Name: Y'all Street Yield Commercial Finance Company
Telephone: (214) 641-9092

You must be an Accredited Investor with Y'all Street Yield

Please fill out the Questionnaire or Call Us:

Accredited Investor Questionnaire

Please complete all fields below. This questionnaire is used to verify your status as an accredited investor under SEC Rule 506(c). All information is kept strictly confidential. Please fill out below or email us the form you already have to:

Email: rbennett@firstlex.com

Phone: (214) 641-9092

Address: 3963 Maple Avenue Suite 300 Dallas TX 75219

Full Legal Name *

Email Address *

Phone Number *

Are you investing as an Individual or Entity? *

Entity Name (if applicable)

Individual Income Qualification — Do you have individual income exceeding $200,000 in each of the last two years, with a reasonable expectation of the same this year? *

Joint Income Qualification — Do you and your spouse have joint income exceeding $300,000 in each of the last two years, with a reasonable expectation of the same this year? *

Net Worth Qualification — Do you have a net worth exceeding $1,000,000, excluding the value of your primary residence, either individually or jointly with your spouse? *

Professional License — Do you hold a Series 7, Series 65, or Series 82 license in good standing?

Have you previously invested in private placements, hedge funds, private equity, or other alternative investments? *

What is your anticipated investment range? *

Approximate Liquid Net Worth (excluding primary residence) *

What is your preferred investment horizon? *

How would you describe your risk tolerance? *

Source of Investment Funds *

Tax Filing Status *

Preferred Verification Method for Accredited Status *

How did you hear about Y'all Street Yield?

Any additional comments or questions?

Accredited Investor Requirements

Personal Income Requirements

To qualify as an accredited investor, individuals must have an annual income of at least $200,000 in each of the last two years. If you're married, a combined annual income of $300,000 during the same period meets the criterion.

Net Worth Criteria

You must have a net worth, either individually or jointly with a spouse, exceeding $1 million, excluding the value of your primary residence. This provides an essential indication of your financial well-being.

Professional Affiliation

People holding certain professional licenses can qualify as accredited investors. If you are a licensed banker, insurance agent, or registered investment advisor, you meet one of the criteria for accredited status.

Investment Experience

Individuals with significant experience and knowledge in investing may also qualify. If you can demonstrate a deep understanding of financial and investment strategies, you might be eligible.

Entity Qualifications

Entities such as corporations, partnerships, or trusts can also be recognized as accredited investors. If you manage assets over $5 million, this status may apply to you.

Documentation Process

To confirm your accredited investor status, Y'all Street Yield requires the submission of income verification documents or net worth statements. We aim to make this process straightforward.

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Understand the Accredited Investor Qualification Process

What does it mean to be an accredited investor?

An accredited investor is an individual or entity that meets certain financial criteria set by the Securities and Exchange Commission (SEC). Generally, this includes having a net worth over $1 million (excluding primary residence) or having an income exceeding $200,000 in the past two years (or $300,000 with a spouse). This status allows access to investment opportunities not available to non-accredited investors.

How can I qualify as an accredited investor through Y'all Street Yield?

To qualify with Y'all Street Yield, you will need to submit a verification form where you provide necessary financial information. Our team will review your application and confirm your accredited status. This is an important step to ensure compliance with investment regulations.

Are there fees associated with the accreditation process?

There are no direct fees for the accreditation process itself. However, it is important to consider potential fees related to investment opportunities once you are accredited. These will be detailed in the specific investment offerings.

What types of investment opportunities are available for accredited investors?

As an accredited investor, you will have access to exclusive investment opportunities, including private placements in real estate, venture capital, and other alternative investments that focus on sustainable and organic practices.

Will my information be kept private and secure during the qualification process?

Yes, at Y'all Street Yield, we prioritize your privacy and security. All information provided during the qualification process is kept confidential and utilized solely for compliance and verification purposes.