Communications
club_cafe
HelpRegister
Membership in an Investment Club
Not necessarily. If you exceed 100, you may have to register with the SEC and some states may have their own restrictions.
 
Ira Smilovitz
 
In a message dated 1/10/2012 8:00:39 A.M. Eastern Standard Time, mikeshoppell@gmail.com writes:
Is there a limit on the number of members that can belong to
an Investment Club?  Mike Shoppell, member of Merrill Ranch
Club in Florence, Arizona
Speaking of membership in investment clubs, my sisters and I and their families are beginning to form a family investment club, but we are scattered all over the US.  Does anyone know if there are any special state requirements that we have to be aware of tax wise in the states of PA, CO, AK, FL, MN.
 
Amy


From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of IraS1@aol.com
Sent: Tuesday, January 10, 2012 6:05 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Membership in an Investment Club

Not necessarily. If you exceed 100, you may have to register with the SEC and some states may have their own restrictions.
 
Ira Smilovitz
 
In a message dated 1/10/2012 8:00:39 A.M. Eastern Standard Time, mikeshoppell@gmail.com writes:
Is there a limit on the number of members that can belong to
an Investment Club?  Mike Shoppell, member of Merrill Ranch
Club in Florence, Arizona