SEC Regulation D Criteria · 30 sec · 100% Free · No credit card required

Have you earned $200,000 or more in each of the last two years?

If you count income jointly with a spouse, the number is $300,000. It has to be both years — not just one.

Income is only one of five ways to qualify. If this one isn’t you, keep going — net worth, a securities license, and a few other paths each qualify on their own.

Question 1 of 5

What is your estimated net worth?

Net worth is everything you own minus everything you owe — not counting your primary home.

What counts as net worth?

Include: savings, stocks, retirement accounts (401k/IRA), rental properties, business equity.
Exclude: your primary home and its mortgage.
Example: $400K retirement + $200K stocks + $100K savings = $700K net worth.

Question 2 of 5

Do you hold a financial securities license?

A few licenses — Series 7, 65, or 82 — qualify you on their own, no matter your income or net worth.

Question 3 of 5

Do you help run the company offering the deal?

Officers, directors, and partners of that company qualify on their own.

Question 4 of 5

Do any of these describe you?

Some private-fund employees, and people who help run a family office ($5M+ under management), also qualify.

Question 5 of 5

If You Qualify, You Could Unlock

Private Equity

Real Estate Syndications

Venture Capital

Hedge Funds

Private Debt

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