INVESTMENT MANAGEMENT
FUNDS TYPES & OFFERINGS

There are many different types of hedge fund vehicles for investment or business trading companies.

Which vehicle is right for you? It depends on which financial instruments (or combination of instruments) that you will be trading (securities, commodities/futures, or currencies). It also depends on where your investors are located tax-wise; in the US or offshore (international).

We offer a new hedge fund business plan service to figure out what you need before you commence with any type of fund.

Update: The Dodd-Frank Fin Reg bill of July 2010 made several important changes to SEC and CFTC rules for investment managers, accredited investors, funds and more. The CFTC also confirmed that per the CRA (Farm Bill) of 2008, it regulates retail forex transactions. See updates on these matters inside our Traders Association and on our blog.

Securities Funds : If you trade securities, including but not limited to stocks, stock options, mutual funds, bonds, ETFs, and single stock futures, you will be interested in a securities fund.

In the past, if your fund had more than $30 million, you were regulated by the SEC on a national level and you probably need to register as an investment adviser. If you fall under the SEC limits, you are regulated by the states where you do business. The Dodd-Frank Fin Reg bill raises the SEC threshold to $150 million under management. We covered Dodd-Frank Fin Reg extensively on our blog and in podcasts and Webinars. See the important further details there. The SEC and CFTC are in the midst of writing many of the regulations called for under Dodd-Frank so stay tuned on our blog and in our Webinars.

Commodities/Futures Funds : If you trade commodities/futures, including but not limited to commodities, futures, and broad-based indexes (like eminis), you will be interested in a commodities/futures fund. These funds, no matter of size, are regulated by the CFTC and NFA.

Forex (Currency) Funds : Spot forex currencies are now regulated by the CFTC. See our update page on these changes inside our Traders Association.

Onshore or Offshore: First decide on securities, commodities/futures, spot forex currencies, or special purpose. Next, decide on onshore (US), or offshore (international) , or both at the same time (master/feeder funds ).

If you have any questions, please email info@greencompany.com and/or call us.