Current OfferingsInvestor Portal

Current offerings.

Offering materials are private and shared only with accredited investors we already know. If a partner has given you the password, enter it below.

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Access is limited to accredited investors with an existing relationship with the firm. Please do not share the password.

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Offerings are open to accredited investors.

Our offerings are private, so we can only work with investors who meet the SEC definition of an accredited investor. Most people qualify one of three ways.

Income

Income above $200,000 in each of the past two years, or $300,000 together with a spouse or partner, with a reasonable expectation of the same this year.

Net worth

Net worth above $1 million, alone or with a spouse or partner, not counting the value of your primary residence.

Entities and professionals

A trust, company or family office with more than $5 million in assets, an entity owned entirely by accredited investors, or an individual who holds a Series 7, 65 or 82 license.

Accreditation is confirmed with a short questionnaire during the subscription process. The full definition is published by the SEC.

Read the SEC definition