We advise fund managers in all aspects of fund formation, entity structuring, and the ongoing compliance requirements of both the United States and offshore jurisdictions. Our team will assist you in successfully launching your fund and navigating today’s complex regulatory landscape. We represent a vast array of funds employing a multitude of investment strategies with assets under management of between $1 million AUM up to several hundred million in AUM.
We can help:
Prepare your fund’s private placement memorandum, limited partnership agreement, subscription documents, investment advisory contract and management company operating agreements for domestic and offshore entities.
Communicate your fund’s investment goals and strategy descriptions in the offering documents.
Your fund’s investment advisory firm register with the SEC, CFTC, NFA or in any offshore jurisdiction.
Prepare and file SEC Form D and state “blue sky” filings for your fund.
Advise your fund on federal, state and offshore laws affecting hedge funds.
Provide you advice on capital raising rules and regulations such as the general solicitation of hedge fund investors via Rule 506(c) of Regulation D and the accredited investor verification requirements under Rule 501 of Regulation D.
Advise your fund on UBTI, UBIT, franchise tax, domestic tax and foreign tax matters relevant to private funds.
Introduce you to our network of hedge fund service providers such as fund administrators, auditors, prime brokers, and other service providers.