Skip to main content

To comply with SEC marketing rule (206(4)-1, effective November 4, 2022, we will only provide the Endowment Investment Philosophy White Paper to advisors, institutional investors, family offices and accredited individuals. If you meet one of these qualifications and would like to receive the Endowment Investment Philosophy White Paper, please fill out one of the forms below.

For Financial Professionals.

* Required Fields

    For Accredited Investors.

    * Required Fields

      Accredited Investor Threshold Criteria: 

      • Net Worth: Over $1 million, excluding primary residence (individually or with spouse or partner).
      • Income: Over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.
      • Professional: One of the following.
        • Investment professionals in good standing holding a Series 7, 65, or 82 license.
        • Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company).
        • Any “family client” of a “family office” that qualifies as an accredited investor.
        • For investments in a private fund, “knowledgeable employees” of the fund.