How is my investment limit calculated?

For compliance purposes, we use each Regulation Crowdfunding's offering's closure date to select investments in the rolling 12-month calculation, and not the investment commitment date. 

Investment limits are calculated as (Investment commitments as of the date of the campaign they are associated's closing for the next 365 days + any disclosed Title III investments made on other portals).

For example, an investment commitment of $100 made on 1/1/17 for a campaign that closed successfully on 2/1/18, would count as being made and going against an investor's investment limit from 2/1/18 to 2/1/19.

This means that an investment made during a campaign can count against your 12 month rolling investment limit for more than 12 months depending on when the campaign closes. Please see your profile settings to see your current limit.

Regulation Crowdfunding investments and limits do not affect your investment limits under Regulation A.