QUARTERLY COMMENTARIES
White Brook Capital provides investment management services exclusively for accredited investors.
The risks of investing in a commingled fund such as White Brook Capital are different than in a diversified ETF of mutual fund, you can read more about those risks, here.
A person is considered an accredited investor if:
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He/she has a net worth exceeding $1 million, either individually or as a married couple
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Is a general partner, executive officer, director or a related combination of an issuer of unregistered securities
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An entity is an accredited investor if it is a private business development company or an organization with assets exceeding $5 million
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An entity consisting of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with a sole purpose of purchasing specific securities.
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Registered brokers and investment advisors
By accessing the quarterly commentaries you certify that you meet the requirements of an accredited investor.