October 12, 2016

Starting a Hedge Fund in New York–Legal Considerations

December 1, 2015

A Hedge Fund Attorney’s Perspective on the Process of Starting a Fund

November 25, 2015

Exempt Reporting Adviser Registration for Hedge Funds and Private Equity Funds

November 21, 2015

Qualifying a Delaware Hedge Fund in the Manager’s Home State

October 21, 2015

Starting a Hedge Fund in Texas–Legal Considerations

April 5, 2015

Brief Survey of Common Hedge Fund Terms

As part of the hedge fund formation process, the attorney works closely with the fund sponsor to craft the terms to which the fund and its investors will be bound. When properly structured, hedge fund offering documents contain terms that adequately protect the fund sponsor and are attractive to investors.

April 5, 2015

Common Hedge Fund Strategies

Hedge fund strategies encompass a broad range of risk tolerance and investment philosophies within a wide array of  investments, including debt and equity securities, commodities, currencies, derivatives, real estate and other investment vehicles. The horizon of hedge fund investment strategies has seen unprecedented expansion in recent years.

November 6, 2013

Must a Hedge Fund Register as an Investment Advisor?

Not all hedge funds are subject to investment advisor registration. To determine whether a fund needs to register, we ask our clients the following four questions:

1.  Will the fund invest in “securities?”

2.  What will be the size of the fund?

3.  In what state is the fund management team physically located?

4. In what states will the investors be located?