SPV Dictionary

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Qualified Clients

A qualified client is a person that meets certain thresholds set by the SEC, which for individuals are currently at least $1.1. million in assets under management with the applicable investment advisor or a net worth of at least $2.2 million.

Qualified Purchaser

A qualified purchaser is a type of investor (other types are accredited investor and qualified clients) who can participate in certain alternative asset vehicles, such as 3(c)(7) funds. This standard gives SPV Organizers more flexibility in terms of the number of participants that can subscribe than the type of vehicles available for accredited investors (3(c)(1) […]