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Formation Questionnaire.

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Client guide to the hedge fund formation process.

In this final phase, we produce the fund’s operating and offering documents and make appropriate regulatory filings. The activities in this phase fall into one of two processes:


Draft and Review – In this process, we draw upon our expansive provision repository to create fund documents that reflect the fund terms defined in the decision phase. By segregating this process from the decision phase, we minimize document iterations and leverage technology tools that couple our market expertise and expansive provision database with efficient document production software. In this phase, we also review the proposed terms of miscellaneous agreements and draft management entity governing documents as required.

Regulatory Filings – In this process, we make the requisite filings for entity formations, registrations, exemptions and other miscellaneous regulatory filings.


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