I talk to a lot of 1st time fund managers and one common mistake I hear is that they think the fund entity is their business. But it’s not. The fund is a passive investment vehicle. It might be the focus of your business; it might be your business’s only revenue source; it might take up almost all of your time; but your management company – not your fund – is your business. 

In today’s episode we’re talking all about management company structuring considerations. Scintillating stuff!

Key Points From This Episode:

• Common management company structuring considerations.
• Quick rundown of the most common management company structures, from simplest to most complex:
  • Single entity;
  • Bifurcated;
  • Bentley.

Disclaimer:

This show is for informational purposes only. Nothing presented here constitutes legal advice. Tokens of Wisdom is produced by Dave Rothschild, partner at Cole-Frieman & Mallon LLP headquartered in San Francisco, California. For more information, visit https://colefrieman.com/

Links Mentioned in Today’s Episode:

Soroban Capital Opinion - https://www.jdsupra.com/legalnews/tax-court-hampers-funds-ability-to-1321278/#_ftn1

Dave Rothschild - https://www.linkedin.com/in/davidcrothschild/

Cole-Frieman & Mallon LLP - https://colefrieman.com/

Music by Joe Ginsberg - https://www.instagram.com/thejoeginsberg

For any questions or comments, email: [email protected]