Fund III represents the next step in SAM Alternatives

Fill out the Fund III Form to learn more

FUND III Self Assessment Form

Learn More About Fund III

Please confirm your investor status:

Accredited Investor

You meet one or more of the following:

Individual income over $200,000 (or $300,000 joint) in each of the last two years, with expectation to earn the same this year
Net worth over $1 million, excluding primary residence
Holder of Series 7, 65, or 82 license
Entity with $5 million+ in investable assets (not formed solely for the investment)
Certain financial institutions

Qualified Purchaser

You meet one or more of the following:

You (individually or jointly) own $5 million+ in investments (excluding primary residence)
You represent an entity or trust with $25 million+ in investments
You are an entity where all beneficial owners are Qualified Purchasers

Licensed Financial Professional

You personally hold a Series 7, 65, or 82 license and are active in the industry

Institutional Investor

You represent a bank, insurance company, RIA, or other regulated financial institution

I confirm that the information provided is true and accurate to the best of my knowledge and understand that access to Fund III materials is limited to eligible investors.

Start Your Journey

When you’re ready to explore stable, income-focused alternative investments, we’re here to guide you. Expand your portfolio. Achieve your financial goals.

Connect with us to learn more about how SAM Alternatives can help unlock your portfolio’s potential.

Welcome to a new standard of investment success. Welcome to SAM Alternatives.