Investor Eligibility
Investor Eligibility
Participation in private energy investment opportunities is typically limited to investors who meet certain financial and experience requirements.
In the United States, these investors are commonly referred to as accredited investors.
What is an Accredited Investor?
An accredited investor is generally defined as an individual who meets certain income, net worth, or professional criteria under applicable U.S. securities regulations.
These requirements are designed to ensure that participants have the financial sophistication and resources necessary to evaluate private investment opportunities, and to bear their risks.
Typical Investors in this Asset Class
Accredited investors interested in energy participation programs commonly include:
- Entrepreneurs
- Family offices
- Experienced private investors
- Professionals seeking diversification
This is a general description, not a statement about who an investment may be suitable for.
Learn More
If you are interested in learning more about energy investing, you can request our introductory guide or speak with a member of our team.
Disclaimer
For informational purposes only. Not an offer to sell securities. Investment opportunities are available to accredited investors only, and only through official offering documents. Consult your financial, legal & tax advisers before investing. Past performance is not indicative of future results. All investments involve risk, including loss of principal. Oil & gas investments are speculative and high-risk.