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Broker-Dealer Framework
How MIC Offerings Work
MIC operates through our broker-dealer partner, a FINRA/SIPC-member broker-dealer, providing four key functions on all offerings:
Regulatory Gateway
Private securities offerings conducted through appropriately registered entities. Our broker-dealer partner facilitates compliance with applicable regulations.
Investor Qualification
Accredited investor verification, KYC/AML screening, and suitability checks for all investors brought to an offering.
Due Diligence & Disclosure
Independent “reasonable basis” due diligence under FINRA NTM 10-22 and Rule 2111.
Oversight & Records
Review of offering materials and disclosure language. Maintenance of investor records.
MIC Framework — Investor Benefits
What Our Broker-Dealer Partner's Oversight Means for You
In addition to our broker-dealer partner’s four operational functions above, here is what the full MIC broker-dealer framework provides to investors on every offering.
01. Independent Due Diligence Conducted
Before you are presented with an opportunity, our broker-dealer partner conducts due diligence as required by FINRA. This review covers offering economics, materials, formation documents, and risk disclosures under FINRA NTM 10-22 and Rule 2111.
This process does not constitute a warranty or guarantee as to the viability of the underlying investment.
02. Full Fee and Promote Transparency
Our broker-dealer partner reviews the fees and economics in every MIC offering for compliance with applicable regulations and for reasonableness. This review is intended to support appropriate disclosure — you can see exactly what you are paying and to whom before you commit.
03. Individual Suitability Assessment
Our broker-dealer partner reviews investor-provided financial information prior to acceptance into an offering to assess whether the investor’s profile is consistent with the investment.
Our broker-dealer partner does not provide investment recommendations and makes no warranty with respect to the suitability of any particular investment for you.
04. All Marketing Materials Are Independently Reviewed
Offering communications that constitute “communications with the public” under FINRA Rule 2210 are reviewed by our broker-dealer partner before distribution. Our broker-dealer partner reviews for general compliance with applicable standards and to identify potentially misleading claims.
Our broker-dealer partner relies on issuer representations for the factual accuracy of underlying material statements.
05. Structurally Aligned Interests
MIC is aligned in the promote of every deal alongside you, meaning MIC only wins when you win. This structural alignment ensures that every offering is sourced, structured, and managed with your returns as the primary objective.
06. Investment Committee Access & Governance Insight
Where available, MIC seeks observer participation in sponsor investment committees and governance forums. This access provides an additional layer of institutional oversight beyond traditional LP reporting, allowing MIC to better understand portfolio decisions, capital allocation rationale, and material developments as they occur.
The result is stronger stewardship, more informed investor communication, and enhanced confidence that sponsors remain aligned with stated investment objectives.
07. Lower Minimum Investment
Because MIC pools capital across investors, you can participate in institutional-quality private placements at lower minimums than direct investment requires, broadening access without sacrificing deal quality.