Investors
How the Fund Works
Investor Suitability
Investors must meet certain eligibility and suitability standards in order to become a member of the Fund. Refer to Offering Circular for complete details.
The Investor must be a California Resident (if Investor is a trust, the principal office of trust must be located in California); and
(1) has a net worth (exclusive of home, furnishings and automobiles) of at least Five Hundred Thousand Dollars ($500,000); or
(2) has a net worth (exclusive of home, furnishings and automobiles) of at least Two Hundred and Fifty Thousand Dollars ($250,000) and an annual gross income of at least Sixty-Five Thousand Dollars ($65,000); or
(3) is purchasing in a fiduciary capacity (such as custodian of an IRA or as a trustee of a Keogh trust) for a participant who meets the requirements of either (1) or (2) above.
Retirement Accounts
Self-Directed retirement accounts such as IRA, 401K, Profit Sharing and Pensions provide a great way to invest funds while maintaining the tax advantages of the original accounts. The Private Capital Fund has been approved by a growing list of custodians for self-directed investment accounts including: TD Ameritrade, PENSCO, Fiserv, Trust Company of America, Polycomp, Sterling Trust and Entrust.
Calculate Your Savings
Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Retirement Income
Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Compound Interest
How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your account, the more you earn. This calculator demonstrates how compounding can affect your savings, and how interest on your interest really adds up!
