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Accredited Opportunities - Intro

This section of the web site is designed to further educate accredited and non-accredited investors and to make them aware of opportunities and challenges in the world of private investing. To learn more continue reading below. To register immediately, click here.

Accredited Investors

Most opportunities we deal with, are exclusive to accredited investors. Securities regulations require us to limit access to these opportunities to those people who we understand to be accredited. Thus the requirement of a registration process prior to accessing details on accredited investment opportunities.

What is an Accredited Investor?

In the U.S. for example which is one of the more stringent securities jurisdictions, an "Individual" accredited investor generally has a net worth of $1,000,000 or more, OR made $200,000 or more per year in the immediate preceding two years.

Entities, such as institutions, partnerships, or pension plans, have different standards for accreditation. Each country has its own securities laws and general test for the equivalent of an "Accredited Investor".

For more information try the links below or call us directly AND always seek your own legal/securities advice.

     USA     Canada     Elsewhere         Close

Accredited Investor Definition - USA:
Accredited investors within the meaning of Rule 501(a) promulgated under the U.S. Securities Act of 1933, as amended. An accredited investor is one of the following:

  • A natural person who (a) has a current net worth, individually or jointly with one's spouse, in excess of $1,000,000 or (b) has had an individual income in excess of $200,000 in each of the two most recent years, or joint income with one's spouse in excess of $300,000, and reasonably expects to earn the same level of income in the current year.
  • A bank as defined in Section 3(a)(2) of the US Securities Act of 1933, as amended (the"Act").
  • A savings and loan association or other institution as defined in Section 3(a)(5)(A) of the Act.
  • A broker or dealer registered pursuant to Section 15 of the US Securities Act of 1934, as amended.
  • An insurance company as defined in Section 2(13) of the Act.
  • An investment company registered under the US Investment Company Act of 1940, as amended (the "Investment Company Act").
  • A business development company as defined in Section 2(a)(48) of the Investment Company Act.
  • A small business investment company licensed by the United States Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958, as amended.
  • A plan established and maintained by a state, it's political subdivisions, or any agency or instrumentality of a state or it's political subdivisions, for the benefit of it's employees which plan has total assets in excess of $5,000,000.
  • An employee benefit plan within the meaning of the US Employment Retirement Income Security Act of 1974, as amended ("ERISA"), if the investment decision is made by a plan fiduciary, as defined in Section 3(21) of ERISA, which is either a bank, savings and loan association, insurance company or registered investment adviser or an employee benefit plan that has total assets in excess of $5,000,000 or, if the plan is self-directed, with investment decisions made solely by persons who are accredited investors.
  • A private business development company as defined in Section 202(a)(22) of the US Investment Advisers Act of 1940, as amended.
  • An organization described in Section 501(c)(3) of the US Internal Revenue Code of 1986, as amended, a corporation, a Massachusetts or similar business trust or a partnership, not formed for the specific purpose of acquiring the securities which may be offered through managedinvestments.com, with total assets in excess of $5,000,000.
Disclaimer:

Information presented on this site has been obtained from sources that Stonehenge reasonably believes to be reliable. However, Stonehenge has not and cannot verify the accuracy of every detail of such information, and potential investors should be aware that such information is subject to change without notice. Not all products and services described on this website are available in all jurisdictions, and certain investments may not be suitable for all investors. Certain investment products that are available to U.S. persons have not been registered with any federal or state regulator, and as a result are available only to certain qualified investors. Qualifications vary from product to product.

The information on this website should not be construed as investment advice. You should obtain independent investment and tax advice before deciding to invest.

This information is for informational purposes only and is provided on an "as is" basis. The user assumes the entire risk of its use. Stonehenge expressly disclaims all warranties of originality, merchantability, of fitness for any particular purpose. Without limiting the foregoing, in no event will Stonehenge, or it's affiliates or employees have any liability in connection with the use by any person of the information or data presented in this website.

Accredited Investor Definition - Canada:

  • (j) An individual who, either alone or with a spouse, beneficially owns, directly or indirectly, financial assets having an aggregate realizable value that before taxes, but net of any related liabilities, exceeds $1,000,000;
  • (k) An individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceeds that net income level in the current calendar year;
  • (l) An individual who, either alone or with a spouse, has net assets of at least $5,000,000;
  • (m) A person, other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements;
  • (a) A Canadian financial institution, or a Schedule III bank,
  • (b) The Business Development Bank incorporated under the Business Development Bank of Canada Act (Canada);
  • (c) A subsidiary of any person referred to in paragraphs (a) or (b), if the person owns all of the voting securities of the subsidiary, except the voting securities required by law to be owned by directors of that subsidiary;
  • (d) A person registered under the securities legislation of a jurisdiction of Canada as an adviser or dealer, other than a person registered solely as a limited market dealer under one or both of the Securities Act (Ontario) or the Securities Act (Newfoundland and Labrador);
  • (e) An individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a person referred to in paragraph (d);
  • (f) The Government of Canada or a jurisdiction of Canada, or any crown corporation, agency or wholly owned entity of the Government of Canada or a jurisdiction of Canada;
  • (g) A municipality, public board or commission in Canada and a metropolitan community, school board, the Comité de gestion de la taxe scolaire de l'île de Montréal or an intermunicipal management board in Québec;
  • (h) Any national, federal, state, provincial, territorial or municipal government of or in any foreign jurisdiction, or any agency of that government;
  • (i) A pension fund that is regulated by either the Office of the Superintendent of Financial Institutions (Canada) or a pension commission or similar regulatory authority of a jurisdiction of Canada;
  • (n) An investment fund that distributes or has distributed its securities only to a person that is or was an accredited investor at the time of the distribution;
  • (o) An investment fund that distributes or has distributed securities under a prospectus in a jurisdiction of Canada for which the regulator or, in Québec, the securities regulatory authority, has issued a receipt;
  • (p) A trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction, acting on behalf of a fully managed account managed by the trust company or trust corporation, as the case may be;
  • (q) A person acting on behalf of a fully managed account managed by that person, if that person: is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction, and in Ontario, is purchasing a security that is not a security of a investment fund;
  • (r) A registered charity under the Income Tax Act (Canada) that, in regard to the trade, has obtained advice from an eligibility adviser or an adviser registered under the securities legislation of the jurisdiction of the registered charity to give advice on the securities being traded;
  • (s) An entity organized in a foreign jurisdiction that is analogous to any of the entities referred to in paragraphs (a) to (d) or paragraph (i) in form and function;
  • (t) A person in respect to which all of the owners of interests, direct, indirect or beneficial, except the voting securities required by law to be owned by directors, are persons that are accredited investors;
  • (u) An investment fund that is advised by a person registered as an adviser or a person that is exempt from registration as an adviser or;
  • (v) A person that is recognized or designated by the securities regulatory authority or, except in Ontario and Quebec, the regulator as: an accredited investor or an exempt purchaser in Alberta or British Columbia after this Instrument comes into force
Disclaimer:

Information presented on this site has been obtained from sources that Stonehenge reasonably believes to be reliable. However, Stonehenge has not and cannot verify the accuracy of every detail of such information, and potential investors should be aware that such information is subject to change without notice. Not all products and services described on this website are available in all jurisdictions, and certain investments may not be suitable for all investors. Certain investment products that are available to U.S. persons have not been registered with any federal or state regulator, and as a result are available only to certain qualified investors. Qualifications vary from product to product.

The information on this website should not be construed as investment advice. You should obtain independent investment and tax advice before deciding to invest.

This information is for informational purposes only and is provided on an "as is" basis. The user assumes the entire risk of its use. Stonehenge expressly disclaims all warranties of originality, merchantability, of fitness for any particular purpose. Without limiting the foregoing, in no event will Stonehenge, or it's affiliates or employees have any liability in connection with the use by any person of the information or data presented in this website.

Accredited Investor Definition - Outside USA and Canada:
Each country has its own securities laws, with most being more liberal that the US. If you meet the following US requirements, in most cases you will qualify as an Accredited Investor. Please refer to the definition below and seek your own legal/securities advice. Also feel free to call us with questions, as we may have already dealt with a similiar situation.

  • A natural person who (a) has a current net worth, individually or jointly with one's spouse, in excess of $1,000,000 or (b) has had an individual income in excess of $200,000 in each of the two most recent years, or joint income with one's spouse in excess of $300,000, and reasonably expects to earn the same level of income in the current year.
  • A bank as defined in Section 3(a)(2) of the US Securities Act of 1933, as amended (the"Act").
  • A savings and loan association or other institution as defined in Section 3(a)(5)(A) of the Act.
  • A broker or dealer registered pursuant to Section 15 of the US Securities Act of 1934, as amended.
  • An insurance company as defined in Section 2(13) of the Act.
  • An investment company registered under the US Investment Company Act of 1940, as amended (the "Investment Company Act").
  • A business development company as defined in Section 2(a)(48) of the Investment Company Act.
  • A small business investment company licensed by the United States Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958, as amended.
  • A plan established and maintained by a state, it's political subdivisions, or any agency or instrumentality of a state or it's political subdivisions, for the benefit of it's employees which plan has total assets in excess of $5,000,000.
  • An employee benefit plan within the meaning of the US Employment Retirement Income Security Act of 1974, as amended ("ERISA"), if the investment decision is made by a plan fiduciary, as defined in Section 3(21) of ERISA, which is either a bank, savings and loan association, insurance company or registered investment adviser or an employee benefit plan that has total assets in excess of $5,000,000 or, if the plan is self-directed, with investment decisions made solely by persons who are accredited investors.
  • A private business development company as defined in Section 202(a)(22) of the US Investment Advisers Act of 1940, as amended.
  • An organization described in Section 501(c)(3) of the US Internal Revenue Code of 1986, as amended, a corporation, a Massachusetts or similar business trust or a partnership, not formed for the specific purpose of acquiring the securities which may be offered through managedinvestments.com, with total assets in excess of $5,000,000.
Disclaimer:

Information presented on this site has been obtained from sources that Stonehenge reasonably believes to be reliable. However, Stonehenge has not and cannot verify the accuracy of every detail of such information, and potential investors should be aware that such information is subject to change without notice. Not all products and services described on this website are available in all jurisdictions, and certain investments may not be suitable for all investors. Certain investment products that are available to U.S. persons have not been registered with any federal or state regulator, and as a result are available only to certain qualified investors. Qualifications vary from product to product.

The information on this website should not be construed as investment advice. You should obtain independent investment and tax advice before deciding to invest.

This information is for informational purposes only and is provided on an "as is" basis. The user assumes the entire risk of its use. Stonehenge expressly disclaims all warranties of originality, merchantability, of fitness for any particular purpose. Without limiting the foregoing, in no event will Stonehenge, or it's affiliates or employees have any liability in connection with the use by any person of the information or data presented in this website.


 

Non-accredited Investors

Some opportunities are not considered “securities” and as such are available to the general public. Many real estate opportunities are an example of non-exclusive investment opportunities. If you are not an accredited investor or are looking for some less expensive investment diversification please visit the Non-Accredited section for real estate and/or other such “non-securities” type investments. You will not be required to register in order to view information about these opportunities.

What’s in it for Stonehenge?

Stonehenge will generally earn a fee for its services and will disclose such as per each individual opportunity. We tend to also invest in the opportunities we discover.

To Register now click here.


DISCLAIMER: We do not offer investment, legal, or tax advice. Nor are we licensed to do so. Hence, this online publication is intended for information purposes only. No statement or expression of opinion directly or indirectly, is an offer, solicitation or recommendation to buy or sell any specific investment instruments or shares in privately held companies. Stonehenge Capital Research does not assume any liability. Also, we strongly urge you to consult a professional investment advisor prior to making any investment decisions. It is the responsibility of the readers to evaluate for themselves the accuracy, completeness and usefulness of any opinion, advise or other content presented in this publication.