ARA Logo   top banner

Archetype Risk Advisors, Inc.   
195 Church Street, 9th floor     
New Haven, CT 06510-2009  

Tel: 203.497.8700                    
Fax: 203.497.8787                    
EMail: 
Info@ARAPortfolio.com

 


Client Login

Please fill out our online registration form.


User Name*

Password*   

Repeat Password for verification*

First Name*

Last Name*

Company Name*  

Address*


City*

State*                           Zip Code*
              
Phone Number*

Fax Number

Email Address*

The undersigned is an “accredited investor,” as that term is defined under Regulation D promulgated under the Securities Act of 1933, because he, she or it is (please check the appropriate box): 

          

a Keogh Plan, an IRA, an IRA that constitutes a simplified employee pension as defined in the Code (“SEP IRA”), or similar benefit plan that covers only a non-employee natural person whose individual net worth, or joint net worth with that person’s spouse, at the time of his or her purchase of the Interests  exceeds $1,000,000; [1]

a Keogh Plan, IRA, SEP IRA, or similar benefit plan that covers only a non-employee natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year;
a natural person whose individual net worth, or joint net worth with that person’s spouse, at the time of his or her purchase of the Interests exceeds $1,000,000;[1]
a natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year;
an employee benefit plan within the meaning of ERISA, if (a) the investment decision is 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, or (b) the plan has total assets in excess of $5,000,000;
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 its employees, with total assets in excess of $5,000,000;
a trust, with total assets in excess of $5,000,000, not formed for the specific purpose of purchasing Interests, whose purchase is directed by a sophisticated person as described in Rule 506(b)(2)(ii) promulgated under the 1933 Act;
an organization described in Section 501(c)(3) of the Code, not formed for the specific purpose of acquiring Interests, with total assets in excess of $5,000,000;
a corporation, Massachusetts or similar business trust, or partnership, not formed for the specific purpose of purchasing Interests, with total assets in excess of $5,000,000;
a private business development company as defined in Section 202(a)(22) of the Investment Advisers Act of 1940, as amended (“Advisers Act”);
a bank as defined in Section 3(a)(2) of the 1933 Act, or a savings and loan association or other institution as defined in Section 3(a)(5)(A) of the 1933 Act, whether acting in its individual or fiduciary capacity;
a broker or dealer registered pursuant to Section 15 of the Securities Exchange Act of 1934, as amended (“1934 Act”);
an insurance company as defined in Section 2(13) of the 1933 Act;
an investment company registered under the 1940 Act, or a business development company as defined in Section 2(a)(48) of the 1940 Act;
a Small Business Investment Company licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958;

the Managing Member or a director, executive officer or General Partner of the Managing Member; or
 an entity in which all of the equity owners are accredited investors.

[1]          “Net Worth” means the excess of total assets at fair market value, including home (valued at cost or appraised value by an institutional lender making a loan secured by the property), home furnishings and automobiles over total liabilities (including mortgages).

No Offer to Buy or Sell Securities. The information provided on this Site is for general informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities, options, futures or other derivatives related to securities in any jurisdiction. This Site is not an offer or solicitation to participate in any particular trading strategy. This Site and the information contained therein does not take into account -  nor does it provide any tax, legal or investment advice or opinion regarding - the specific investment objectives or financial situation of any person. The investments or trading strategies referred to on this Site may not be suitable for investors depending upon their specific investment objectives and financial situation. Investors should seek professional, financial advice regarding the appropriateness of investing in any investment programs discussed on the Site and should carefully read and consider the risks of investment as detailed in our CTA Disclosure Document or Confidential Offering Memorandum .

Reported Performance Information.   This Site contains information about the performance of investment products offered by ARA. This information represents past performance and is not necessarily indicative of future results. Prospective investors should carefully read our CTA Disclosure Document or Confidential Offering Memorandum  for detailed information on the risks of investment.

       

SECURITY NOTE: You are about to send information across the Internet. We cannot guarantee the privacy of your transmission although we have in place a secure system. Therefore, please do not send specific account information in this submission. Should you have specific inquiries about your account, please call our office at 203.497.8700 .