Disclaimers & Information

Investment Status

Evergreen refers to “open-ended” investments. These are similar to mutual funds where purchases may be made on a regular basis based on the terms and conditions of the opportunity. Many private evergreen investments may be purchased on a monthly or quarterly basis and often have shorter-term redemption options, like monthly or quarterly but some have early redemption penalties.

Limited usually refers to a limited time offering. Certain limited partnerships, for example, are open to investors for a short period of time, like one or two weeks, until the issuer raises their target for that opportunity. Advisory firms indicate interest for an opportunity, based on investor interest, and issuers allocate to the advisory firms based on availability. Limited opportunities are often lock-in for longer periods of time, often in the range of three to ten years and there is often no liquidity during this period.

Sold Out mostly relates to Limited Investment Status and indicates that the opportunity is no longer available. We keep these listed so interested parties know that the opportunity is closed and if interested they should look for a similar future opportunity.

Check with us or your financial professional for the purchase terms relating to each opportunity.

Anticipated Annualized Return

When making investment decisions, it is important to conduct thorough research, consider your own financial goals and risk tolerance, and consult with a qualified financial advisor or investment professional who can provide personalized advice based on your individual circumstances.

Please remember that investing in equities or any other financial instrument involves risk, and past performance is not indicative of future results. It is essential to carefully evaluate your investment options and understand the potential risks and rewards before making any investment decisions.

Past performance or stated anticipated returns are not guarantees of future performance. Anticipated returns are estimates provided by issuers of the opportunities listed on this website and are based on a wide range of factors which may change over time and should only be used to help to make judgements and comparisons when conducting your due diligence to determine suitability for your personal investment strategies.

Please contact us or your professional financial professional for an in-depth discussion about opportunities for appropriate counsel.

Investor Profile

As there is a wide range of opportunities listed on this website, we rate each opportunity with one of the following profiles:

Open

Available for purchase by most investors, based on suitability, risk tolerance and minimum investment guidelines.

Accredited

Your net income before taxes was more than $200,000 in each of the 2 most recent calendar years, and you expect it to be more than $200,000 in this calendar year. (You can find your net income before taxes on your personal income tax return.)

Your net income before taxes combined with your spouse’s was more than $300,000 in each of the 2 most recent calendar years, and you expect your combined net income before taxes to be more than $300,000 in the current calendar year.

Either alone or with your spouse, you own more than $1 million in cash and securities, after subtracting any debt related to the cash and securities.

Either alone or with your spouse, you have net assets worth more than $5 million. (Your net assets are your total assets (including real estate) minus your total debt.)

Eligible

Your net income before taxes was more than $75,000 in each of the 2 most recent calendar years, and you expect it to be more than $75,000 in this calendar year. (You can find your net income before taxes on your personal income tax return).

Your net income before taxes combined with your spouse’s was more than $125,000 in each of the 2 most recent calendar years, and you expect your combined net income to be more than $125,000 in this calendar year. (You can find your net income before taxes on your personal income tax return).

Either alone or with your spouse, you have net assets worth more than $400,000. (Your net assets are your total assets, including real estate, minus your total debt including any mortgage on your property.)