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Are you an accredited investor as defined by the SEC?

An accredited investor, as defined by the SEC, is an individual or entity that meets specific financial qualifications, allowing them to invest in certain private market offerings. To qualify, an individual must have a net worth exceeding $1 million, excluding their primary residence, or an annual income of over $200,000 individually (or $300,000 with a spouse or spousal equivalent) for each of the last two years, with the expectation of maintaining this income level. Certain entities, such as banks, partnerships, and trusts with assets over $5 million, or where all equity owners are accredited investors, also meet these criteria. These requirements are intended to ensure that accredited investors possess the financial capacity and experience to assume the risks associated with private investments.

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How to become a limited parter.

1

Schedule a Discovery Call

The purpose of this call is to ensure our investment strategy aligns with your personal goals and risk tolerances.

2

Review Offering Materials

After confirming that our investment strategies align with your goals, we’ll proceed to reviewing the offering materials with you and address any outstanding concerns.

3

Subscribe and Fund

Subscribe and fund the investment in coordination with OPUS, our third-party fund administrator. Limited partners will receive annual audits through Keiter CPA and tax depreciation benefits through MSC.

Common Questions

How often do I receive my interest distributions?

Limited partners will receive preferred interest distributions annually in the amount of 8%. Annual profits above and beyond the 8% will be split with the limited partners receiving 80% of all benefits.

When will I get my money back?

We intend to wind down the fund and exit all investments at the end of year five.

Why is the investment period 4-6 years?

By completing projects quickly, we can cycle your principal investment into additional real estate deals and further increase profits for the limited partners. The four to six year timeline provides flexibility with exit strategies to maximize investor profits and reduce overall risk.

How much will I get back?

Our intention is to double your money and pay you 8% annually along the way. We will strive to outperform those expectations.

What's the difference between our fund and a syndication?

Syndications are typically pooled investment funds directed toward a single asset. As operators, the syndication model can be slow and paperwork-intensive, while our private equity model provides added flexibility and capacity, enhancing potential capital gains. As a limited partner in the Wollaston Wealth Management Fund, your risk is reduced by having fractional ownership across multiple assets, rather than being tied to a single asset as in the syndication model.