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Hedge Funds Formation

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YourOwnBrokerage provides comprehensive guidance to new managers seeking to form domestic and/or off-shore capital through the establishment of U.S., off-shore or master-feeder hedge fund structures.

 

We have years of experience working closely with investment advisers to properly structure funds on the basis of each manager’s unique trade and investment strategy, target investor profile, liquidity restrictions and expectations, valuation considerations and on a variety of other important variables.

 

We work on a proactive basis with managers throughout the offering process to ensure all offering documents comply with full and fair disclosure requirements, that prospective investors are properly vetted through the subscription process and that all state and federal notice filings are complete.

 

YourOwnBrokerage also counsels established managers seeking to add fund structures to accommodate off-shore and tax-exempt U.S. investors, attract new investors under side letter agreements, establish relationships with third party marketers, solicitors and finders that comply with securities law and create and structure side pockets for illiquid investments, among a variety of other matters.