Launching a fund or its investment adviser means navigating strategy, structure, regulatory and business decisions that compound over the life of the firm — get them wrong early and they're expensive to unwind later. We guide asset managers through the legal and business issues of a full fund or firm formation process, advisory firm build-out in support of hedge funds, private equity funds and family offices.

For Us Fund & Firm formation is Where the Relationship Begins Not Where It Ends.

We provide private fund managers and their advisory firms something other law firms don't: partner-level private fund attorneys who have actually worked inside emerging to global asset management firms — in addition to advising as outside counsel. Attorneys with decades of fund formation and build out expertise across the spectrum of assert managers and strategies.

Who this is for.

First-time managers launching a fund or well established fund managers restructuring or expanding into new strategies.

Some firms take a cookie cutter approach to offset cost without taking into consideration the issues that may impact a firm’s short and long-term goals sacrificing product quality and risk management. We have the holistic skill set to create a robust offering document that takes into consideration target investor, teams, people, micro and macro business strategy well past the fund formation phase.

Why fund managers start here with us.

Because boutique means partner-level attorneys no associate hand offs. Every professional on our team brings decades of combined corporate, securities law and business matter expertise and experience across emerging hedge funds to complex global institutional asset managers.

We've work with pioneer portfolio managers through well-established firms, both U.S. and offshore.

No commoditized templates — every governing structure and offering is built around your specific target investor (high-net-worth, family office, or institution), strategy, teams and people to avoid cash burn and regulatory pit falls.

What we handle:

• Offering documentation tailored to your strategy, team, and target investors
• Registered and exempt commodity trading or investment adviser set-up, including trading structure and counterparty arrangements across hedge funds, private equity, family offices
• State and federal marketing/solicitation compliance — blue-sky filings, issuer-agent registration, and available exemptions
• Front-, middle-, and back-office operational frameworks built to exempt, SEC or State-ready regulatory standards
• Onshore, offshore, and master-feeder structuring and counterparty know-how to control cost
• Counterparty set-up across fund administrators, accountants, auditors, custodians, and prime brokers — leveraging existing relationships to reduce client cost
• Schedule an informational consultation: office@afundpllc.com