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Series 7: Investment Information & Recommendations
Series 7 practice questioneasyAlternative Investments — Hedge Funds

To invest in most hedge funds, an individual must qualify as an accredited investor, which requires a minimum net worth of:

  1. A$500,000
  2. B$5,000,000
  3. C$2,000,000
  4. D$1,000,000 (excluding primary residence)✓ Correct answer
Explanation

Why D$1,000,000 (excluding primary residence)

Under SEC Regulation D, an accredited investor must have a net worth exceeding $1,000,000 (excluding the value of their primary residence) or annual income exceeding $200,000 individually ($300,000 with a spouse) for the last two years with a reasonable expectation of the same. These requirements exist because hedge funds are less regulated and carry higher risks.

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