Fund Formation – Starting a Hedge Fund – Stonegate Global

There are plenty of articles and advice out there about starting your own Hedge Fund. They make it sound so simple and easy to create a hedge fund team, name your fund, choose the right law firm, get anchor capital, pick the right prime broker, obtain office space and then utilize the proper PR Marketing group. Setting up a fund on your own by putting all the pieces together ala carte could take you months if not years. That is exactly why we created The Hedge Fund In a Box.

Stonegate Global has decades of experience setting up Hedge Funds. Our successful involvement in Fund Formation gives us the background you need to become successful yourself. We have taken our knowledge and put it together into a straightforward all in one offering so you can do what you do best – make money.

Stonegate Global’s Hedge Fund in a Box offers the following to get you launched properly:

The Hedge Fund in a Box Solution

• The Industry Leading Solution for Managers interested in launching domestic and offshore hedge funds, private equity funds or real estate funds
• All-inclusive Solution to Start a Hedge Fund or other types of investment management fund structures
• The most streamlined and cost effective solution in the industry
• In house expertise providing comprehensive coverage of the hedge fund industry
The Hedge Fund in a Box Services
• Fund Formation including advising manager with respect to fund structure and domicile
• Fund Offering Documents including the preparation of the respective domestic fund entity partnership agreement and fund offering documents (PPM and LPA), along with the company operating agreements
• Fund Compliance which involves an initial compliance review and advisory work, filing Form D, state blue sky filings, as well as state and/or federal registered investment advisory (RIA) setup and Form ADV filings
• Fund Administration and the management of the books and records, including portfolio and fund accounting, financial statements, calculation of NAV, shareholder reporting, investor subscriptions and redemptions, and facilitation of capital calls
• Marketing and Media packages, which incorporate full presentation materials, company branding and identity, one-pagers, and a website
• For Hedge Funds, the solution also provides for the establishment of a Prime Brokerage account with a FINRA-registered broker dealer with which we have a strategic partnership
• Legal Counsel of Record for the fund is provided by experienced hedge fund attorneys with whom we have a strategic partnership
• Audit/Tax services are provided by reputable and well-recognized global fund audit/tax firms with which maintain a strategic relationship

We can have you up and running in a matter of a few weeks. Call us right now to get started.


Stonegate Global Fund Services is an offshore and domestic alternative investment fund consulting firm specializing in fund formation and fund administration of hedge funds, venture capital funds, private equity funds, oil and gas funds, real estate funds, private REIT funds and ABL funds.

Based in Atlanta, Stonegate has offices in New York, San Francisco and Dallas. The firm’s industry-leading Hedge Fund In A Box solution is a comprehensive service including fund formation, offering documents, regulatory compliance, fund administration, office space, marketing and media packages, as well as prime brokerage and audit services through the firm’s strategic partners. Stonegate works with family offices, traders, and other institutional clients who are looking to start a hedge fund or other alternative investment fund product. The firm also works with existing alternative investment funds and fund managers to provide fund administration and other institutional services.

For additional information regarding Stonegate Global’s innovative services:

New York: 212.500.5977
San Francisco: 415.347.8574
Atlanta: 404.410.1195