Typically, institutional investors and wealthy or privileged clients of investment banks are the ones given the opportunity to invest in initial public offerings (IPOs).
In 2012, Congress passed the Jumpstart Our Business Startups Act, known as the JOBS Act, which greatly expanded entrepreneurs’ access to capital and investors’ ability to invest in smaller businesses and start-up companies.
In 2015, the SEC finalized rules under Title IV of the JOBS Act, often referred to as Regulation A+, which allows companies to raise up to $50 million per year, and allows non-accredited investors the opportunity to invest in these companies, within certain limitations.
Cambria believes that the future of investing is here, and desires to democratize capital raising by bringing investment opportunities to all investors – not just the most wealthy and privileged clients. As a Cambria client, you will likely have the opportunity to invest in IPOs and Regulation A+ offerings. Accredited investors may also be able to participate in Rule 506(c) private placements. Initially, we expect to offer opportunities in real estate offerings, but we do plan to expand our offering verticals into other areas.
How do I get started?
Complete Account Application
You can open individual, joint, corporate and retirement accounts (IRA, Roth, SEP, old 401K Rollover). Most Securities from offerings on our site can be held in a brokerage account with us.
Transfer your Existing Brokerage Account or Fund Account
If you would like to transfer your existing brokerage account to us we can accept most stocks, etf’s and mutual funds. You can also fund your account by wire transfer, ACH deposit or mailing in a check.
Invest or Reserve Shares
Once your online brokerage account is established you can confirm whether to “Invest” or “Reserve” your investment amount depending on the type of offering*. You will be able to view offering summary, diligence materials and offering documents for each opportunity. You will receive an email each time you “Invest” or “Reserve” an Investment amount with instructions on how to confirm and complete your investment.