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CRITERIA TO ENTER PRIVATE CLIENT AREA
By entering this website you agree that you are eligible to
enter the Private Client Area of the site based on ONE or more of the Categories listed
below:
Category A __ You are an individual (not a partnership,
corporation, etc.) whose individual net worth, or joint net worth
with his or her spouse, presently exceeds $1,000,000. Explanation.
In calculating net worth you may include equity in personal property
and real estate, including your principal residence, cash,
short-term investments, stock and securities. Equity in personal
property and real estate should be based on the fair market value of
such property less debt secured by such property.
Category B __ You are an individual (not a partnership,
corporation, etc.) who had an income in excess of $200,000 in each
of the two most recent years, or joint income with his or her spouse
in excess of $300,000 in each of those years (in each case including
foreign income, tax exempt income and full amount of capital gains
and losses but excluding any income of other family members and any
unrealized capital appreciation) and has a reasonable expectation of
reaching the same income level in the current year.
Category C __ You represent a bank; a savings and loan
association; insurance company; registered investment company;
registered business development company; licensed small business
investment company ("SBIC"); or employee benefit plan within the
meaning of Title 1 of ERISA and (a) the investment decision is made
by a plan fiduciary which is either a bank, savings and loan
association, insurance company or registered investment advisor, or
(b) the plan has total assets in excess of $5,000,000 or (c) is a
self directed plan with investment decisions made solely by persons
that are accredited investors.
Category D __ You
represent a private business development
company as defined in Section 202(a)(22) of the Investment Advisors
Act of 1940.
Category E __ You
represent either a corporation,
partnership, Massachusetts business trust, or non-profit
organization within the meaning of Section 501(c)(3) of the Internal
Revenue Code, in each case not formed for the specific purpose of
acquiring the Securities and with total assets in excess of
$5,000,000 .
Category F __ You
represent a trust with total assets in
excess of $5,000,000, not formed for the specific purpose of
acquiring the Securities, where the purchase is directed by a
"sophisticated investor" as defined in Regulation 506(b)(2)(ii)
under the Securities Act.
Category G __ You
represent an entity (other than a trust),
all of the equity owners of which are "accredited investors" within
one or more of the above categories.
Category H __ You are
an individual, or represent an entity that is applying to become a
Special Partner. If you are accepted as a Special Partner you
may be eligible to receive a share of management fees in exchange
for referring clients into the Partnership.
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