Investors Subject to Limits
Date of Last Revision: September 20, 2022
If you are a non-accredited investor, then the limitation on how much you can invest depends on your net worth and annual income.
If either your annual income or your net worth is less than $124,000, then during any 12-month period, you can invest up to the greater of either $2,500 or 5% of the greater of your annual income or net worth.
If both your annual income and your net worth are equal to or more than $124,000, then during any 12-month period, you can invest up to 10% of annual income or net worth, whichever is greater, but not to exceed $124,000.
Click here to determine how much you are allowed to invest.
Spouses are allowed to calculate their net worth and annual income jointly. This chart illustrates a few examples of the investment limits:
