• I have income exceeding $200,000 in each of the two most recent years or joint income with my spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.
• I have a net worth, or joint net worth with my spouse, that exceeds $1 million, or I have assets under Sespe Investment Group’s management of $1 million or above, excluding the value of my primary residence.
• I represent a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.
• I represent a bank, insurance company, registered investment company, business development company, or small business investment company.
• I represent an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million.
• I represent a charitable organization, corporation, or partnership with assets exceeding $5 million.
• I represent a business in which all the equity owners are accredited investors.
Please email info@sespeinvestments.com for access to our NDA and portfolio data. In the meantime, feel free to review a few of our current investments below.