Qualified Purchaser
Below is the definition of a "Qualified Purchaser" as applied within select jurisdictions in which Gibraltar Capital Account Holders may reside. If you are seeking Qualified Purchaser status, please establish that you meet one of the requirements below. Then, fill out and submit the Accredited Investor form (which includes questions pertaining to Qualified Purchaser status).
Qualified Purchaser. Select jurisdictions have adopted the U.S. Investment Company Act that may apply to Account Holders making application to select Private Investment products. The "Act" contains the definition of a "Qualified Purchaser". For purposes of making investments in select Gibraltar Capital’s Private Investment Area, the relevant categories of Qualified Purchasers are:
- Any natural person who owns $5,000,000 or more in net investments;
- Any person, acting for his own account or for the accounts of other qualified purchasers who, in the aggregate, owns and invests on a discretionary basis, not less than $25,000,000 in net investments;
- Any family-owned organization or entity that owns $5,000,000 or more in net investments; and
- Any trust that was not formed for the specific purpose of acquiring the securities offered, as to which each trustee and person who contributed assets to the trust meets the requirements under (1), (2) or (3) above.