Accredited Investor Form

If you would like more information about investing in private mortgage funds you must first qualify as an accredited investor. Individuals or entities (such as self-directed 401K or IRA holders) who purchase individual notes do NOT have to qualify as an accredited investor.  Kindly complete the form below and one of our representatives will contact you. For purposes of this form, a Unit is equal to $50,000.00.

Click here if you would like a more detailed explanation of accredited investors.

Check all portions of paragraph (a) which are applicable:

(a) I have either

a net worth (exclusive of homes, furnishing and automobiles) of at least three times the full purchase price of my Unit(s) or fraction thereof and have, and anticipate continuing to have, future income, some portion of which will be subject to a combined state and federal marginal income tax rate of at least 39%

a net worth of at least five times the purchase price of the Unit(s), or fraction thereof, being purchased by me

I am an attorney or accountant having extensive professional knowledge and experience concerning private placement investments

I am only interested in single notes or private mortgages of which I will hold sole ownership interest.

Check all portions of paragraph (b) which are applicable:

(b) I am an Accredited Investor as defined in Rule 501 promulgated by the Securities and Exchange Commission in that

my individual income exceeded $200,000 for the last two calendar years ($300,000 for individual and spouse) and I reasonably expect to equal or exceed such income in the current calendar year

my net worth, exclusive of homes, exceeds $1,000,000 (this may be subject to newly determined SEC guidelines which will supersede all information here).

I am not an Accredited Investor or I only wish to invest in individual private mortgages.


Please provide your contact information:

*Indicates Required Field

*First Name:


*Last Name:


Company Name:













Format: 123-456-7890



Format: 123-456-7890



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