Regulatory FAQ

Why is investing with limited to accredited investors? is subject to the rules and regulations of the Securities and Exchange Commission and applicable state securities commissions. Regulation D of the Securities Act of 1933, as amended, requires to accept accredited investors only.

I am an accredited investor on another site; can I use that accreditation here?

Edgewood requires all prospective investors to self-verify their accreditations status. If you have been previously verified by a third party verification service, your accredidation may be valid for investing on, however you will still be required to self-verify upon creation of an account.

I just signed up, why can’t I access investments right away?

The Securities and Exchange Commission requires a pre-established relationship to be quantified prior to allowing new users access to current investment opportunities. Should you not already have a pre-existing relationship with Edgewood Capital Advisors or, you will be subject to a 30 day cooling off period before you may access currently funding investments.

What forms will I have to complete as a prospective investor?

When you wish to make an investment, will send prospective investors the following documents to be completed through DocuSign:

  • Accredited Investor Self-Assessment
  • Terms of Use
  • Participation Agreement
  • Form W-9