Everything you need to launch an open-ended U.S. hedge fund — the entity, the governance, the investor documents, and the securities compliance — for a single flat fee, quoted in full before we begin. No hourly meter, no surprises.
What “all-inclusive” means
One fee covers everything required to form your fund and get it ready to raise: the entities, the governance, the investor documents, and the compliance filings. You know the number before we begin — no hourly billing, no surprise invoices — so you can focus on your strategy and your investors.
What's included
Entity formation
The fund, general partner, and management company entities, formed and equipped with EINs from the IRS — Delaware as the baseline, with optionality for other states.
Governance documents
Limited partnership / operating agreement with your management fee, carried interest, high-water mark, and redemption terms; the investment management agreement.
Investor-facing documents
Private Placement Memorandum, subscription and investor-certification documents, privacy policy, and funding instructions.
Securities compliance
Reg D (506(b) or 506(c)) framework, the 3(c)(1) vs. 3(c)(7) Investment Company Act analysis, Form D filing, and blue-sky notice filings.
Marketing-materials review
Review of your pitch deck, website, and marketing materials for securities-compliance — included.
Good to know: Open-ended trading strategies may trigger state investment-adviser or CFTC/NFA (CPO/CTA) registration; we assess this with you. Third-party costs (state filing fees, fund administrator, audit, tax preparation) are not included in the flat fee.
What happens after you get started
However you begin — booking a consult first, or engaging us right away — the path is the same: it starts with a real conversation about your fund.
1
A kick-off call about your fund
Once you're engaged, we schedule a dedicated kick-off call to talk through your fund in detail — your strategy, your investors, your terms, and any cross-border or structuring nuances. This is your time to go deep; we want to understand the fund before we build it.
2
Your own secure client portal
You get a private, branded portal just for you — your single home for documents, status, and filings. You'll always know exactly where things stand, and you'll share information securely in one place rather than scattered across email.
3
We build, draft, and file
We form the entities and obtain EINs, draft your documents (you review drafts in your portal as they progress), then finalize and make the filings — Form D and the applicable compliance filings — so you're ready to raise.
4
Direct access throughout
You work directly with the attorney doing the work — not handed off to staff. Questions along the way are part of the package, not an extra.
Booking a consult first? You're not committing to anything.
The consult is a free, no-obligation conversation to confirm the package fits your fund and answer your questions. If it's a fit and you decide to move forward, you sign the engagement and we go straight into the kick-off call above. Either way, you'll have talked through your fund with us before any work begins.
Two ways to get started
1
Book a free consult
Prefer to talk it through first? Book a complimentary call. We'll confirm the package fits your fund and answer your questions — no obligation.
Book a free consult
2
Engage & pay now
Ready to move? Engage us and pay securely online, and we'll send your welcome and kick-off scheduling right away.
Engage & pay now
Flat fee covers the legal services described above. Third-party costs (e.g., state filing fees, and where applicable offshore counsel, fund administration, audit, and tax preparation) are separate. This page is attorney advertising and general information only — not legal, tax, or investment advice — and does not create an attorney–client relationship, which arises only upon a signed engagement and conflicts clearance. Final scope and fee are confirmed in your engagement agreement.