Privileged & Confidential Information
Qualified Investors will be given unfettered password-protected access
to all ‘privileged and confidential’ information concerning making an
investment in Energy Partner’s Fund-IX. This includes fund performance data and other reports that are supplemental to the Private Placement Memorandum.
Why Must Investors be ‘Qualified’?
When Units of Investment in Energy Partner’s Fund-IX (“EPF-IX”) are sold, they are considered “Securities”.
Under the Securities Act of 1933, a company that offers or sells its
securities must register the securities with the Securities and Exchange
Commission (“SEC”) or find an exemption from the registration requirements.
Registration is a very expensive, complicated process that does not ameliorate value to the investment product and so keeping within the conscripts of Regulation D Rule 506 of the Securities Act of 1933 we confine our sales predominantly to Qualified Individuals who meet the exception of an ‘Accredited Investor’.
The reason for the Accredited Investor requirement is that security
investments embody a certain amount of risk; part or all of the
investment could be lost and the SEC, in looking out for the individual
investor, wants to make sure that the risk can properly be assumed. In
other words, if the investor loses the investment, he or she is not
going to lose everything that is owned, only a fraction of what is
owned. He or she can afford the loss.
Qualified Investor Questionnaire
[Takes less than 3 minutes.]
freely access highly ‘Privileged & Confidential’ information
concerning the latest CEFM investment program after completion of the
A confirming email with Login instructions will be sent to you.
Data You Provide is Held in Utmost Confidentiality
‘Accredited’ Investor Certification
categories of exemptions qualifying an individual or entity as an
‘Accredited Investor’ are likely to fall under one of the following.
natural person who has individual net worth, or joint net worth with
the person’s spouse, that exceeds $1 million at the time of the
purchase. [Includes all property and retirement savings.]
natural person with gross income exceeding $200,000 in each of the two
most recent years or joint income with a spouse exceeding $300,000 for
those years and a reasonable expectation of the same income level in the
- An entity in which all of the equity investors are a person described above.
trust, with total assets in excess of $5,000,000, not formed for the
specific purpose of acquiring the securities offered, whose purchase is
directed by a person who has such knowledge and experience in financial
and business matters that he is capable of evaluating the merits and
risks of the prospective investment.