Offering Legal, Tax, Business & Banking Services to Hedge Funds & Fund Managers Worldwide
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Incubator Hedge Funds Many traders dream of having their own hedge fund business but only a small percentage of them actually take the plunge. We launch your incubator hedge fund for $2,000. We break down startup costs into a two-step process. There is no redundancy as it costs the same amount for full development upfront as it does for the two-step process. Read More Here The key difference between a full-fledged hedge fund and an incubator hedge fund is the ability to charge performance and management fees and the availability of offering documents. Learn More About Incubator Hedge Funds
Hedge Fund Performance Reports Do you or your existing hedge fund already have a good track record? Let us create your trading performance audit. Learn More About Hedge Fund Performance We create the financial statements and hedge fund offering documents you need to raise capital and attract investors to your hedge fund. Contact Us for a Free Consult
Investment Advisers & Hedge Fund ManagersInvestment advisers may have to register a with the Securities Exchange Commission (SEC) or their home state securities commission unless an exemption registration applies. Are you based outside the United States but have U.S. customers? You may want to register with the SEC. There are diverse types of registration. Learn More About Investment Advisers Registration and State Investment Adviser Start Up Services and we offer Form ADV Annual Refiling Services
SEC Form D Filing Services for Hedge FundsHedge funds operating under Regulation D must file Form D with the SEC annually. Many other filings are required of hedge funds. These filings are called "blue sky" filings. Learn More About Hedge Fund Regulatory & Blue-Sky Filings
Mark-to-Market Elections & Trading Entity Tax Services One benefit of being a trader in securities is the ability to elect the Mark-to-Market (MTM) method of accounting. The tax election is available to an active trader and not to an investor in securities. Learn More About Trader Tax Services
Fund Accounting, NAV Services, Administration Tax Compliance & Audits Investors and regulators see value in the appointment of a third-party administrator. Our work product includes detailed NAVs, performance records, brokerage statement reconciliation, Schedule K-1s, tax returns and much more! View Sample Hedge Fund Client Statements, Monthly Management and Institutional Reports
Hedge Funds Creating a hedge fund to protect and manage your assets or the assets of others for a fee is a practical way to earn a living. Successful hedge funds continue to attract the wealthy, the working not-so-wealthy, businesses, and pension funds looking for better investment options worldwide. The United States offers a favorable environment for smaller hedge fund startups. The purpose of this web site is to highlight key U.S. hedge fund development and planning issues of interest to hedge fund sponsors worldwide. If you are interested in starting a hedge fund, contact us for a Free Consult with a hedge fund attorney. We set up hedge funds both in the United States and in other countries. The global hedge fund business offers great potential in the years ahead. Learn More About Starting a Hedge Fund
Separately Managed Account Business It costs more money to set up a hedge fund. If you have customers ready to commit money now, set up a separate managed account business now and add a hedge fund later. Your customers will open trading accounts at the brokerage and you will manage their accounts pursuant to the managed account agreement. We also assist recently terminated advisers. Learn More About Separate Managed Accounts
Offshore Hedge Funds Interested in starting an offshore hedge fund? The best approach is to start an offshore incubator hedge fund. It is easily converted to a full-fledge hedge fund with offering documents at any time. We are one of the leading hedge fund law firms assisting new hedge fund managers worldwide.Learn More About Offshore Hedge Funds
Personal Consultations You get answers to your specific questions by speaking directly to Hannah Terhune, an experienced hedge fund and international tax attorney. Ms. Terhune's hard-earned knowledge and experience can be put to work to save you unnecessary steps and costly wasted effort. The consultation is an invaluable opportunity to speak to Hannah one-on-one and learn how to achieve more in less time. As a result, you can anticipate that the return on your investment will far outweigh the costs associated with our unsurpassed services. Ms. Terhune's credentials reflect an invaluable resource that combines a well-informed professional practitioner with sound ethical judgment that cannot be overestimated. The expertise required to recommend best solutions and provide sound advice should never be taken lightly. when you are finished with your consultation, you will be impressed and informed about your business plans. Call (307) 213-47322 or Click Here to Request Services
Why Hire Us? When you hire us for hedge fund you get a unique combination of securities, tax, and international experience, focused on the trader niche. We are one destination for special hedge fund and trader tax needs. We think we have the best set of offering documents based on the current and ever changing federal, state, and offshore securities, commodities, and tax laws. We aim and deliver quick turnaround times. We understand that clients want to begin business as soon as possible. We conceive, structure, and deploy the best strategies. Our customers value our one-stop shop relationship. We help you start your business and continue to assist you. Our tax services affiliate handles accounting, software, and tax compliance, including all tax matters (tax planning and tax returns). Only one thing counts with us and that is our customer relationships!
Read helpful articles on hedge funds and international tax planning by Hannah Terhune, a leading hedge fund and international tax attorney. Hannah Terhune's articles are hedge fund and tax planning articles are widely published on the Internet and recommended by TheStreet.com and other respected media. Contact Us for Articles & Reprint Rights
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Call Us First We are experts in international hedge funds and tax. Click on any reference below to our leading articles:
Strategic Hedge Fund Planning by Hannah Terhune. Wilmott Magazine Ltd. (Volume 2013, Issue 63, pages 8-11 January 2013).
Trading Foreign Index Contracts? Know the Tax Rules Before You Trade by Hannah M. Terhune and Roger D. Lorence. Stocks, Futures and Options (June 2005).
Thank you for Reading our Website!We offer corporate “white glove” concierge service to select clients. We set up many types of funds, provide business advice and offer ongoing support to all clients. We try to help people as their needs evolved. Our best ideas are not on this website. Are you trying to develop a tax or regulatory footprint outside of your home country? We offer extended office services in Delaware, Florida and in other locations beyond the industry norm. We offer extended residential services in the United States and elsewhere to create a footprint in another country sufficient to assist with banking and brokerage needs. We offer unique ideas and the bandwidth to implement them. We offer tax planning services, tax accounting, books and records preparation, and tax return filing services. If you have a business plan that is unique, know that countries offer “sandbox” regimes to create a license that does not yet fit into an existing regulatory framework. We offer a monthly subscription service that provides awareness concerning developments of law we deem of interest to investment managers as well as investment advisers, both licensed and unlicensed. The span of legal news updates and content awareness covers forex, futures, real estate, crypto, equities and commodities, licensed and unlicensed funds, block chain projects, “sandbox” and “fin tech” projects.
Capital Management Services Group, Inc. is an authority in the hedge fund industry. It is a forward-thinking law firm focused on creating long-term collaborative relationships with a select group of clients interested in the same. It strives to provide “high touch” service and perform a defined set of legal and other services with impeccable efficiency. We offer professional tax advice, state and federal SEC advice, business planning services, international tax, and tax return preparation.
We cater to high-net worth individuals and businesses in the alternative investment community. We are experienced in wealth management, U.S. and offshore hedge fund formations, incubator hedge funds, spot forex funds, master/feeder funds, commodity pools, commodity trading advisory businesses, investment advisory companies, fund administration, SEC and state investment adviser registrations, compliance with Blue Sky laws, and hedge fund taxation. We offer professional tax advice, state and federal SEC advice, business planning services, international tax, and tax return preparation. You may have an unusual situation that needs special attention. We are ready to help. Perhaps you need extra support in an area, such as year-end accounting or performance audits. Blue-sky filings or Investment Advisor Registration We can help. We offer complete 24/7 access and great working relationships. We are simply second to none. Think outside the ordinary.
Our best ideas are not on this website. When you consult with us, you have access to a unique and desirable blend of personalized,yet, professional experience. Give us the opportunity to put our knowledge and expertise to work for you. We provide high quality services at competitive rates. We offer “white glove” corporate concierge services. We have many ideas and the resources to implement them. Get answers to your specific questions and purchase a consultation with a lawyer. We look forward to connecting with you personally and are confident that you will be impressed. We set up a variety of investment funds, provide business and global tax advice, while offering continuous support services to our clients. We help our clients as their needs evolve and take pride in maintaining relationships with our clients.
Our Commitment Henry David Thoreau wrote: "Do not hire a man who works for money, but him who does it for love of it." We are committed to your business plans and bringing you the best possible options. We are an established and internationally recognized business that serves and educates our clients throughout the industry. We do this by striving for the best results. Above all, we are a law firm. A lawyer is a philosopher and role model. The ability to improve our clients' lives is a privilege that we do not take lightly. There is tremendous power in being able to effect a positive change in our clients' lives. Our aim is to welcome our clients and to provide a comfortable, warm environment for all.
