Join Our Partnership
We offer Two types of Investment Accounts:
Separate Account:
A separate account is a personalized investment account where the investor directly owns the assets. An investment manager makes investment decisions on behalf of the investor while having access to their account. The account offers customization, transparency, and direct ownership of assets. Funds remain in the investor’s (your) account, offering control and security.
Commingled Fund (Pooled Fund):
A commingled fund is an investment vehicle where multiple investors pool their capital into a single fund. The fund is managed by a professional investment manager who makes investment decisions on behalf of all investors. Investors own shares or units in the fund.
Accredited Investor:
An investor in our partnership is required to be an “accredited investor” meeting one of the qualifications below:
a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; OR
a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person; OR
a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.
Qualified Client:
Partners who pay a performance-fee only must also meet the definition of “qualified client”:
Has a net worth (together, in the case of a natural person, with assets held jointly with a spouse) of more than $2,100,000. For purposes of calculating a natural person’s net worth:
(a) The person’s primary residence must not be included as an asset; and
(b) Indebtedness that is secured by the person’s primary residence in excess of the estimated fair market value of the residence must be included as a liability; OR
A natural person who has assets under management with Chakkal Capital Management, LLC in excess of $1,000,000.