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WEBSITE ACCESS FOR PROSPECTIVE INVESTORS
Our website contains considerable information of interest to prospective investors in Southland Capital Management’s flagship fund : BDC II.
However, due to Securities and Exchange Commission (“SEC”) regulations, we are only permitted to provide this information to so-called “accredited investors”. Please review the criteria for qualification as an “accredited investor” below: If you meet any of the requirements to be accredited listed below, click here to access the contact form . We will provide you with the login password to the Prospective Investors section of the website.
The federal securities laws define the term accredited investor in Rule 501 of Regulation D as:
- A person must have experience in managing his personal portfolio.
- A person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1.0 million (excluding their primary residence) at the time of the purchase;
- A person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.
- A bank, insurance company, registered investment company, business development company, or small business investment company;
- An employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million;
- A charitable organization, corporation, or partnership with assets exceeding $5 million;
- A director, executive officer, or general partner of the company selling the securities;
- A business in which all the equity owners are accredited investors;
- A trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.