Hedge Fund Formation
Our areas of expertise.
Most aspiring hedge fund managers come to us with a defined strategy. For example, a long-short equity fund focused on U.S. and European stocks.
But forming a fund is much more than developing an investment strategy. There's no one-size-fits-all approach. And that's where we step in.
We will guide you through the process of creating a fund that both attracts investors and creates a sustainable business. After our discovery process, we roll up our sleeves and get to work. We aim to deliver your fully formed fund within 4 weeks.
Most aspiring hedge fund managers come to us with a defined strategy. For example, a long-short equity fund focused on small cap pharmaceutical stocks.
But forming a fund is much more than developing an investment strategy. There's no one-size-fits-all approach. And that's where we step in.
We will guide you through the process of creating a fund that both attracts investors and creates a sustainable business. After our discovery process, we roll up our sleeves and get to work. We aim to deliver your fully formed fund within 4 weeks.
Most aspiring hedge fund managers come to us with a defined strategy. For example, a long-short equity fund focused on U.S. and European stocks.
But forming a fund is much more than developing an investment strategy. There's no one-size-fits-all approach. And that's where we step in.
We will guide you through the process of creating a fund that both attracts investors and creates a sustainable business. After our discovery process, we roll up our sleeves and get to work. We aim to deliver your fully formed fund within 4 weeks.
Deliverables
Our team of fund formation consultants and attorneys will deliver the following:
Fund Documents
— Private Placement Memorandum
— Subscription Agreement
— Operating Agreement
— Limited Partnership Agreement
— Investment Management Agreement
Entity Formation
— Management Entity (DE)
— Fund Entity (DE)
— Registered Agent
— EINs
Regulatory Filings
— SEC CIK Obtainment
— Form ID
— Form D
Our team of fund formation consultants and attorneys will deliver the following:
Fund Documents
— Private Placement Memorandum
— Subscription Agreement
— Operating Agreement
— Limited Partnership Agreement
— Investment Management Agreement
Entity Formation
— Management Entity (DE)
— Fund Entity (DE)
— Registered Agent
— EINs
Regulatory Filings
— SEC CIK Obtainment
— Form ID
— Form D
Pricing
Our team works on a fixed rate basis. This means there are no outrageous retainers, hourly rates, or nickel and dime tactics.
We will have your fund registered and ready to accept investments in as little as 4 weeks.
Our price for a complete fund setup is $15,000.
Compare this to law firms that charge anywhere from $30,000 to $100,000 for the same services.
Our team works on a fixed rate basis. This means there are no outrageous retainers, hourly rates, or nickel and dime tactics.
We will have your fund registered and ready to accept investments in as little as 4 weeks.
Our price for a complete fund setup is $15,000.
Compare this to law firms that charge anywhere from $30,000 to $100,000 for the same services.
Featured client story
Let's Talk!
Share a few details about your fund on the next page and we'll reach out to discuss your objectives.
Let's Talk!
Share a few details about your fund on the next page and we'll reach out to discuss your objectives.
Let's Talk!
Share a few details about your fund on the next page and we'll reach out to discuss your objectives.
Elevating the global investment community one fund manager at a time.
Elevating the global investment community one fund manager at a time.
Elevating the global investment community one fund manager at a time.