The amount you’re allowed to invest in Reg-CF varies on your income and net worth.
Here’s how it breaks down…
- In any 12-month period an individual investor is permitted to invest up to the following limits:
- If your annual income or net worth is less than $107,000, you can invest the greater of $2,200, or 5 percent of the lesser of your annual income or net worth.
- If both your annual income and net worth are equal to or more than $107,000, then the limit increases to 10 percent of the lesser of your annual income or net worth; and
- During the 12-month period, the aggregate amount of securities sold to any investor through all crowdfunding offerings may not exceed $107,000, regardless of the investor’s annual income or net worth.
Equifund has built an easy to use calculator that will help you determine how much you’re allowed to invest. Simply enter your information below and it will calculate the maximum amount you’re allowed to invest: