Last week we posted our most popular hedge fund articles to date. This week we are providing start up hedge fund managers with a “hedge fund manager start up guide” which consists of the most important articles for start-up (and existing) hedge fund managers. The following article provide you with the background information you need to be prepared to begin the hedge fund formation process.
Our group has worked with over 200 start up hedge funds and hedge fund managers and we know the issues which managers are concerned about. Please contact us if you have any questions on these articles.
Hedge Fund Presentation
- Start Up Presentation – this voice-over presentation goes over most of the topics covered in the posts below. The presentation is about 40 minutes long and discusses the basic issues involved in starting a hedge fund.
The Basics
- Start Up Hedge Fund Timeline
- Hedge Fund Offering Documents
- Overview of Hedge Fund Investment Advisors
- Hedge Fund Managers
- Hedge Fund Attorney
- Hedge Fund Service Providers
Investors and Fees
- Hedge Fund Investors Overview
- Section 3(c)(1) Hedge Funds
- Section 3(c)(7) Hedge Funds
- Hedge Fund Management Fees
- Hedge Fund Performance Fees
- Hedge Fund Expenses Overview
Structural Issues
- Side Letters
- Hedge Fund Hurdle Rate
- Side Pocket
- LP and LLC Fund Taxation
- Hedge Fund Structure: LP and LLC Issues
The Laws
- Overview of the Securities Laws
- Securities Act of 1933
- Securities Exchange Act of 1934
- Investment Advisers Act of 1940
- Investment Company Act of 1940
Raising Hedge Fund Assets
- How to Raise Hedge Fund Capital
- Hedge Fund Databases
- Hedge Fund Websites
- Hedge Fund Pitchbooks
- Hedge Fund Tearsheets
- Hedge Fund Due Diligence
- Requirements for Hedge Fund Performance Reporting
- 5 challenges to raising institutional assets
Other Recommended
- Thoughts on Hedge Fund Offering Documents
- Overview of Regulation D for Hedge Funds
- Hedge Fund Blue Sky Filings
- Hedge Funds and ERISA
- Hedge Fund Soft Dollars
- Hedge Fund Report by GAO
- SEC Emphasizes IA Compliance for Hedge Funds
- How to register as an Investment Advisor
- Important Information for Registered Investment Advisors
- Overview of the Series 65 exam
- Requesting State No-Action Letters
- Fund of Hedge Funds
- Private Equity Hedge Funds