Small Firm
We are fund formation experts
We partner with alternative investment managers to quickly and affordably establish their fund.
We specialize in forming funds for several asset classes.
Our streamlined approach will have your fund formed in a matter of weeks.
We work with you to craft the optimal fund structure through a comprehensive discovery process
Discovery
Our comprehensive discovery stage helps us understand your business and investment goals so we can craft the optimal fund structure.
A securities attorney specializing in your asset class drafts all of the documents that govern your fund
Fund Documents
This phase involves transforming our discoveries into essential fund documents, including a private placement memorandum, operating agreement, and subscription agreement.
We handle entity registration and manage all regulatory filings to ensure a seamless fund formation process
Entity Formation and Document Filing
We form your entities and file all of the necessary documents with financial regulatory authorities.
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