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Investor Suitability

 

To purchase an interest in our Synergy fund, an Investor must meet certain eligibility and suitability standards, some of which are set forth below, and must execute a Subscription Agreement and Power of Attorney. By executing the Subscription Agreement, an Investor makes certain representations and warranties upon which the Manager will rely on in accepting applications.

Rule 501 of Regulation D of the Securities Act defines Accredited Investors as:

  • Natural persons with Earned income exceeding $200,000 (or $300,00 with spouse) over each of the previous two years
  • Natural persons with Net worth over $1 million either individually or with spouse
  • A bank, insurance company or registered investment company
  • A charitable organization, corporation or LLC with assets in excess of $5 million
  • Any trust with total assets in excess of $5 million
  • Any entity in which all equity owners are accredited investors

Interests in Synergy fund are available only to accredited investors who meet certain minimum annual or net thresholds. Interests in this fund are offered based on an exemption from the standard registration requirements of the Securities Act. Interests may be subject to legal restrictions on transfer and resale and investors should not assume freedom to resell their interests.

Investing involves risk that investors should be prepared to bear. No investment is free from risk and no strategy or risk management can guarantee returns or eliminate all risk. We use past performance data as a measure but that is not a guarantee or promise of future performance.  The performance data of the fun may not be able to be directly compared to the performance of other private funds.  Synergy is neither an attorney nor account and no portion of Synergy’s website should be interpreted as legal, tax or accounting advice.

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