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Investor & Advisor Interest Questionnaire
Please take a moment to complete the questionnaire below so we can better understand your background and investment interests.
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Takes 1 minute
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Which best describes you?
Select one...
Individual Investor
Financial Advisor / Investment Professional
What best describes your role or investment structure?
Select one...
Individual Investor
Family Office
Institutional Investor
Financial Advisor
Registered Investment Advisor (RIA)
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Are you an accredited Investor
Select one...
Yes
No
Not Sure
If accredited, which best applies to you?
Select one...
Accredited investor with more than $5M in investable assets
Accredited investor with less than $5M in investable assets
Prefer not to disclose
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If applicable, Organization or Firm Name
Approximate Assets Under Management (AUM)
Select one...
Less than $50M
$50M–$500M
$500M–$1B
More than $1B
Not applicable
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Approximate amount you are considering investing:
Select one...
Under $100,000
$100,000–$500,000
$500,000–$1M
$1M+
Not sure yet / Not Applicable
Investment timeline
Select one...
Immediately
Within the next 1–3 months
Within the next 3–12 months
Not sure / Not applicable
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Finally, add your email to get an exclusive discount
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