CLIENT ACCREDITATION QUESTIONNAIRE
To invest with us, SEC Regulations require us to ensure that all investors are “accredited”. This accreditation process is to determine that you meet the minimum income/net worth requirement to invest. Please click on the "New Opportunities” section on the right side of this page, to access and complete this questionnaire. Once completed, you will be directed to our new offering page, with details on our newest offering(s). If you think our investments might be a good fit for your portfolio, please contact Russ McKee at (619) 840-8700, or 619-435-7780 to learn more.
PARTNERSHIP SIZE & MINIMUM INVESTMENT
Our private investments are limited to 10 investors. Our minimum investment is $200,000.00. Most of our private investments generate monthly distributable cash flow, and the life span of most of our investments ranges from 5-7 years.