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Investor Questionnaire

US law requires The Greenline Initiative investors to meet certain financial criteria to be considered an accredited investor. By checking this checkbox you are confirming you fulfill at least 1 of the following criteria:

  • The Subscriber has an individual net worth (determined by subtracting total liabilities from total assets), or joint net worth with the Subscriber’s spouse or a cohabitant occupying a relationship generally equivalent to that of a spouse (a “Spousal Equivalent”) (which can be the aggregate net worth of the Subscriber and spouse or Spousal Equivalent; assets need not be held jointly to be included in the calculation), in excess of $1,000,000; (excluding Subscriber’s primary residence and indebtedness thereon up to the gross value of such residence, except that if the amount of such indebtedness outstanding at the time of Subscriber’s admission to the Partnership exceeds the amount of such indebtedness outstanding 60 days before such time, other than as a result of the acquisition of the primary residence, the amount of such excess shall be included as a liability in the determination of Subscriber’s net worth).
  • The Subscriber had an individual income in excess of $200,000 (or a joint income together with the Subscriber’s spouse or Spousal Equivalent in excess of $300,000) in each of the two most recently completed calendar years, and reasonably expects to have an individual income in excess of $200,000 (or a joint income together with the Subscriber’s spouse or Spousal Equivalent in excess of $300,000) in the current calendar year.
  • The Subscriber holds in good standing one or more of the following professional certifications: General Securities Representative license (Series 7), Private Securities Offerings Representative license (Series 82), or Investment Adviser Representative license (Series 65).

Legal Entity Accreditation

  • The Subscriber is a corporation, partnership, limited liability company, Massachusetts or similar business trust or organization described in Section 501(c)(3) of the U.S. Internal Revenue Code of 1986, as amended, not formed for the specific purpose of acquiring interests in the Partnership that has total assets in excess of $5,000,000.
  • The Subscriber is a bank as defined in Section 3(a)(2) of the Securities Act, a savings and loan association, or other institution defined in Section 3(a)(5)(A) of the Securities Act acting in either its individual or fiduciary capacity (this includes a trust for which a bank acts as trustee and exercises investment discretion with respect to the trust’s decision to invest in the Partnership).
  • The Subscriber is a broker dealer registered pursuant to Section 15 of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”).
  • The Subscriber is an investment adviser registered pursuant to Section 203 of the Advisers Act, or registered pursuant to the laws of a U.S. state.
  • The Subscriber is an investment adviser relying on the exemption from registering with the U.S. Securities and Exchange Commission under Section 203(l) or (m) of the Advisers Act.
  • The Subscriber is an insurance company as defined in Section 2(a)(13) of the Securities Act.
  • The Subscriber is an investment company registered under the U.S. Investment Company Act of 1940, as amended (the “Investment Company Act”), or a business development company as defined in Section 2(a)(48) of the Investment Company Act.
  • The Subscriber is a Small Business Investment Company licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the U.S. Small Business Investment Act of 1958, as amended.
  • The Subscriber is a Rural Business Investment Company as defined in Section 384A of the Consolidated Farm and Rural Development Act of 1972, as amended.
  • The Subscriber is a plan established and maintained by a state, its political subdivisions, or an agency or instrumentality of a state or its political subdivisions, for the benefit of employees, having total assets in excess of $5,000,000.
  • The Subscriber is an employee benefit plan within the meaning of the U.S. Employee Retirement Income Security Act of 1974, as amended (“ERISA”), (a) for which the investment decision to acquire an interest in the Partnership is being made by a plan fiduciary, as defined in Section 3(21) of ERISA, that is either a bank, savings and loan association, insurance company, or registered investment adviser, (b) which has total assets in excess of $5,000,000, or (c) which is self-directed, with the investment decisions made solely by persons who are Accredited Investors.
  • The Subscriber is a private business development company as defined in Section 202(a)(22) of the Advisers Act.
  • The Subscriber is an entity in which each equity owner is an Accredited Investor. (for purposes of selecting this response, it is permissible to look through various forms of equity ownership to natural persons. Those natural persons and all other equity owners of the entity seeking Accredited Investor status must be Accredited Investors).
  • The Subscriber is an entity of a type not listed above that was not formed for the specific purpose of acquiring interests in the Partnership and that owns “investments” (as defined in Rule 2a51-1(b) under the Investment Company Act) in excess of $5,000,000.
  • The Subscriber is a “family office” as defined in Rule 202(a)(11)(G)-1 under the Advisers Act, (a) with assets under management in excess of $5,000,000, (b) that was not formed for the specific purpose of acquiring interests in the Partnership, and (c) whose prospective investment in the Partnership is directed by a person who has such knowledge and experience in financial and business matters that such family office is capable of evaluating the merits and risks of an investment in the Partnership (such a family office, a “Qualified Family Office”).

Trust Accreditation

  • The Subscriber is a trust not formed for the specific purpose of acquiring interests in the Partnership with total assets in excess of $5,000,000 and directed by a person who has such knowledge and experience in financial and business matters as to be capable of evaluating the merits and risks of investing in the Partnership.
  • The Subscriber is a revocable trust (including a revocable trust formed for the specific purpose of acquiring an interest in the Partnership) and the grantor or settlor of such trust is an Accredited Investor.

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