Welcoming Accredited Investors
Fidelis First is an ideal opportunity for Accredited Investors only. We provide safe, stable and consistent returns. Our proprietary algorithm represents more than ten years of effective analysis from 26,000 US markets. Identifying a wealth curve that is appreciating, remaining flat or depreciating, we support our decisions for the optimum locations to deploy capital by way of an expert staff with over two decades of experience.
Requirements
Fund Minimum
Our minimum investment at this time is $100,000.
Accredited Status
Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication:
Financial Criteria
- Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
- Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Professional Criteria
- Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
- Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
- Any “family client” of a “family office” that qualifies as an accredited investor
- For investments in a private fund, “knowledgeable employees” of the fund
For more information about accredited investor classification, visit sec.gov.
For financially sophisticated investors, we provide a log-in for our investor portal via an email where you can view future investments. A follow-up email takes care of necessary signatures and investor questionnaire operating agreement disclosures. Once we have reviewed and accepted your subscription and confirmed payment, you become an official Fidelis First Investor.