Unlike with public companies, federal securities laws restrict investments in private firms to accredited investors – and for good reason. Investing in the private market carries a much bigger risk as ...

On March 12, the US Securities and Exchange Commission (SEC), via a No Action Letter, issued interpretive guidance clarifying what constitutes “reasonable steps” issuers can take to verify purchasers’ ...

The U.S. Securities and Exchange Commission (SEC) just made a game-changing move for capital raisers utilizing Rule 506(c) under Regulation D. On March 12, 2025; the SEC issued two new C&DIs as well ...

StephenTwomey.com has released a new resource titled “Accredited Investor 2026: Rules, Thresholds & How to Qualify Like a Pro”, providing clarity on one of the most important concepts in private ...

When a company is looking to raise third-party capital, it will frequently sell equity in the form of securities issued by ...

A non-accredited investor is an individual or entity that does not meet the financial requirements set by the Securities and Exchange Commission (SEC) for accredited investor status. This typically ...

Accredited investors must meet financial criteria set by the SEC, allowing them to invest in private offerings such as hedge funds and private equity. A sophisticated investor, on the other hand, does ...

You’ll need to clear some high financial hurdles to become an accredited investor. But if you do, you’ll have some potentially lucrative investment opportunities waiting for you. It’s actually easier ...