FUND FORMATION

From stand-alone funds to complex multi-jurisdictional master-feeder structures, Stonegate Global offers a range of Fund Formation, Regulatory Compliance and Fund Administration services

Comprehensive Solutions

We cover the life cycle of Fund Formation, from Structuring the Fund, the Management Company, and the General Partner, to delivering Regulatory Compliance services and providing ongoing Fund Administration services, Cap Intro and Fund Marketing Services

TRADITIONAL LIQUID ALTERNATIVE FUNDS

  • Hedge Funds
  • Commodity Pool Funds
  • Fixed Income Funds
  • Credit Funds

TRADITIONAL CLOSED-END FUNDS

  • Venture Capital Funds
  • Private Equity Funds
  • Real Estate Funds
  • Asset Based Lending Funds

CRYPTO & DIGITAL ASSET FUNDS

  • Cryptocurrency Funds
  • Crypto DeFi Funds
  • Crypto VC Funds
  • Tokenized Funds

SPECIALTY FUNDS & OTHER

  • Fund of Funds
  • Fine Art & Specialty Funds
  • Family Office Structuring
  • Offshore Trusts

As a global institutional financial services company offering a broad array of solutions to our clients, our objective is to be a strategic partner with our clients, streamlining processes, providing cost effective and comprehensive solutions, as well as providing value added services.

Stonegate Global provides its fund formation and fund administration services to large global institutions, as well as to small and mid-sized emerging investment fund managers. Our Fund360 Solution offers clients a range of comprehensive services inclusive of Fund Formation and Structuring inclusive of all offering documents (OM/PPM, IMA, LPA, Operating Agreements and Subscription Agreements), Regulatory Compliance, Fund Administration, Cap Intro, as well as a range of Fund Marketing Services.

Our goal is to serve current and future clients with world-class client service, leveraging our global footprint and expertise across multiple asset classes, and continually support our clients in growing their investment fund businesses.

Schedule a Complimentary Consultation

  • FUND OVERVIEW

  • Fund Type

  • Strategy

  • AUM

  • *Stonegate is not a tax firm, law firm, investment advisor or broker-dealer, and does not provide tax, legal or investment or securities advice.