Qualified Client

Treeview Capital offers several investment funds for Qualified Clients only. Generally, these are funds that charge performance-based fees and thus have a higher sophistication threshold for investors.

To be considered a Qualified Client according to the U.S. Securities and Exchange Commission, you need to meet certain financial criteria (see criteria here). Here are the common definitions:
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• You have a net worth of more than $2.2 million (excluding the value of your primary residence).
  
• Alternatively, you can qualify if you have at least $1.1 million in assets under management with Treeview Capital.
  

If you are a qualified investor, attach your proof of net worth here and click "Send File for Review". If you have more than one file, please submit for each file.

We will review your submissions and let you know the result.