SEC lines permit the sharing of hedge fund information exclusively to qualified investors. This means investors must be Accredited or, in some cases, Qualified Participants (QP).

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1.*
Are you, or do you represent, an accredited investor?    Yes     No

An accredited investor is defined as being one of the following:
    1. A natural person whose individual net worth, or joint net worth with that person's spouse exceeds $1,000,000

    2. A natural person who had an individual income in excess of $ 200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year.

2.* Are you, or do you represent, a Qualified Participant (QP)?    Yes     No

A Qualified Participant is defined as being one of the following:
    1. A natural person who owns not less than $5,000,000 in investments.

    2. A "family owned company" (as defined below) that owns not less than $5,000,000 in investments. A "family owned company" is defined as a company that is owned directly or indirectly by or for 2 or more natural persons who are related as siblings or spouse (including former spouses), or direct lineal descendents by birth or adoption, spouses of such persons, the estate of such persons, or foundations, charitable organizations, or trust established by or for the benefit of such persons.

3.* Are you a financial advisor, financial planner or broker?    Yes     No

4.* Do you represent a family office?    Yes     No    Assets

5.* Do you have experience investing with hedge funds?    Yes     No
  1. How many years?
  2. How many hedge funds?
  3. Total investment dollars in hedge funds?
  4. What percentage do hedge funds comprise of your portfolio?

6.* What are your investment objectives?
   Capital Preservation?
   Growth?
   Balance between capital preservation and growth?

7.* What investment styles suit your particular interest in hedge funds?
   

8.* What are your miminum return objectives?

9.* What is your risk tolerance?    High    Moderate     or Low

10.* I found out about this site through:
   Search engine
   Broker
   Word of mouth
   News article
   Links from:
   Other:





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