IPA Advances Accredited Investor Reform in Meeting with SEC
The Institute for Portfolio Alternatives (IPA) led a delegation of members from its Accredited Investor Alliance (AIA) in a meeting last month with senior staff from SEC Chairman Atkin’s office and the Division of Corporation Finance. The discussion centered on responsibly expanding access to private market assets by modernizing the accredited investor definition.
The meeting followed the AIA’s recent comment letter urging the SEC to move beyond income and net worth as the sole criteria for investor eligibility. The AIA proposes a more inclusive framework that reflects today’s investor capabilities through financial sophistication and professional guidance.
Key recommendations include:
- Allowing investors who work with registered investment advisers or broker-dealers to access private offerings; and
- Expanding eligibility pathways based on professional credentials, job experience, or examinations.
This effort aligns with President Trump’s August 7th Executive Order on Democratizing Access to Alternative Assets, which directs the SEC and Department of Labor to review and update rules that expand investment access and promote retirement security.
The IPA will continue to engage with the SEC and Congress to promote thoughtful reforms that enhance capital formation and expand wealth-building opportunities for individual investors.
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