Terms and Conditions

Access is Available Only for Accredited Investors and Professional Service Providers

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Through registration for this website you are verifying that you are either an Accredited Investor or Professional Service Provider.

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A Professional Service Provider is defined as a Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), Registered Representative, Certified Public Accountant (CPA), Enrolled Agent (EA) or Commercial Real Estate Broker.

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To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years.

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A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities.

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An entity is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million. Also, if an entity consists of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with a sole purpose of purchasing specific securities. If a person can demonstrate sufficient education or job experience showing their professional knowledge of unregistered securities, they too can qualify to be considered an accredited investor.

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Information contained in this website is for informational purposes only.  It does not constitute a recommendation to buy any security.  Patrick Capital Markets may or may not have completed its due diligence on the offerings listed and we may decline to participate in certain offerings presented in this website or determine that one or more of the offerings are not suitable for certain investors.  Website registrants are cautioned that information contained herein is subject to change and availability of the offerings is not guaranteed.