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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 Reg D fund offerings are structured 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 180 days to three years.

What is the minimum and maximum fund investment?

The minimum investment in the Income Fund offerings is $50,000 and in the Liquidity Fund is $25,000. Additional shares are available for $5,000 each. 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 to be able to offer different rates and terms 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 business day 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 business day of each month – or investors can elect to compound the preferred return along with the initial investment and earn a greater overall return over time.

How long has PPR been managing funds?

PPR has managed and consistently paid on its note funds since 2007.

How much notice is required to redeem my shares?

Please see the Offering Documents for specific details, but generally, for the Liquidity Fund, investors may request redemption 60 days prior to maturity or any time thereafter. For the Income Fund, investors may request redemption 90 days prior to maturity or any time thereafter.

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