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any natural person whose individual net worth,
or joint net worth with that person’s spouse,
exceeds $1 million, or who had individual income
in excess of $200,000 in each of the two most
recent years or joint income with that person’s
spouse in excess of $300,000 in each of those
years and who has a reasonable expectation of
reaching the same level in the current year;
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any
corporation, partnership, business trust, limited
liability company or Section 501(c)(3)
organization with total assets in excess of $5
million that was not formed for the purpose of
investing in the Partnership;
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any employee
benefit plan within the meaning of ERISA, whose
investment decisions are made by a plan fiduciary,
which is a bank, savings and loan association
insurance company or registered investment
advisor, or if the plan has total assets in excess
of $5 million, or if self-directed, its investment
decisions are made solely by persons who are
Accredited Investors;
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any plan
established and maintained by a state, its
political subdivisions, or any agency or
instrumentality thereof, for the benefit of its
employees, if such plan has total assets in excess
of $5 million;
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a small
business investment company licensed by the U.S.
Small Business Administration;
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any director, executive officer or general
partner of the Partnership or any director,
executive officer or general partner of the
General Partner.
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any broker-dealer registered under the
Securities Exchange Act of 1934
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a bank as defined in Section 3(a)(2) of the
1933 Act, whether acting in its individual or
fiduciary capacity;
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a savings and loan association or other
institution as defined in Section 3(a)(5)(A) of
the 1933 Act, whether acting in its individual or
fiduciary capacity;
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an insurance company as defined in Section
2(13) of the 1933 Act;
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an investment company registered under the 1940
Act or a business development company as defined
in Section 2(a)(48) of the 1940 Act;
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a Small Business Investment Company licensed by
the U.S. Small Business Administration under
Section 301 (c) or (d) of the Small Business Act
of 1985;
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a private business development company as
defined in Section 202(a)(22) of the Investment
Advisers Act of 1940;
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any trust, which is not formed for the specific
purpose of investing in the Partnership, with
total assets in excess of $5 million, whose
purchase is directed by a person who has such
knowledge and experience in financial and business
matters that he is capable of evaluating the
merits and risks of the prospective investment;
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any entity (other than Trusts) in which all of
the equity owners are Accredited Investors.
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Investment
experience: |
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Have you ever had a securities brokerage
account?
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Have you ever before bought securities that
were exempt from Federal and state registration?
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Have you ever before invested in a limited
partnership?
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By reason of the undersigned’s knowledge and
experience in financial and business matters in
general, and investments in particular, or the
knowledge and experience in financial and business
matters of any Offeree Representative the
undersigned may engage, the undersigned has, or
the Offeree Representative and the undersigned
together have sufficient knowledge and experience
to evaluate adequately the merits and risks of an
investment by the undersigned in the Partnership.
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Considering all of the facts and circumstances,
including family matters, tax and other financial
responsibilities, the undersigned concludes that
the undersigned is able to bear the full economic
risk of this investment including the loss of the
entire investment amount.
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The undersigned fully understands that the
Interests are not freely transferable and are
subject to significant resale and redemption
restrictions.
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The undersigned represents and warrants that
the information contained in this Questionnaire is
complete, true and correct, that it may be relied
upon and that the undersigned will notify the G.P.
immediately of any material change in any
statement made herein occurring prior to the
issuance of the Interests to the undersigned.
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