Prospective Investors

Thank you for your interest in O’Neil Global Advisors. Please complete the form below and a member of our team will contact you.

The minimum investment account size is $500,000. The firm does not currently accept IRA or other retirement assets.

O’Neil Global Advisors (OGA) is a global investment management firm. Information relating to investments in entities managed by OGA is not available to the general public. Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of any offer to purchase, any securities or other investments. No information contained herein constitutes a recommendation to buy or sell investment instruments or other assets, nor to effect any transaction, or to conclude any legal act of any kind whatsoever in any jurisdiction in which such offer or recommendation would be unlawful. This registration form is not an application form to subscribe for interests in or shares of any of the strategies.

All information provided on this questionnaire will be held in confidence in accordance with O’Neil Global Advisor’s Privacy Policy

If you have any questions or experience any difficulty completing this form, we invite you to contact us at

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* Investor Type

Individuals that are United States Persons (including their trusts)
Individuals that are Not United States Persons (including their trusts)
Family Office
Fund of Funds
Corporate Pension Plan
Public Pension Plan
Insurance Company
Endowment or Foundation
Other (please specify)


* Accredited Investor Status - Do you (or does your organization) qualify as an “accredited investor” in accordance with Rule 501(a) of Regulation D of the Securities Act of 1933? Along with other criteria, an accredited investor has an income more than $200,000 ($300,000 together with a spouse) or a net worth over $1 million, excluding the value of the person's primary residence. For more information, this article may help.


* Qualified Client Status - Do you (or does your organization) meet the definition of a "qualified client"? The general requirements for a qualified client is a $2.1M net worth excluding the value of your primary residence or an investment of at least $1 million with the advisor. For more information, this article may help.


* Qualified Purchaser Status - Do you (or does your organization) qualify as a "qualified purchaser" in accordance with Section 2(a)(51) of the Investment Company Act of 1940? Along with other criteria, a qualified purchaser is an individual, family office, or trust that owns $5 million or more in investments. For more information, this article may help.