Qualified Purchaser

Below is the SEC’s definition of a “Qualified Purchaser”. If you are seeking Qualified Purchaser status, please establish that you meet one of the requirements below. Then, fill out and submit the Accredited Investor form [ PDF (3.5 KB) | HTML File (print and sign) ] (which includes questions pertaining to Qualified Purchaser status).

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Qualified Purchaser. Section 2(a)(51) of the Investment Company Act of 1940 ("Investment Company Act") contains the definition of a “Qualified Purchaser”. For purposes of making investments in WRH+Cos Private Investment Area, the relevant categories of Qualified Purchasers are:

1. Any natural person who owns $5,000,000 or more in net investments;
    
   
2. Any person, acting for his own account or for the accounts of other qualified purchasers who, in the aggregate, owns and invests on a discretionary basis, not less than $25,000,000 in net investments;
    
   
3. Any family-owned organization or entity that owns $5,000,000 or more in net investments; and
    
   
4. Any trust that was not formed for the specific purpose of acquiring the securities offered, as to which each trustee and person who contributed assets to the trust meets the requirements under (1),(2) or (3) above.