We are happy to report that all Schedule K1 tax forms were processed ahead of schedule and mailed on March 7th. If you have not already received your form in the mail, it should arrive soon.

Please Note: In order to login and download your 2017 Schedule K1’s, you will need to use the username and password created during the 2015-2016 tax years. If you have not registered previously, please refer to the back of page one of your 2016 K1 form to obtain your PIN.

If you are a new investor and do not have a previously distributed K1 form, you will need an assigned PIN in order to register. Please contact our investor services department for assistance.

For information regarding K1 forms or fund performance, please contact our investor services department at 855-4ATAXK1 (855-428-2951). You may also email any inquiries to

Register and Download your 2017 Schedule K-1

Download 2017 K-1 Partner Instructions

If you are having trouble registering or using your username and password, please email

For your convenience, below are some troubleshooting tips/best practices on the new registration process:

  1. Please make sure you select the CHECK BOX.
  2. Please make sure that all Partner IDs are the EIN/SSN from the investor’s K-1. This should not include hyphenation.
  3. The PIN number is case sensitive and should not contain any extra spaces or characters.
  4. After any failed attempts to register, please close out of the internet session before re-submitting your information.

To obtain past copies of Schedule K-1 forms, please contact the General Partner at 855-428-2951.   If you are a registered holder and need account information, please contact our transfer agent at 888-991-9902.

K-1 Delivery Portal Instructions