Strategic Fund Formation offers two unique packages for emerging managers to launch a fund. Our packages are designed to provide efficient, cost effective and comprehensive solutions to address diverse needs and budgets.
We Offer The Following Packages:
Economy* - The Economy do-it-yourself package includes everything you need to create and register a Fund. We provide basic guidance , form the entities, obtain tax ID numbers, create the Private Placement Memorandum (PPM), Limited Partnership Agreement, Subscription Agreement and draft all relevant filings (i.e. EDGAR number, Form D, U-2 filings etc.).
Complete Start-up - The Complete Start-up Package includes everything in the Economy Package and, through our Partnering arrangement, an experienced securities attorney will review it, sign and as well as submit all necessary filings and registrations. Package includes website, executive summary, and our exclusive launch pad program.
Complete $999 Start-up Special w/Administration - PPM, Sub Agreement, LPA, Entity Formation, custom website, marketing collateral, press release, access to our database of HNW, family office, and institutional investors. Requires 2 year administration contract. Conditions apply.
Custom Packages - Tell us your needs and we can customize a package for you.
Offshore Fund Formation - Our offshore fund formation service provides our clients with a complete solution to start a fund domiciled in many preferred offshore jurisdictions. Please contact us for further details.
* We strongly recommend with the economy the retention of an attorney to provide review of the final draft prior to submission. See our terms of service page for important terms and conditions concerning all of our services.
The contents of the STRATEGIC FUND FORMATION, LLC website have been prepared solely for information purposes without regard to any particular user's investment objectives, financial situation, or means, and STRATEGIC is not soliciting any action based upon it. None of the information contained on the STRATEGIC Website should be construed as, or is intended to be (i) an invitation or inducement to engage in investment activity or a financial promotion of any kind; or (ii) an offer, invitation or inducement to buy or sell, or a solicitation by or on behalf of STRATEGIC of any security, product, service, instrument or investment; or to otherwise engage in any investment activity. No opinions expressed on the STRATEGIC Website constitute, or are intended to constitute, investment or legal advice and independent advice should be sought where appropriate.
STRATEGIC which provides certain fund administration services to hedge funds and funds of funds. STRATEGIC is not an investment adviser or an investment company (as the terms are defined under U.S. State and Federal Securities laws and regulations), nor is STRATEGIC a law firm. STRATEGIC is not regulated by any state or Federal securities agency.