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Initial Steps Emerging Managers Should Take


In the first of a four-part video series, Tom Angell, practice leader of Withum’s Financial Services Group, advises on initial steps emerging managers should take when starting a fund. 

Tom discusses what to think about before setting up the fund, who should the first hires be, when is the right time to hire an attorney, and more about getting new funds up and running.

The information presented in this video is not necessarily all-inclusive, does not constitute legal, tax or any other advice, and should not be relied upon without first consulting with appropriately qualified professionals for your individual facts and circumstances.

If you have any questions or would like to discuss how these changes apply to your business, reach out to Withum Financial Services and Investment Leader, Tom Angell, or fill out the form and we’ll reach out to you.

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