To contact us or request information:

1. Please fill out the information below ( bold indicates required fields ) :

Fund Name
Name
Title
Company
 (for individuals enter "individual" here)
Address
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Comments
 

2. Required: Please select one or more of the fields below.

 

I hereby certify that I am an accredited investor in the accordance with Rule 501(a) of Regulation D of the U.S. Securities Act of 1933, in that (please check all that applies):
I am a natural person whose individual net worth or joint net worth with my spouse exceeds $1,000,000. For purposes of determining individual or joint "net worth", I have not included the value of any primary residence or its related mortgage debt. However, to the extent the related mortgage debt exceeds the value of the primary residence, I have deducted such excess from the net worth calculation.
I am a natural person whose individual income exceeded $200,000 in each of the last two calendar years, or had joint income with my spouse that exceeded $300,000 in each of those years, and has reasonable expectation of reaching the same level in this calendar year.
I represent an entity with total assets in excess of $5,000,000 which was not formed for the purpose of investing in any of the funds represented on this website and the entity is a qualifying organization (see Terms and Conditions for details).
I represent an entity with total assets in excess of $5,000,000 which was not formed for the purpose of investing in any of the funds represented on this website and the trust is a qualifying organization (see Terms and Conditions for details).
I represent an employee benefit plan that satisfies at least one qualifying condition as set forth in the Terms and Conditions (see Terms and Conditions for details).
I represent an organization that is licensed, or subject to supervision by the U.S. Federal or state examination authorities as a "bank", "savings and loan", "Insurance Company", or "small business investment company", or, my organization is registered with the U.S. Securities and Exchange Commission and satisfies qualifying conditions as set Forth in the Terms and Conditions (see Terms and Conditions for details).
I am a "Qualified Purchaser" within the meaning of Sections 3(c)(7) of the Investment Company Act of 1940, as amended and meet all qualifying conditions set forth in the Terms and Conditions (see Terms and Conditions for details).

3. Required: This box must be checked to proceed. When ready, press the 'Submit Information' button.

I HAVE CHECKED AT LEAST ONE BOX ABOVE