Congress Street Business Trust

A subadvised fund to which we allocate alternative income strategies. Focuses on originating high-yield, senior interim cash advances to merchants and small businesses throughout the U.S. Fund’s target return is 200 basis points over and above the yield on the high yield ETF (HYG:NYSE). The manager has provided for a first loss provision, and the fund has an initial one-year lock up period.

congress street fact sheet
congress street investor letter 7-15-2020
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By inputting your contact information here you certify you are an accredited investor under Rule 501 of Regulation D. To be an accredited investor, a person must have an annual income exceeding $200,000, or $300,000 for joint income, for the last two years with expectation of earning the same or higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual’s income and the next two years of joint income with a spouse. The exception to this rule is when a person is married within the period of conducting a test.  A person is also considered an accredited investor if they have net worth exceeding $1 million, either individually or jointly with his spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, director or a related combination thereof for the issuer of unregistered securities.

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