CTA Hedge Fund

Hey guys, I have been trading commodities / foreign exchange for about 4 years now and have had many colleagues and friends ask me to manage some (small) trading accounts for them. 

After doing a bit of research I see that I need to become a registered CTA in order to trade other people's money. Does anyone have any experience in this space / managing a similar fund? What are some good beginning steps to take?

I know people on here aren't an "official" spot for legal advice, but does anyone have any info / link I can read up on in terms of becoming legally certified to do this and what sort of custodians can hold the fund? Or can I legally set-up a network on MT4 that I can manually execute the trades on all accounts at once. (I have heard of this before but I know the U.S. is so damn strict on the commodity market) I'd love to do something similar to a PAMM account but again, I can't find a straightforward source on if it is legal in the U.S. 

Lastly, I do think it will be very difficult to market this as a legitimate fund due to the vast amount of "forex bois" on Instagram with their fake lambos. How do large CTA funds go about their marketing / outreach? 

Thanks!

6 Comments
 
Most Helpful

actually, the rule is that there is a limit to how much $$ you can manage, and for how many people (15 max), before you need to get registered.

You can manage a few 100k for people at a Friends and Family Advisor account at InteractiveBrokers without the need to get registered, so long as you stay under the CFTC limits of 15 clients.

https://cftc.gov/sites/default/files/tm/tmcpo_cta_exemptions.htm

 

This is extremely helpful. Thank you very much this is exactly what I was looking for.

 

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