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Equity Estates Investor Relations
1615 Platte Street, 2nd Floor
Denver, CO 80202
Equity Estates Holdings
3340 Peachtree Road, Suite 1010
Atlanta, GA 30326
Investor Relations: 404-445-8501
WHAT IS AN ACCREDITED INVESTOR?
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.
A trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.