If you would like additional information on our Hedge Fund Strategies, please contact us at firstname.lastname@example.org or submit the form below.
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I certify that I am, or the party on whose behalf I am requesting additional information is, an Accredited Investor through following requirement:
I am a natural person who has individual net worth, or joint net worth with my spouse, that exceeds $1 million at the time of the purchase OR I represent an Individual Retirement Account (IRA), a Keogh Plan covering a self-employed individual or a self-directed retirement plan account whose beneficial owner (individually or with my spouse) has a net worth exceeding $1million.
(Net worth means the total value of assets at fair market value, including home, minus total debts/liabilities.
I am a natural person with an income exceeding $200,000 in each of the two most recent years or joint income with my spouse exceeding $300,000 for the two most recent years and a reasonable expectation of attaining the same income level in the current year.
I represent a corporation, partnership, limited liability company, or similar business trust, or a non-profit organization (each, a "business") not formed specifically to invest in Sandler Capital Management's managed investment products, with total assets in excess of $5 million OR a business, not formed specifically to invest in Sandler Capital Management's managed investment products, inwhich all the equity owners are accredited investors.
I represent a bank, savings and loan association, broker, dealer, insurance company, registered investment company, private business development company, or licensed small business investment company.
I represent an employee benefit plan, within the meaning of the U.S. Employee Retirement Income Security Act of 1974, as amended if a bank, savings and loan association, insurance company, or registered investment adviser makes the investment decisions, or I represent an employee benefit plan established by a government or governmental agency for the benefit of its employees, with total assets in excess of $5 million.
I represent a trust with assets in excess of $5 million, not formed to acquire Sandler Capital Management's managed investment products, and whose investments are directed by a knowledgeable and experienced person capable of evaluating the merits and risks of an investment OR I represent a revocable trust whose grantor can revoke the trust and is an accredited investor OR I represent a trust whose trustee is a bank, savings and loan association, or similar institution.