Please complete and submit the following form to receive access to more detailed fund information at the Zebra Capital Management, LLC website.

In order to ensure that Zebra Capital complies with Federal solicitation rules regarding its funds, we require prospective investors to complete the following questionnaire. Once reviewed, the Investor Relations group will grant secure access to the website for Qualified and / or Accredited Investors.

First Name:
   
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Phone:
   
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Please state your interest in Zebra Capital:  

 

By clicking Submit, I certify that I am a Qualified and / or Accredited Investor under one of the following categories (check box if applicable; one of the following must be applicable to certify registrant as a Qualified and/or Accredited Investor):


  1. ERISA Questions
    1. A plan subject to Title 1 of the U.S. Employee Retirement Income Security Act of 1974, as amended ("ERISA").
    1. An insurance company general account (i) the underlying assets of which include "plan assets," or (ii) that is investing general account assets under the U.S. Department of Labor Advisory Opinion Letter 2005-19.

  2. Individual - Accredited Investor Stipulations
    1. Had an individual annual income in excess of $200,000
    1. Had, together with the Investors spouse, joint annual income in excess of $300,000
    1. Has an individual net worth or joint net worth with the Investors spouse in excess of $1,000,000

  3. Entity - Accredited Investor Stipulations
    1. The Investor is an organization described in Section 501 (c) (3) of the Code, with total assets in excess of $5,000,000
    1. The Investor is one of the following institutional investors as described in Rule 501 (a) adopted by the SEC under the Securities Act
    1. A "bank" or "savings and loan institution" (as defined in the Securities Act)

  4. Qualified Purchaser Stipulations
    1. The Investor is a natural person who owns not less than $5,000,000 in "investments"
    1. The Investor is an entity, acting for its own account or the accounts of other "qualified purchasers," that in the aggregate owns and invests on a discretionary basis, not less than $25,000,000 in "investments"

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