Accredited Investor Form

To establish your eligibility for our new offerings, please complete the online Accredited Investor Suitability Form below. Your personal information will be treated as strictly private – please see our Privacy Policy.

You may also download the Accredited Investor Form. (Note: In order to download the Form, you will need Adobe Acrobat Reader, which can be downloaded from here.)

All fields are required unless marked optional.

Personal Information

Individual Account Trust Account

Trust Name

First Name

Middle Name

optional

Last Name

Date of Birth

Required for an individual.
If a Trust, enter DOB for the beneficiary.

mm/dd/yyyy

Social Security No./Tax ID

xxx-xx-xxxx OR xx-xxxxxxx

Address

City

State

Zip Code

Phone Number

Second Phone

optional

Cell Phone

optional

Fax

optional

Email Address

Confirm Email Address

In what state are you registered to vote?

Business Information
(Required unless not currently employed or retired.)

Business/Profession

optional

Title

optional

Company

optional

Employed Since

optional

Business Address

optional

City

optional

State

optional

Zip Code

optional

Business Phone Number

optional

Second Phone

optional

Cell Phone

optional

Fax

optional

Email Address

optional

To which address would your prefer that correspondence be sent?

Home Business

Statement as to Accredited Investor Status

For an Individual, please read carefully items 1, 2 and 3, and check ALL items that apply.

1. My net worth (either individually or with my spouse, if any), including investments and all property and other assets excluding my primary residence, exceeds $1,000,000 (note: if the mortgage on your primary residence is greater than its value, please subtract such difference from your net worth).

2. My individual annual income was at least $200,000 in each of the two most recent years, and I expect such income in the current year.

3. My annual income, jointly with my spouse, was at least $300,000 in each of the two most recent years, and I expect such income in the current year.

For a Partnership, Limited Liability Company or Corporation, please read carefully items 4 and 5, and check ALL items that apply.

4. All of the undersigned entity's equity owners meet at least one of the three tests listed above.

5. If the undersigned is a partnership, limited liability company or corporation, it has total assets in excess of $5,000,000.

For a Revocable Trust, please read carefully items 6, 7 and 8, and check ALL items that apply.
In addition, please have the Grantor of the Trust complete as an individual a separate
Accredited Investor Suitability Form.
For an Irrevocable Trust, please read carefully items 7 and 8, and check ALL items that apply.

6. If the undersigned is a revocable trust, it was created by an investor for his or her own benefit, and such investor meets at least one of the first three tests listed above.

7. If the undersigned is a trust, it has total assets in excess of $5,000,000 and its investment decisions are directed by a sophisticated person.

8. If the undersigned is a trust, one or more of its trustees is a bank or similar institution with the authority to direct the trust’s investments.

If NONE of the items 1 through 8 apply, please check the box below:

The applicant is not an Accredited Investor because None of the Above Apply.

Prior Investment Experience and Goals

For Overall Investment Objectives and Real Estate Objectives, rank with a different number from 1 through 4 for each item, with “1” being the highest priority. Please do not repeat the same number rank.

Overall Investment Objectives
(from 1 through 4 in order of priority; 1 being the highest)

Growth

Current Income

Tax Deferral

Liquidity

Real Estate Objectives
(from 1 through 4 in order of priority; 1 being the highest)

Growth

Current Income

Tax Deferral

Liquidity

Risk Tolerance:

Aggressive

Moderate

Conservative

Do Investment Objectives Allow Speculation?

Yes

Primary Source of Income:

Investments

Compensation

Please estimate the percent of real estate in your investment portfolio (excluding personal residence)

My business or investment experience is such that I can analyze a prospective investment and determine whether it is suitable for me.

I normally consult with an investment advisor before making a real estate investment decision.

I have experience as an investor in Stocks which are listed on a national securities exchange.

I have experience as an investor in Mutual funds which hold a portfolio primarily consisting of stocks.

I have experience as an investor in Taxable bonds or other debt instruments.

I have experience as an investor in Tax exempt bonds.

I have experience as an investor in Partnerships, limited liability companies, corporations which invest in real estate or real estate investment trusts (REITs).

I have experience as an investor in Other types of investments not mentioned in any of the previous categories. (Describe)

I was referred to NHCohen Partners LLC. by:

Note: Additional information may be required including a form of personal identification.

Submission of this form is equivalent to a written signature.

By checking this box and typing my name below, I am electronically signing my application.

Name

If a Trust, please indicate in the space provided that the signer is a Trustee for the named trust.

Is all information above accurate? ❯

Personal Information

Business Information (Required unless not currently employed or retired.)

Statement as to Accredited Investor Status

Prior Investment Experience and Goals

Business Information
(Required unless not currently employed or retired.)