Accredited Investor Application
Are you an accredited investor and want to learn more about the investment options SVSM Capital LLC has available as an investment alternative to your hard earned money?
Excellent, fill out the standard Accredited Investor Application form below. This makes sure we’re working with a qualified individual. After you fill out the application we’ll connect with you to show you our available options.
Private Mortgage Lending Application
Accredited investors have the opportunity to invest with our affiliated companies and future investment opportunities.
An accredited investor is a person or a business entity who is allowed to deal in securities that may not be registered with financial authorities.
In the United States, to be considered an accredited investor, one must have a net worth of at least $1,000,000, excluding the value of one's primary residence, or have income at least $200,000 each year for the last two years (or $300,000 combined income if married) and have the expectation to make the same amount this year.
The term "accredited investor" is defined in Rule 501 of Regulation D of the U.S. Securities and Exchange Commission (SEC) as:
-a bank, insurance company, registered investment company, business development company, or small business investment company;
-an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
-a charitable organization, corporation, or partnership with assets exceeding $5 million;
-a director, executive officer, or general partner of the company selling the securities;
-a business in which all the equity owners are accredited investors;
-a natural person who has individual net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual's primary residence;
-a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or
-a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes."