Fund Investing

What is an accredited investor?

In order for an individual or an entity to qualify as an accredited investor, they must typically meet at least one of the following criteria:

  1. an individual with income exceeding $200,000 or joint income with his or her spouse of at least $300,000, in each of the last two years with the expectation to reasonably maintain the same level of income in the present year;
  2. an individual with a net worth exceeding $1 million, excluding the primary residence, either individually or jointly with his or her spouse;
  3. an entity that has assets exceeding $5 million that was not formed solely for the purpose of making the investment; or
  4. an entity whose owners all satisfy 1, 2, or 3 above.

For more information about the SEC’s requirements and common exemptions, see Regulation D Rule 506 in this brochure, Q&A: Small Business & the SEC.

Do I have to be an accredited investor to participate in PPR-managed funds?

Yes, our funds are set up for accredited investors only.

How long is the fund investment term?

Each fund and/or offering within a fund has a specified investment term. Currently, the terms range from sixty days to three years.

What is the minimum and maximum fund investment?

The minimum fund investment in the Reliant Income Fund Fund is $50,000 and in the Reliant Liquidity Fund is $25,000. The maximum investment amount is $1,000,000 per EIN.

What’s the difference between Class A, B, and C shares?

The classes are set up for different offerings within the same fund.

Is my fund investment passive?

Yes, investing in the fund is the most passive investment we currently offer. Investors receive their monthly return the 1st of each month directly into their bank account via ACH or they elect to have their returns rolled back into their investment account in order to compound their investment returns.

When and how do I receive my preferred returns?

Preferred returns are directly deposited into your account (via ACH) the 1st of each month unless the investor chooses to compound his/her returns.

How long has PPR been managing funds?

PPR has been managing note funds since 2007. Since then we’ve never missed a payment, nor have we failed to deliver the preferred return or lost any investor’s principal investment capital.

How much notice is required to redeem my shares?

Please see the Offering Docs for specific details, but generally, for the Reliant Liquidity Fund, investors in the 4% offering may request redemption after 60 days and investors in the 6% offering may request redemption after 180 days. For the Reliant Income Fund, investors in the 8% offering may request redemption after one year and investors in the 10% offering may request redemption after three years.

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