Hedge Fund Formation Services

Our team of industry experts provide cost-effective solutions to start hedge funds for our clients. We leverage our proprietary automation software and experience in founding, growing, and operating hedge funds to add value to our clients. We specialize in the development of U.S. based, non-SEC registered, hedge funds structured to your specifications.

Our Client Profiles

56% RIA Managers • 14% Broker/Dealers • 11% Lawyers • 19% Other (2017 Data)

Mean Client Start-Up AUM: $9.2MM USD (2018 Data)

Our Products and Services

Full Turnkey Service

Assisted Turnkey Service

Offering Document Development

Piecemeal Services

Compliance Consulting


Hedge Fund Offering Documents

We develop offering documents that include the essential components your investors will review:

          • Private Placement Memorandum
          • Limited Partnership Agreement
          • Subscription Agreement

Our flagship offering document development services use engineer-developed automation software and have been reviewed extensively by third-party attorneys, brokers, banks, and administrators. Our streamlined work process results in higher quality workmanship at substantially reduced cost. Many competitors charge upwards of $30,000 USD for comparable offering document packages.


Hedge Fund Entities (Domestic Only)

We structure hedge fund start-ups in the simple, effective, manner. Generally, a Limited Partnership is formed to act as the Fund, with a Limited Liability Company acting as the General Partner & manager to the Fund. We have targeted expertise in domestic fund start-ups and do not service off-shore entities.


Administrative & Third Party Services

We refer and assist our clients in completing the tedious and complex paperwork involved in applying for the following back-office services for your hedge fund: 

        • Prime Broker and Custodian
        • Fund Administrator
        • Bank and Escrow
        • Tax
        • Audit
        • Self-Directed IRA Custodian

We are able to provide full turnkey service to actively facilitate the referral, application, and on-boarding process to begin your Fund operations. We perform ongoing vetting of third parties for quality and cost effectiveness to ensure your back-office support meets your needs.

We do not receive finders fees or commission on referrals and present options without financial bias.


Hedge Fund Filings & Registration

We are capable of providing services to complete the proper filings with federal and state regulators for your hedge fund, most applicably, SEC and “Blue Sky” state-level filings. In many cases, SEC registration of the General Partner is not required, nor is FINRA licensing to managers required. We generally recommend seeking registration only if required to maintain federal or state compliance. We will determine if 506(b), 506(c), 3(c)1, 3(c)7, or other exemptions are best fitted to your objectives.


Consulting

Many competitors up-sell services to customers that could be resolved with a simple consultation to get over the speed bumps on the path to starting a hedge fund. We provide five (5) hours of consulting on all sales that include offering documents at no cost to add value to our clients and iron out the complexities of starting and operating your hedge fund. 


Guarantees


Best Value Guarantee:

If you can find a competitor offering a like-in-kind service that beats our pricing, a challenge in itself, we will beat their offer by 5%. To date, no customer has been able to find better competitor pricing.


Satisfaction & Quality Guarantee:

An unprecedented statement in the industry, If a client is not fully satisfied with the quality of services purchased, we offer a 100% money back guarantee net of reasonably incurred expenditures. We are confident in our ability to form institutional tier products at a fraction of the price of competitors. To date, no client has requested a single dollar back.


Competitive Advantage


Disruptive

For many years emerging hedge fund managers have been deterred by the exorbitantly high prices associated with the start-up phase alone. Peachtree Capital took a different approach; we have modernized our internal operations, project management principles are applied to all jobs, tedious procedures have been optimized using engineered automation systems, our work processes have been streamlined and simplified, and we have extensively vetted our third-party network. We are able to provide the same high quality service expected by an established law firm at a fraction of the cost.


Expertise

Our team has many years of experience both founding and operating hedge funds. The Fund Formation Services division focuses exclusively on the challenging start-up phase. There is no more capable group to get your fund launched.


Customizable

We tailor hedge fund start-ups to your specifications, putting the client in control. Exotic fee structures, complex investment strategies, and state-by-state regulations are just a few of the variables that will be considered when starting your Fund. We provide services for a wide variety of funds, with strategies ranging from long / short equities, options / derivatives, private equity, cryptocurrency, real estate funds, multi-tiered, and many more.


Institutional Quality

Our best-selling products, the hedge fund offering documents, can be expected to meet or exceed industry standards. Quality is critical to provide protection to fund managers in the often legally-scrutinized & vilified world of hedge fund management. Competitor start-up service providers often develop cookie-cutter elementary products that are insufficient for professional managers.


 

Inquiries may also be made at:

E-mail:

info@peachtreecapitalmgt.com

Mail:

Peachtree Capital Management

1612 W. Webster Street Unit A

Houston, TX, 77019

Phone:

Due to high demand, we vet client inquiries prior to scheduling phone calls.

Client Testimonials:

Stotts Associates LP

“Peachtree Capital was exceptional to work with! They were always on top of everything and went to bat to make sure things got taken care of quickly and professionally. They provided by far the best pricing I could find. Most importantly I felt like any questions I had, I could always ask and get the help I was needing any time and in a pleasant manner.”

Services Provided: Full Turnkey

Alpha Partners, LP

“We were skeptical of the quality of the product with the low prices we were quoted. The contract & PPM/SA we purchased would have cost us $40k+ from a law firm for the same caliber contracts. PCM did the job for half of our second best quote. Truly impressive. This group is putting a much needed disruption in fund formation services”

Services Provided: Contracts, Offering Documents

Bradford & Associates Asset Management, LLC

“We made the mistake of working with [competitor company name removed] which at the time seemed great, at a rate of $15,000. The quality of the [other company] was extremely elementary, numerous errors and had a completely ‘cookie cutter’ feel to the product.

We then went with Peachtree – Not only did they beat them on pricing; they were highly professional, and have a knowledgable team that was great at showing us some of the ‘tricks of the trade’ ([competitor company name removed] on the other hand did not). Really enjoyed working with partners instead of an inexperienced salesperson that we experienced before. We heard through the grapevine about Peachtree’s service and we’re firm believers now. Highly recommended.

Services Provided: Full Turnkey

GreenField Capital, LP

“Our group reached out to Peachtree Capital for the formation service. The work was finished ahead of schedule, high quality, and was significantly better on pricing than other quotes. We were able to begin operations sooner and with substantially less start-up costs” 

Service Provided: Contracts, Entities, Accounts

 Peachtree Capital Management, LLC (“PCM”) is not a law firm and does not provide legal advisory services. PCM is not an accounting firm and does not provide tax advisory services. No information presented by PCM should be interpreted as legal or tax advise. Clients received no compensation for testimonials.