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Accredited Investor

An investor that satisfies one of Rule 501(a)'s financial, professional, or entity-based tests and therefore may participate in certain exempt offerings.

What traders should verify

For Accredited Investor, identify the exemption or registration path, issuer, securities, investors, amount, first-sale or effectiveness date, closing evidence, proceeds, and ongoing filings.

Do not conflate

A filing, authorization, exemption, marketing event, or stated maximum involving Accredited Investor does not prove that an offering closed or that cash was received.

Primary source

SEC definition

Source boundary: this glossary reflects SEC staff views and is not a Commission rule, regulation, or statement. Check the linked source for current wording and legal context.

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