Application Form - Limited Partners (LP) or Accredited Investors

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If you are interested in investing in Search Funds or Self-Search individuals please fill out the form below.

Legal Name *

Email *

Cell Phone *

What is your background with investing in Search Funds? Or Private Investments (I.E. Real Estate, PE, VC)? Include 1-3 Sentences if applicable *

Are you an accredited investor?
(Link: SEC - Accredited Investor) *

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

Holder of (Series 7) or (Series 65) or (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

Any specific companies are you looking to invest in? Size? Industry? Theme? Or "general"? *

What is the estimated amount you want to deploy per year? Private investments can range from 10% - 30% for HNW Individuals investment portfolios *

Estimated minimum check size? *

Estimated maximum check size? *

Do you investment on behalf of an individual or a fund? *

Individual or Investment LLC

Micro PE Fund

What questions do you have for us? Otherwise will be in touch *

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