Comments on Proposed Rule: Amending the "Accredited Investor" Definition

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Date Received
Date Letter Type Commenter Name
Public Comment Andrew Vollmer, Mercatus Center at George Mason University
Meeting with SEC Officials Memorandum from the Office of Commissioner Elad L. Roisman regarding an August 6, 2020, discussion with representatives of the Angel Capital Association
Public Comment Jonathan Epstein, Executive Director, Defined Contribution Alternatives Association
Public Comment Gary M. Freedman
Public Comment Kelly Wilson
Public Comment Charles vK. Carlson President and Chief Investment Officer, Corbyn Investment Management, Inc., Michael J Fusting, CFA, Co-Chief Investment Officer, Corbyn Investment Management, Inc. and Michael J. Pulcinella, Trader & Investment Analyst, Corbyn Investment Management, Inc.
Public Comment Anthony Chereso, President & CEO, Institute for Portfolio Alternatives
Meeting with SEC Officials Memorandum from the Office of Chairman Clayton regarding a July 8, 2020, telephone conference with representatives of the CFA Institute
Meeting with SEC Officials Memorandum from the Office of Commissioner Elad L. Roisman regarding a June 30, 2020, discussion with representatives of the CFA Institute
Public Comment Bhavin Shah
Meeting with SEC Officials Memorandum from the Division of Corporation Finance regarding a June 30, 2020, telephone conference with representatives of the CFA Institute
Meeting with SEC Officials Memorandum from the Office of Chairman Clayton regarding a June 17, 2020, telephone conference with representatives of the Institute for Portfolio Alternatives
Public Comment Carlo Passeri, Director of Capital Markets and Financial Services, Biotechnology Innovation Organization
Public Comment Linda Hyde, American Association of Private Lenders
Public Comment Andy Green, Managing Director of Economic Policy, Center for American Progress, et al
Public Comment Robert E. Buckholz, Chair, Federal Regulation of Securities Committee, American Bar Association, Business Law Section
Public Comment Kieran Byrn, CPA, CFA, CFP®
Public Comment Ari M. Rubenstein, GTS
Public Comment James C. Allen, CFA, Head, Capital Markets Policy, CFA Institute
Public Comment Brandon Andrews
Public Comment David R. Burton, Senior Fellow in Economic Policy, The Heritage Foundation
Public Comment Robert R. Champion
Public Comment Stuart Kuzik
Public Comment Kamal Jafarnia, General Counsel, Artivest Holdings, Inc.
Public Comment Ben Lawrence
Public Comment Thomas Blank, General Counsel to The Association of Trust Organizations, Inc.
Meeting with SEC Officials Memorandum from the Office of Chairman Clayton regarding a March 26, 2020, meeting with representatives of Managed Funds Association
Meeting with SEC Officials Memorandum from the Office of Commissioner Elad L. Roisman regarding a March 26, 2020 meeting with representativs of MFA
Meeting with SEC Officials Memorandum from the Office of Commissioner Hester M. Peirce regarding a March 26, 2020 meeting with representativs of MFA
Meeting with SEC Officials Memorandum from the Office of Commissioner Hester M. Peirce regarding a March 26, 2020 meeting with representativs of MFA

Last Reviewed or Updated: Dec. 18, 2025

File Number
S7-25-19
Release Number
33-10734
34-87784
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