Our Expertise

Domestic Funds

Domestic Funds

Domestic Hedge Funds

Asset managers seeking to raise capital primarily from U.S. investors will typically form a domestic hedge fund to manage money in a pooled vehicle. Wabash Advisors has created over 100 domestic hedge funds, each developed and designed to provide our clients with the ability to maximize capital formation, while minimizing legal and regulatory risk. Our goal in a domestic hedge fund formation engagement is to provide our clients with all the tools to launch successfully by offering a truly turn-key solution at a competitive fee structure.

Domestic Funds

Domestic Asset Manager

Asset managers seeking to raise capital primarily from U.S. investors will typically form a domestic hedge fund to manage money in a pooled vehicle. Wabash Advisors has created over 100 domestic hedge funds, each developed and designed to provide our clients with the ability to maximize capital formation, while minimizing legal and regulatory risk. Our goal in a domestic hedge fund formation engagement is to provide our clients with all the tools to launch successfully by offering a truly turn-key solution at a competitive fee structure.

WHAT WE OFFER

Wabash Advisors Offers

Our turn-key domestic hedge fund formation package includes

  • WFormation of Domestic limited liability company (management company) together with LLC operating agreement, investment management agreement, organizational meeting minutes/resolutions, founder subscription agreement, membership unit ledger, physical certificates.
  • WAnti Money Laundering, Know-Your-Customer, code of ethics, valuation policy and Disaster/Data Loss policy.
  • WDraft and prepare comprehensive, investor-ready private placement memorandum.
  • WPrepare and file SEC Form D, State Blue Sky filings and other regulatory filings, as applicable.
  • WHedge Fund banking introductions.
  • WFormation of Domestic limited partnership (Master Fund) together with limited partnership agreement, investor due diligence questionnaire, investor subscription agreement, limited artnership unit ledger, certificates of partnership, capital call and distribution notices, UBTI agreement/entity.
  • WInvestor Pitch Deck development and preparation and related investor correspondence.
  • WConsultation and review of fund marketing materials and investor pitch.
  • WIntroductions to capital sources, including high net worth individuals, institutions, family offices and funds of funds

Domestic Funds

Clients We Serve

Trust our over twenty-five years’ experience in creating innovative fund solutions for our clients. Contact the domestic hedge fund formation experts at Wabash Advisors to begin the process of starting your hedge fund today. Our knowledgeable and skilled professionals are happy to answer all of your questions. Call (213) 534-8656 for your free consultation or contact us here.

Asset Managers

Cryptocurrency Traders

Quantitative Traders

Commodity Traders