Investor Application — Correa Public Investments LLC

Step 1 of 7

Step 1

Account Type

Select the structure that best describes how you are investing. This will tailor the questions throughout your application.

Individual

Personal, joint, or trust accounts for individual investors and households.

Institution

LLCs, limited partnerships, corporations, family offices, and other legal entities.

Step 2

Personal Identity

Provide your full legal name and identification details exactly as they appear on your government-issued ID.

Legal Name

First Name *

Middle Name

Last Name *

Date of Birth & Citizenship

Date of Birth *

Country of Citizenship *

Country of Tax Residence *

SSN / Taxpayer Identification Number *

For non-U.S. persons, provide your foreign tax identification number.

Government-Issued Identification

ID Type *

ID Number *

Step 3

Contact & Address

Provide your current contact information and residential address. A mailing address may be added if different from your residence.

Contact Information

Email Address *

Mobile Number *

Residential Address

Street Address, Line 1 *

Street Address, Line 2

City *

State / Province *

ZIP / Postal Code *

Country *

Mailing Address

Same as residential address

Step 5

Accreditation Verification

CPI's offering is restricted to verified accredited investors under SEC Regulation D, Rule 506(c). Select the basis for your qualification and upload supporting documentation.

Basis of Accreditation

Individual Income

$200,000+ in each of the two most recent years, with reasonable expectation of the same this year.

Joint Income

$300,000+ combined income with spouse or spousal equivalent in each of the two most recent years.

Net Worth

Net worth exceeding $1,000,000, individually or jointly with spouse, excluding primary residence.

Professional License

Holder of Series 7, Series 65, or Series 82 license in good standing.

Entity

Entity with total assets exceeding $5,000,000 not formed for the purpose of making this investment.

Supporting Documentation

Upload one or more documents supporting your accreditation claim. Acceptable documents include recent W-2s, tax returns, brokerage statements, a CPA verification letter, or attorney letter. Documents are handled securely and confidentially.

Click to upload documents

PDF, JPG, or PNG — up to 10MB per file

Step 6

Investor Profile

This information helps us assess the suitability of this investment relative to your financial position, experience, and objectives.

Financial Position

Estimated Annual Income *

Estimated Net Worth *

Total Investable Assets (excluding primary residence and pension) *

Investment Experience

Years of Investment Experience *

Liquidity Needs Within 12 Months *

Asset Classes Traded (select all that apply)

Objectives & Risk

Primary Investment Objective *

Risk Tolerance *

Investment Horizon *

Step 7

Subscription & Agreements

Specify your intended investment amount and funding method, then review and acknowledge the required disclosures before submitting your application.

Investment Details

Intended Investment Amount *

Preferred Funding Method *

Bank / Financial Institution

I confirm the funding account is held in my name (or in the legal name of the investing entity).

Acknowledgments & Disclosures

Please read and acknowledge each of the following before submitting your application.

I confirm that I meet the definition of an accredited investor as defined under SEC Rule 501(a), and I understand that CPI may request further documentation to verify my status. I have received, read, and understand the Private Placement Memorandum (PPM), Limited Partnership Agreement (LPA), and all associated risk disclosures. I acknowledge that this investment involves substantial risk, including the possible loss of my entire investment, and that past performance is not indicative of future results. I understand that interests in CPI are illiquid and subject to significant restrictions on transfer. I have no immediate need for liquidity from this investment. I have reviewed the full regulatory disclosures, privacy policy, and terms of use and agree to be bound by them.

Electronic Signature

By typing your full legal name below, you are signing this application electronically. Your electronic signature has the same legal effect as a handwritten signature.

Full Legal Name (Electronic Signature) *

Date

Submission of this application does not constitute an offer to sell or a commitment to invest. CPI will review your application and contact you within 3–5 business days.

Account Type

Personal Identity

Contact & Address

Compliance & AML

Accreditation Verification

Investor Profile

Subscription & Agreements