An institutional investor can be a member firm, a bank, any entity with $50 million or more of total assets, or an IRC Section 403(b) or 457 plan that has at least 100 participants.

Training Mode

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An institutional investor includes the following:

Bank and Member firm

Bank, Member firm and Employee benefit plan under IRC Section 403(b) or 457 that has at least 50 participants

Any entity with $25 million or more of total assets and Employee benefit plan under IRC Section 403(b) or 457 that has at least 50 participants

Any entity with $25 million or more of total assets only