QUARTERLY COMMENTARIES

White Brook Capital provides investment management services exclusively for accredited investors. 

The risks of investing in a commingled fund such as White Brook Capital are different than in a diversified ETF of mutual fund, you can read more about those risks, here.

A person is considered an accredited investor if:

  1. He/she has a net worth exceeding $1 million, either individually or as a married couple 

  2. Is a general partner, executive officer, director or a related combination of an issuer of unregistered securities

  3. An entity is an accredited investor if it is a private business development company or an organization with assets exceeding $5 million

  4. An entity consisting of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with a sole purpose of purchasing specific securities.

  5. Registered brokers and investment advisors

By accessing the quarterly commentaries you certify that you meet the requirements of an accredited investor.

909 Davis Street, Suite 500 Evanston, IL 60201

(917) 572-2737

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