A private placement memorandum (PPM) serves as a comprehensive document outlining material details about the offering. A PPM is a securities disclosure document used …
Investments in Origin Funds are generally illiquid, and investors should anticipate holding their investment for the period specified in each Fund’s respective private placement …
There are a few avenues to stay up to date on the performance: the Origin portal, quarterly investor reports and webinars.
Depending on the specific offering, you might either be required to send capital immediately after signing the subscription documents or to wait until your …
Prospective investors interested in subscribing to a Fund can do so using our investor portal. Once subscription documents have been reviewed by our internal team, …
A qualified purchaser is an individual or a family-owned business that owns $5 million or more in investments, not including a primary residence or …
Verified investors do not need to re-submit accreditation for a period of five years after initial submission.
Verifying your accreditation status through one of the approved methods above is required to invest in an Origin Fund.
Origin will provide a standard accreditation letter that can be signed off on by a CPA, attorney or financial adviser. If those options aren’t …
Origin Funds are offered pursuant to an SEC rule referred to as 506(c). The rule requires that Origin verify the accreditation status of each …
An entity satisfies the SEC’s definition of an accredited investor by meeting one of the following criteria:
Generally, an individual is an accredited investor if they meet one of the following criteria:
To invest in Origin Funds, investors must meet the SEC’s criteria of being an accredited investor.
You can reach our team in one of two ways: