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tel:
888.868.8467
Home
Borrow
Loan Programs
Borrower Tools
Submit Loan Request
New Account Setup Form
Request Construction Draw
Request Proof of Funds
Request Payoff / VM
Borrower Portal
Broker Programs
Broker Portal
Invest
TaliMar Income Fund
Investor Portal
Request Executive Summary
Investor Tools
New Investor Account Setup Form
New Investment Request Form
Subscribe to Investor Insights
Learn
Blog Posts
Recently Funded Loans
Before & After Photos
Upcoming Events
Company
About TaliMar Financial
Meet the Team
Careers
Contact Us
Contact Us
888.868.8467
toll-free
New Investor Setup Form
Please enable JavaScript in your browser to complete this form.
-
Step
1
of 12
Which type of account are you looking to set up?
Select One
Mortgage Fund
Individual Trust Deeds
Both
Are you an accredited investor?
*
Select One
Yes
No
TaliMar Income Fund I is a 506(c) offering and is restricted to Accredited investors. An accredited investor is considered a person with a net worth exceeding $1 million, either individually or jointly with their spouse, exclusive of their personal residence or has an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year.
Next
Name of Primary Account Holder
*
First
Last
Phone # for Primary Account Holder
*
E-Mail for Primary Account Holder
*
Home Address for Primary Contact
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Mailing Address same as Home Address
Yes
No
Mailing Address for Primary Contact
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Next
Are you married?
*
Select One
Yes
No
Name of Spouse
*
First
Last
Spouse Phone
*
Spouse Email
*
Spouse Home Address
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Mailing Address same as Home Address (Spouse)
Yes
No
Mailing Address for Spouse
Address Line 1
Address Line 2
City
--- Select state ---
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Next
Select Account Type
*
Select One
Individual(s)
Trust
LLC, Corp, LP, Etc.
Investment Retirement Account (IRA)
401k
Pension Plan
Other
Will the investment be made through a third party custodian?
*
Yes
No
A third party custodian would include a self directed IRA service provider or financial brokerage (such as Schwab or Fidelity)?
Next
Name of Trust
*
Example, Mike Smith and Mary Smith, Trustees of the Smith Family Trust dated 01-01-2010
Date of Trust
*
Name of Entity (LLC, Corp, LP, etc.)
*
Example, Investment Entity, LLC
State in which Entity was originally formed?
*
Is the Entity in Good Standing?
Select One
Yes
No
I Don't Know
Name of 401(k)
*
Example, TaliMar Financial 401k Account
Name of Custodian
*
Example, Self Directed IRA Custodian
Custodian Account Number
*