Private Investments: Getting Started
In order to participate in WRH+Co investments you need to be an account
holder and an Accredited Investor. To open an
account, click here.
If you have a brokerage account with WRH+Co and you did not identify yourself as
an Accredited Investor on your original account application,
we need to verify that you are an Accredited Investor before you can
participate. Click here for further instructions on
registering with WRH+Co as an Accredited Investor.
In order to invest in WR Hambrecht + Co Private Investments, including venture,
mezzanine and buyout opportunities, please follow the following instructions:
- Read the Confidentiality Agreement.
- Login to the Private Investments area: Once you have a WRH+Co
brokerage account and we have verified that you are an Accredited Investor,
you can login to the Private Investments area with your brokerage account
number and password. You will be eligible only for investments offered
after the date on which WRH+Co established your status as an Accredited
Investor.
- Review the offering information: After you login, you can review
the list of current offerings. Please read the Investment Memorandum
carefully, as it describes key risks of the offering.
- Place an offer to buy online: If you are interested in a deal,
you may place an Offer to Buy.
- Notification: You will be notified of the allocation results
by email. If you have been allocated a position, you will receive further
instructions and subscription documents by email.
- Payment: Payment for private investment opportunities is debited
from your WRH+Co brokerage account. Your allocation will be rescinded
if you have insufficient funds in your account three days prior to closing.
You may not participate in private investments on margin.
To login right now, click here.
