How much can one invest via Regulation Crowdfunding?

Last Updated: Jun 14, 2017 11:35AM CDT

Individual investors are limited in the amounts they are allowed to invest in all Regulation Crowdfunding offerings over the course of a 12-month period:
 

  • If either of an investor’s annual income or net worth is less than $107,000, then the investor’s investment limit is the greater of:
  • $2,200 or
  • 5 percent of the lesser of the investor’s annual income or net worth.
    • If both annual income and net worth are equal to or more than $107,000, then the investor’s limit is 10 percent of the lesser of their annual income or net worth.
    • During the 12-month period, the aggregate amount of securities sold to an investor through all Regulation Crowdfunding offerings may not exceed $107,000, regardless of the investor’s annual income or net worth.


Spouses are allowed to calculate their net worth and annual income jointly. This chart illustrates a few examples of the investment limits:
 

Investor
Annual Income
Investor
Net Worth
Calculation
Investment Limit
$30,000
$105,000
Greater of $2,200 or 5% of $30,000 ($1,500)
$2,200
$150,000
$80,000
Greater of $2,200 or 5% of $80,000 ($4,000)
$4,000
$150,000
$107,000
10% of $107,000 ($10,700)
$10,700
$200,000
$900,000
10% of $200,000 ($20,000)
$20,000
$1,200,000
$2,000,000
10% of $1,200,000 ($120,000), subject to $107,000 cap
$107,000
 

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