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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.
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