Launching an internally-managed investment fund can be a pivotal moment in an operator’s life cycle. As with any transformational action, there are many complex decisions to be made and many key relationships to be established. Our partners understand this road map and can help manage discussions with an array of service providers such as external compliance, outsourced CFO’s, legal, accountants, auditors, fund administrators, and prime brokers.
While the market for discretionary funds are still effectively “closed”, future managers can lay the groundwork today for future relationships. Such groundwork includes the establishment of investment policies, investment committees, and back-office infrastructure. Additionally, separate accounts with “shared-discretion” are a fundamental evolutionary vehicle.
Cadence Capital has the experience and necessary relationships to help you build the right infrastructure for tomorrow’s growth.
Investment Fund Formation
Launching an internally-managed investment fund can be a pivotal moment in an operator’s life cycle. As with any transformational action, there are many complex decisions to be made and many key relationships to be established. Our partners understand this road map and can help manage discussions with an array of service providers such as external compliance, outsourced CFO’s, legal, accountants, auditors, fund administrators, and prime brokers.
While the market for discretionary funds are still effectively “closed”, future managers can lay the groundwork today for future relationships. Such groundwork includes the establishment of investment policies, investment committees, and back-office infrastructure. Additionally, separate accounts with “shared-discretion” are a fundamental evolutionary vehicle.
Cadence Capital has the experience and necessary relationships to help you build the right infrastructure for tomorrow’s growth.
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