- For a non-qualified client where the position will be held at the Sponsor Company, funds must be wired from Folio to the Sponsor using the Fund Direct Forms.
- Please contact Amanda Nguyen at (949) 215-0027 or ANguyen@claraphi.com with any questions or to request investor kits.
- A Claraphi - Alternative Investment Suitability Questionnaire is required for each/multiple alternative transactions.
- A Claraphi - Client Financial Statement is required for accredited investors.
Altegris KKR Commitments Master Fund LP - Accredited
ARC Property Trust - Offering No. 4 - Accredited - No DocuSign
Bourne Seniors Housing IV, LLC - Accredited - DocuSign Eligible
Cantor Fitzgerald - Rodin Global Property Trust (I-Shares) - Qualified - DocuSign Eligible
Carter MultiFamily Growth & Income Fund, LLC - Accredited - DocuSign Eligible
CIM CT - Series A Preferred Stock & Warrant (CLPH_CMCT) - General Suitability
Cunat Multi-Family Investment Fund II, LLC - Accredited - DocuSign Eligible
EPOCH Fund V - Accredited - DocuSign Eligible
Franklin Square III - Qualified
Gladstone Land (CLPH_GLAD) - General Suitability - DocuSIgn Eligible
GK Development - 7% Bonds (CLPH_GKIH) - General Suitability - DocuSIgn Eligible
GK Secured Income V LLC - Accredited - DocuSign Eligible
GPB Holdings III - Accredited - DocuSign Eligible
Greenbacker Renewable Energy (CLPH_GRNB) - Qualified
GWG L Bond II (CLAR_GWG5) - General Suitability - DocuSign Eligible
Hancock Park Corporate Income, Inc. (CLPH_HANC) - Accredited - DocuSign Eligible
iSelect Fund - Accredited- DocuSign Eligible
Lingerfelt Commonwealth Income Fund - Accredited
Lodging Fund REIT III - Accredited - DocuSign Eligible
MCI Preferred Equity Income Fund II, LLC (CLPH_MCI) - Accredited
MDS 2018 - Marcellus Shale Development, LP - Accredited - DocuSign Eligible
Mill Green Fund V - Accredited - DocuSign Eligible
Peachtree Hotel Value & Income Fund II - Accredited - DocuSign Eligible
Pender Capital Asset-Based Lending Fund I, LP (CLPH_PEND) - Accredited