On March 12, 2025, staff of the Office of Small Business Policy of the Division of Corporation Finance (the “SEC Staff”) of the Securities and Exchange Commission (the “SEC”) issued interpretive ...

Unlike with public companies, federal securities laws restrict investments in private firms to accredited investors – and for good reason. Investing in the private market carries a much bigger risk as ...

An accredited investor letter is a document that verifies an individual or entity meets the financial criteria required to qualify as an accredited investor under U.S. Securities and Exchange ...

On March 12, 2025, the SEC Division of Corporation Finance published a no-action letter that facilitates compliance with Regulation D Rule 506(c), which permits general solicitation, for offerings ...

StephenTwomey.com has released a new resource titled “Accredited Investor 2026: Rules, Thresholds & How to Qualify Like a Pro”, providing clarity on one of the most important concepts in private ...

Accredited investors must meet financial criteria set by the SEC, allowing them to invest in private offerings such as hedge funds and private equity. A sophisticated investor, on the other hand, does ...

Companies, hedge funds and other entities can’t offer or sell securities unless the transaction is registered with the Securities and Exchange Commission, or there is an exemption from registration ...

StephenTwomey.com has published a new resource titled “Accredited Investors’ 2025 Guide: Hedge Funds, Alternative Investments & Private Placements”, offering a forward-looking analysis for investors ...

So far this year, the US House of Representatives has approved two bills that aim to update the definition of an Accredited Investor. An Accredited Investor is broadly defined as someone who earns ...