FirstWave Investment Fund
Name *Email *Phone *What is your primary country of residency? *This will let me know if I'll need a second fund out of the Cayman Islands for non-US investors.Are you an accredited investor or qualified purchaser? *The definitions are down below.Select an optionApproximate amount of capital you would like to invest into the FirstWave Fund? *It's very possible the minimum will be $500k.Select an optionAny message for JonahSpecifics about the fund including investment strategy, fees, minimums, lockup period, etc will be covered in the term sheet and other fund documents.Disclosure: This website is exclusively for gathering indications of interest in a potential future investment vehicle. This website does not constitute investment advice or an offer to sell or a solicitation of an offer to purchase any interests in a Lupton Capital or FirstWave investment vehicle. An offer or solicitation of an investment in any future investment vehicle will only be made pursuant to an offering memorandum, limited partnership agreement and subscription documents, and only the information in such documents should be relied upon when making a decision to invest. Investors in any future investment vehicle will be required to verify their status as an accredited investor, among other requirements.
Accredited Investor
In order to qualify as an accredited investor, individuals must meet one of the following criteria:
FINANCIAL CRITERIA:
- Net worth over $1 million, excluding primary residence (individually or with spouse/partner)
- Income over $200,000 (individually) in each of the prior two years and expects the same for the current year
- Income over $300,000 (with spouse/partner) in each of the prior two years and expects the same for the current year
PROFESSIONAL CRITERIA:
- Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
Qualified Purchaser
In order to qualify as a qualified purchaser, individuals or entities must meet one of the following criteria:
- Individual investors: Have $5 million or more in investments
- Family, trust, or estate planning entity: Have $5 million or more in investments
- Institutional investors: Have $25 million or more in investments
- Qualified institutional buyers: Have $100 million or more in investments
