Hedge Funds Formation
How to Launch Your Own Hedge Fund: An Overview
Are you looking to start your own hedge fund? Matwal Group has extensive experience counseling managers in all aspects of fund formation, structuring, and ongoing compliance requirements. We help clients successfully launch their money management businesses and navigate the ever-changing regulatory landscape. Our attorneys represent a broad spectrum of funds with assets ranging from $1 million to $300 million, and employing a variety of strategies.
For those seeking to build a marketable track record without the cost of launching a full-fledged fund, the incubator hedge fund model is a great option. Matwal Group provides counsel to emerging managers employing a variety of investment strategies. We help managers form incubator funds in a cost-effective manner, structured to facilitate the transition to a full-fledged fund.
Fund Structuring & Compliance
We advise clients on a range of matters related to fund formation, compliance, and tax considerations. This includes helping clients attract taxable US investors with a traditional domestic fund structure, as well as helping them attract offshore and/or US tax-exempt investors through offshore domiciles like the British Virgin Islands, Cayman Islands, and Bermuda.
We also help clients with fund structures where investment adviser registration is required or an exemption must be obtained, as well as established managers seeking to add fund structures in order to accommodate new investors under side letter agreements, or to establish relationships with third party marketers, solicitors, and finders.
Our Services
At Matwal Group, we provide a variety of services to hedge fund managers, including:
- Advising on fund structure, including compensation and liquidity provisions, valuation procedures, subscription requirements, etc.
- Preparing private placement memoranda, limited partnership agreements, subscription documents, and management company operating agreements for domestic and offshore entities.
- Collaborating with fund managers to formulate investment goals and strategy descriptions.
- Assisting fund managers with SEC and State investment adviser registration and managers of futures and forex funds with CFTC registration.
- Preparing SEC Form D and state “blue sky” filings.
- Advising on state and federal laws affecting hedge funds.
- Advising on new rules regarding the general solicitation of hedge funds under Rule 506(c) of Regulation D and the accredited investor verification requirements related thereto.
- Advising on UBTI, UBT, franchise tax, and related tax matters relevant to private funds.
- Facilitating the establishment of relationships with hedge fund administrators, accountants, brokers, and other service providers.
- On-going advising and compliance services.
Free Consultation
For specific information about your jurisdiction’s regulatory requirements, the fund formation process, and any other questions you may have, contact Matwal Group. We are happy to provide a free consultation and explain our flat fee transparent pricing and personalized approach to starting your own hedge fund.
How to Launch Your Own Hedge Fund: An Overview
Are you looking to start your own hedge fund? Matwal Group has extensive experience counseling managers in all aspects of fund formation, structuring, and ongoing compliance requirements. We help clients successfully launch their money management businesses and navigate the ever-changing regulatory landscape. Our attorneys represent a broad spectrum of funds with assets ranging from $1 million to $300 million, and employing a variety of strategies.
For those seeking to build a marketable track record without the cost of launching a full-fledged fund, the incubator hedge fund model is a great option. Matwal Group provides counsel to emerging managers employing a variety of investment strategies. We help managers form incubator funds in a cost-effective manner, structured to facilitate the transition to a full-fledged fund.
Fund Structuring & Compliance
We advise clients on a range of matters related to fund formation, compliance, and tax considerations. This includes helping clients attract taxable US investors with a traditional domestic fund structure, as well as helping them attract offshore and/or US tax-exempt investors through offshore domiciles like the British Virgin Islands, Cayman Islands, and Bermuda.
We also help clients with fund structures where investment adviser registration is required or an exemption must be obtained, as well as established managers seeking to add fund structures in order to accommodate new investors under side letter agreements, or to establish relationships with third party marketers, solicitors, and finders.
Our Services
At Matwal Group, we provide a variety of services to hedge fund managers, including:
- Advising on fund structure, including compensation and liquidity provisions, valuation procedures, subscription requirements, etc.
- Preparing private placement memoranda, limited partnership agreements, subscription documents, and management company operating agreements for domestic and offshore entities.
- Collaborating with fund managers to formulate investment goals and strategy descriptions.
- Assisting fund managers with SEC and State investment adviser registration and managers of futures and forex funds with CFTC registration.
- Preparing SEC Form D and state “blue sky” filings.
- Advising on state and federal laws affecting hedge funds.
- Advising on new rules regarding the general solicitation of hedge funds under Rule 506(c) of Regulation D and the accredited investor verification requirements related thereto.
- Advising on UBTI, UBT, franchise tax, and related tax matters relevant to private funds.
- Facilitating the establishment of relationships with hedge fund administrators, accountants, brokers, and other service providers.
- On-going advising and compliance services.
Free Consultation
For specific information about your jurisdiction’s regulatory requirements, the fund formation process, and any other questions you may have, contact Matwal Group. We are happy to provide a free consultation and explain our flat fee transparent pricing and personalized approach to starting your own hedge fund.
