Part of funding portal member: truCrowd, Inc.

How much can one invest through Regulation Crowdfunding?

Last Updated: May 24, 2018 04:16PM CDT

Individual investors are limited in the amounts they are allowed to invest in all Regulation Crowdfunding offerings over the course of a 12-month period:

 

If either an investor’s annual income or their net worth is less than $107,000, then the investor’s investment limit is the greater of:

  • $2,200 or
  • 5 percent of the lesser of the investor’s annual income or net worth.


‚ÄčIf both annual income and net worth are equal to or more than $107,000, then the investor’s limit is 10 percent of the lesser of their annual income or net worth.


During the 12-month period, the aggregate amount of securities sold to an investor through all Regulation Crowdfunding offerings may not exceed $107,000, regardless of the investor’s annual income or net worth.


Spouses are allowed to calculate their net worth and annual income jointly. This chart illustrates a few examples of the investment limits:

 

Investor

Annual Income

Investor

Net Worth

Calculation

Investment Limit

$30,000

$105,000

Greater of $2,200 or 5% of $30,000 ($1,500)

$2,200

$150,000

$80,000

Greater of $2,200 or 5% of $80,000 ($4,000)

$4,000

$150,000

$107,000

10% of $107,000 ($10,700)

$10,700

$200,000

$900,000

10% of $200,000 ($20,000)

$20,000

$1,200,000

$2,000,000

10% of $1,200,000 ($120,000), subject to $107,000 cap

$107,000

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