We launch the spectrum of offshore offering structures to our clients attracting both US and offshore investors streamlining the process across the spectrum of strategies and offering structures on a viable basis applying our years or experience, expertise and offshore relationships.

We form the spectrum of exempt reporting, SEC and state registered investment advisers on federal and state level across investment and commodity trading advisers driven by each client’s facts and circumstances.  Alternative options and offering structure drive the analysis across SEC, state, exemptions, etc. and regulatory build out.  We support clients across compliance, operations, regulatory […]

For pioneer portfolio manager launching to support master – feeder structure, a stand alone fund driven by tax and risk management issues, a key consideration when launching a new strategy.  This strategy will invest in mutual funds with a focus on equities under a successful quantitative strategy.

Pioneer portfolio manager, of such firms as BNP Paribas, AQR and Magnetar Capital.  Executed fund formation, corporate governance, asset raising, marketing and private fund advisor build-out and on-going support leading to the growth of its successful U.S. strategy specializing in closed end trading funds across teams and people managing assets across high net worth, family […]

Formerly one of the largest traders of a convertible arbitrage strategy.  Enterprise level diagnostic review, gap analysis, recommendation report in connection with a number of U.S. and offshore funds, equity funds, registered investment advisers, operations and compliance framework across its enterprise. Objective to increase efficiencies, create robust best practices infrastructure and materially reduce risk, legacy […]

Co-founded catastrophic bond and reinsurance onshore and offshore master-feeder and advisory firm organization to facilitate catastrophic bond and reinsurance strategy. Collaborated with re-insurance portfolio manager and well known reinsurance firm and strategic seed investor to facilitate pragmatic growth and help win institutional assets from leading Qualified Institutional Buyers with $100 million or more of net […]

Engaged by well known New York City aw firm to collaborate and provide private fund expertise to a Swedish based private fund manager in connection with U.S. sub-advisory relationship to manage a reinsurance strategy for a large US alternative asset manager represented by global private fund manager law firm.

For a global asset management managing the largest fixed income strategies in Asia, our Managing Partner executed the strategy and spectrum of offshore structures, teams and people to provide both strategic and execution support to client’s CEO and CIO across a global best practices infrastructure of fund formation, compliance framework, operational risk management, legal and […]

Launched an offshore start-up master-feeder structure into existing US stand-alone fund to accommodate institutional investor’s substantial investment.  BVI tax blocker entity and availability for investment within a four-week time frame.    Although this type of offering structure may typically takes 6-8 weeks, as a highly experienced and nimble law firm we satisfied client need to […]

Engaged by global firm AON COO Chicago subsidiary to perform diagnostic review and analysis review across execution and support of $250 Ml AUM launch of an offshore private equity fund of funds structure.