Accredited Investor Application
Self-Certification Checklist
🔒 SECTION 1: Investor Information
Entity Type...
Individual
Trust
LLC
Corporation
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📜 SECTION 2: Accredited Investor Self-Certification
Check all that apply – must meet at least one criteria to qualify.
I earned income exceeding $200,000 in each of the past two years (or $300,000 with a spouse/partner), and expect the same for this year.
I have a net worth over $1 million, either individually or jointly with a spouse/partner, excluding the value of my primary residence.
I hold in good standing a Series 7, Series 65, or Series 82 license.
I am a director, executive officer, or general partner of Poseidon Group or its general partner.
I am an entity (LLC, trust, or corporation) with total assets in excess of $5 million.
I am a trust with total assets in excess of $5 million, not formed specifically to acquire the securities offered, and directed by a sophisticated person.
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📎 SECTION 3: Document Upload
Proof of Income (optional)
Proof of Net Worth
Copy of SEC License (if applicable)
Entity Formation Docs (if applicable)
Government-issued ID
Taxes (past 3 years)
Investor Experience (Minimum 3 Required)
+ Add More Real Estate Experience
✅ SECTION 4: Consent & Acknowledgment
I certify that the information provided above is true and complete.
I acknowledge this does not guarantee investment access until Poseidon Group reviews and approves my application.
I consent to receive communications electronically from Poseidon Group.
Signature
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