Tagged: accredited investor

October 12, 2026 @ 9:09 am By JD Alois  |  

The definition of an Accredited Investor has long been a discriminatory rule that blocks millions from participating in the Reg D private securities marketplace. Securities issued under Reg D measure in the trillions each year, and almost all promising early-stage firms leverage the exemption to… Read More

September 30, 2026 @ 1:18 pm By JD Alois  |  

The Securities and Exchange Commission (SEC) voted unanimously today to approve new pathways for individuals to qualify as an Accredited Investor, expanding opportunities to access private securities offerings. Broadly speaking, an Accredited Investor may participate in Reg D securities offerings. This exemption is used by… Read More

September 25, 2026 @ 12:33 pm By JD Alois  |  

The Securities and Exchange Commission (SEC) has scheduled an open meeting next week to review several issues. Perhaps the most important for investors is a potential update to the definition of an Accredited Investor. In general, an Accredited Investor is someone who earns over $200,000… Read More

September 8, 2026 @ 11:07 am By JD Alois  |  

The Securities and Exchange Commission under the leadership of Chairman Paul Atkins has made leaps and bounds in updating securities rules to accommodate innovation. He has also expressed his intent on making access to capital easier as well as providing greater access to  private securities… Read More

June 1, 2026 @ 9:23 am By JD Alois  |  

FINRA, the SRO that regulates broker-dealers in the US, has created a new private placement information portion of its website as private markets evolve. Private securities are dominated by Reg D, including Reg D 506 (c), which permits online capital formation (securities crowdfunding) and general… Read More

February 20, 2026 @ 10:34 am By Nick Morgan  |  

In a wide-ranging episode of Investor Choice Advocates Network’s Capital Ideas podcast, Mark Yusko, CEO and Chief Investment Officer of Morgan Creek Capital, offered a masterclass on why the most powerful investment opportunities rarely feel comfortable, why innovation deserves to be treated as its own… Read More

December 24, 2025 @ 9:32 am By JD Alois  |  

The INVEST Act was recently approved by the US House of Representatives and is now in the Senate, where it will be considered to become law. The bill incorporates multiple policy changes that help smaller businesses, as well as improve opportunities for smaller investors. The… Read More

December 12, 2025 @ 9:00 am By JD Alois  |  

The Increasing Investor Opportunities Act of 2025, or Invest Act (HR 3383), was approved by the US House of Representatives yesterday, with 302 in favor and 123 opposed. Eight Representatives did not vote. This legislation may completely reform the definition of an Accredited Investor, which is currently a… Read More

December 5, 2025 @ 12:33 pm By JD Alois  |  

The Increasing Investor Opportunities Act of 2025 (or Invest Act) is moving forward as the House Rules Committee has updated the legislation this week. HR 3383 aims to improve access to capital while boosting opportunity for investors, including by addressing the current discriminatory nature of… Read More

October 31, 2025 @ 1:05 pm By Nick Morgan  |  

When iconic media brands raise capital on modern rails, the camera pans wide and the inequities of U.S. investor access come sharply into focus. Mohit Bhansali, founder and CEO of EquiDeFi, the platform powering the $500 million Los Angeles Times offering, joined ICAN’s Capital Ideas… Read More

September 19, 2025 @ 1:31 pm By JD Alois  |  

In a meeting of the Securities and Exchange Commission (SEC), Investor Advisory Committee (IAC), members approved recommendations pertaining to providing greater access to private securities for retail investors. The IAC was established under the Dodd-Frank Act, which authorizes the Committee to make recommendations to the… Read More

September 11, 2025 @ 12:04 pm By JD Alois  |  

The Investor Choice Advocates Network (ICAN) has filed a lawsuit to challenge the current definition of an Accredited Investor. Under current rules, only affluent investors may participate in certain private securities offerings. Typically, the most successful private firms leverage Regulation D (Reg D) to raise… Read More

August 8, 2025 @ 4:53 pm By Nick Morgan  |  

Breaking the Wealth Barrier: A New Vision for Retail Participation in Private Equity Over the course of this podcast, I’ve had the privilege of speaking with some of the most forward-thinking minds in capital formation, Fintech, and policy. But every so often, a guest brings… Read More

July 21, 2025 @ 6:19 pm By JD Alois  |  

The US House of Representatives has approved legislation that will update the definition of an Accredited Investor, a rule that currently disenfranchises the majority of the population from a booming market. The current definition determines who may participate in certain private securities offerings, mainly Reg… Read More

July 18, 2025 @ 10:00 am By Nick Morgan  |  

As fireworks light up the sky this Independence Day, the Capital Ideas podcast spotlights a different kind of freedom – economic freedom – with a timely discussion on who gets to invest in America. While most Americans can buy luxury goods online, bet on sports… Read More

June 24, 2025 @ 7:00 pm By JD Alois  |  

The Fair Investment Opportunities for Professional Experts Act (HR 3394) has been approved by the House of Representatives. The legislation now moves over to the Senate for a vote. As the Senate is controlled by Republicans, the bill holds a high probability of becoming law…. Read More

May 20, 2025 @ 6:34 pm By JD Alois  |  

The “Accredited Investor Definition Review Act,” HR 3348, has been approved by the House Financial Services Committee in a 36-16 vote. Representative Bill Huizenga, the bill’s sponsor, outlined its goals in an X. “Accredited investors are currently defined by the SEC based on their income and… Read More

May 15, 2025 @ 3:59 pm By JD Alois  |  

The current definition of an Accredited Investor has long been understood to be misdirected, disenfranchising millions of potential investors. Today, the definition defines an individual as “Accredited” based on a wealth metric. Broadly, this means earning over $200,000 a year ($300,000 if married) or having… Read More

April 21, 2025 @ 2:21 pm By Nick Morgan  |  

Investor Choice Advocates Network (ICAN) co-founder Nicolas Morgan and board member Dara Albright recently spoke with newly appointed ICAN Senior Legal Director and Policy Counsel Mark Hiraide, who shared insights on securities regulation reform, the JOBS Act, and potential legislation that could expand capital access… Read More

April 4, 2025 @ 12:54 pm By JD Alois  |  

The definition of an Accredited Investor will probably change this year. Currently, an Accredited Investor is someone who earns over $200,000 a year ($300,000 if married) or holds over $1 million in assets, not counting a primary residence. While certain adjustments have been made to… Read More