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Emerging Manager Guide

Starting an alternative investment fund is a challenging endeavor, especially for those who don’t have any experience in doing so. It takes a multi-year commitment to refine your strategy, build a team, and find both trading and marketing niches where your firm can profitably operate.

Download Guide

Download Emerging Manager Guide

This manual is meant to address the key areas that each emerging manager should consider. It is divided into two sections:

  1. “Starting the Process” — for instances where you have not yet consulted with an attorney or tackled any tax considerations, and need assistance with every aspect of the fund launch.
  2. “Legal and Tax Under Your Belt” — for instances where you have already consulted with your attorney and have your governing documents in place, and need assistance with other aspects of the fund launch.

Should you have any questions or concerns, we encourage you to contact our team.

emerging manager

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