Can I transfer my investments from one investment entity to another?

Please email to request information about transferring your investments to a new entity. We can typically only transfer investments for tax or estate planning purposes. 


Here is some of the information that is needed to determine whether a transfer can be facilitated: 

1. Transfer Details: names of the funds with interests you wish to transfer and the % of each interest you wish to transfer
2. KYC, Accreditation, and Tax information for the transferring parties
3. If the entity to which you are transferring interests has not previously invested on AngelList, it will need to have an investment account created 
The processing timeline can vary depending on whether additional documentation or approvals are needed.
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