Investing in “Alternative Assets” – Private Placements

  • June 08, 2021 2:30 AM
    Message # 10603780
    Lorette Farris (Administrator)

    An Alternative Assets are financial assets that do not fall into one of the conventional investment categories: stocks, bonds, and cash. Instead, alternative assets include private equity (private placements) or venture capital, hedge funds, managed futures, art and antiques, commodities, and derivative contracts. Real estate is also often classified as an alternative investment.

    One needs to qualify to invest in these alternative investments, and qualification is accomplished through Suitability Statements and Questionnaires.

    The purpose of questionnaires is to solicit certain information regarding one’s financial or accreditation status. For example, whether one is an “Accredited” or “Non-Accredited” Investor, as defined under applicable federal and state securities laws, and otherwise meet the suitability criteria established by a Company for investing in its Offering.

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    Last modified: June 08, 2021 2:51 AM | Lorette Farris (Administrator)