investors. This isn't a judgment about you or your financial savvy. It's a federal requirement that applies to certain private investment opportunities, and we're required to follow it.
What is an accredited investor?
An individual generally qualifies as an accredited investor if they meet one of the following:
- Earned income over $200,000 in each of the past two years (or over $300,000 jointly with a spouse or spousal equivalent), with a reasonable expectation of reaching the same level this year
- Have a net worth over $1 million, individually or jointly with a spouse or spousal equivalent, not counting the value of their primary residence
- Hold certain professional licenses in good standing, such as the Series 7, Series 65, or Series 82
Based on the information you provided, it looks like you don't currently meet these criteria, so we're unable to accept an investment from you for this offering.
If your circumstances change, or if you believe you qualify and want to revisit your information, please reach out to us at investorrelations@portfolia.com.
Thank you again for your interest.