Investment Calculator
If you are an individual, Equifund has built an easy to use calculator that will help you determine how much you're allowed to invest.
Simply enter your information below and it will calculate the maximum amount you’re allowed to invest:
The amount you’re allowed to invest in Reg-CF varies on your income and net worth.
Here’s how it breaks down…
- In any 12-month period an individual investor is permitted to invest up to the following limits:
- If your annual income or net worth is less than $107,000, you can invest the greater of $2,200, or 5 percent of your annual income or net worth (whichever is higher).
- If both your annual income and net worth are equal to or more than $107,000, the limit increases to 10 percent of your annual income or net worth (whichever is higher), not to exceed $107,000; and
- If you are an accredited investor, you are not subject to any investing limits in Reg-CF. For a full definition of what an accredited investor is, and how to qualify, click here.
More Equifund Articles:
The Little-Known “Rocket Fuel” for a $75 Billion Market
What’s driving the growth of this red-hot market (and how you can invest in the trend)?
Real Estate, Special Situation Funds, and New SEC Rules
Welcome to the Weekend Edition ofThe Private Capital Insider While your newsfeed is cluttered with opinions about the regularly scheduled debt ceiling shakedown on Capitol Hill… In today’s Weekend Edition, we’re going to be talking about some stories you haven’t
Investing in the future of healthcare in America
The challenges every investor must know about before saying yes to a deal.
Becoming an Accredited Investor
Here’s what you need to know about the most common qualification for investing in private market opportunities.