What's a hedge fund structure worth?

How would you value a legal entity structure(e.g. - LP/LLC) based in the U.S.?

If it includes the filling the applications to the regulators for the necessary approvals need to run a equity/futures hedge fund with U.S. based investors, prime brokerage accounts, all the necessary service provider arrangements like the auditor, administrator and other necessary things required to have a running fund.

I would be glad to welcome all meaningful opinions.

7 Comments
 
ClayArt

How would you value a legal entity structure(e.g. - LP/LLC) based in the U.S.?

If it includes the filling the applications to the regulators for the necessary approvals need to run a equity/futures hedge fund with U.S. based investors, prime brokerage accounts, all the necessary service provider arrangements like the auditor, administrator and other necessary things required to have a running fund.

I would be glad to welcome all meaningful opinions.

Why? The circumstances are probably important here.

I'm too lazy to really get into it, but it's just a legal structure. I want a 20-30% discount to cost for inheriting someone else's as opposed to customizing my own, *less* any costs required to actually transfer approvals etc.

That's not scientific, it's just a finger in the air. I don't get interested in things unless they're on a 15-20%+ sale.

 

Thanks for the response.

Yes of course, there is risk when taking on ownership of existing legal entity there could be unpaid creditors or tax liability or other unknown legal liability. Also the cost to do the paperwork and change the owner name on documents, financial institutions and with the IRS.

Sorry for not being clear, But here I am talking about the structure as a service, If someone was to build the structure for you from scratch under your ownership, including the LLC's and LP's, PPM documents, marketing materials, Tax ID's, website, compliance filling, regulators and brokerages accounts. Along with that exploring and fulfilling all the legal obligations and getting all the service providers like the administrator, auditor, accountant and other service providers needed to operate the fund. 

How much value would you place on it if someone was providing a turnkey solution? As opposed to you going out there and getting all these service from different service providers.

Thanks again for your input. Appreciate it.

 
ClayArt

Thanks for the response.

Yes of course, there is risk when taking on ownership of existing legal entity there could be unpaid creditors or tax liability or other unknown legal liability. Also the cost to do the paperwork and change the owner name on documents, financial institutions and with the IRS.

Sorry for not being clear, But here I am talking about the structure as a service, If someone was to build the structure for you from scratch under your ownership, including the LLC's and LP's, PPM documents, marketing materials, Tax ID's, website, compliance filling, regulators and brokerages accounts. Along with that exploring and fulfilling all the legal obligations and getting all the service providers like the administrator, auditor, accountant and other service providers needed to operate the fund. 

How much value would you place on it if someone was providing a turnkey solution? As opposed to you going out there and getting all these service from different service providers.

Thanks again for your input. Appreciate it.

Low assuming you are a startup compared to existing baked solutions.  LPs will need to do an operational due diligence review and generally will want to see name brand service providers if outsourcing.

 

ClayArt

Thanks for the response.

Yes of course, there is risk when taking on ownership of existing legal entity there could be unpaid creditors or tax liability or other unknown legal liability. Also the cost to do the paperwork and change the owner name on documents, financial institutions and with the IRS.

Sorry for not being clear, But here I am talking about the structure as a service, If someone was to build the structure for you from scratch under your ownership, including the LLC's and LP's, PPM documents, marketing materials, Tax ID's, website, compliance filling, regulators and brokerages accounts. Along with that exploring and fulfilling all the legal obligations and getting all the service providers like the administrator, auditor, accountant and other service providers needed to operate the fund. 

How much value would you place on it if someone was providing a turnkey solution? As opposed to you going out there and getting all these service from different service providers.

Thanks again for your input. Appreciate it.

- expand -

Low assuming you are a startup compared to existing baked solutions.  LPs will need to do an operational due diligence review and generally will want to see name brand service providers if outsourcing.

Thanks for making an excellent point. Yes, LP's DD would want to see name brand service providers most importantly auditors, quality of service no bar, Big 4 accounting firms are confidence inducing to LP's.

 
Most Helpful

I was joking before obviously, but I believe there are quite a few turnkey outsourced CFO/COO solutions already in the market. You may want to reach out to them and get some quotes if you are interested in turning this into a business for yourself. What you are describing is essentially outsourced COO and/or CFO services unless I am missing something. Since none of it is standard and it has to be structured differently every time depending on what the founder is looking for, I don't think there is a set value on the structure, and you are mostly going to be charging some rate for arranging these services. Maybe that is hourly idk. I also believe prime brokers and SS&C etc. will help you arrange much of this 

 

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