Directory · Service providers
Fund formation and launch
46 firms carry this category. Categories are tags, so several of these also appear elsewhere.
What is meant by Fund formation and launch?
Services for launching a fund: structuring and jurisdiction choice, entity formation, drafting of offering and partnership documents, regulatory registration, and the operational setup needed before trading.
Who uses Fund formation and launch?
Founders launching a first or new vehicle.
What gets confused with Fund formation and launch?
Legal counsel, and fund administration. Formation is the one-off project of coming into existence; administration is the ongoing running afterwards.
What should you ask a vendor about Fund formation and launch?
Ask for a realistic timeline to first close, and what typically delays it.
This definition is Buyside Fintech’s own editorial work, not a vendor’s. The products listed below carry the sources we read.
Fund formation and launch firms
46 FIRMS
ACA Group — Compliance advisory, managed services and regulatory authorisation supportACA GroupBuilds the compliance side of a launch, including FCA authorisation and ongoing compliance operations, regulatory filings and surveillance technology.AKJ — Hedge Fund PlatformAKJShared-cost hedge fund platform providing a regulated structure in Luxembourg, Malta or Cayman together with market access, trading connectivity and back office systems.Alpha FMC — Asset management operations and operating model consultingAlpha FMCConsultancy that designs and delivers the operating model, operations, data and regulatory build for asset and wealth managers and private markets firms.Anchin — Emerging Manager PlatformAnchinTax structuring, fund document review and referrals to lawyers and administrators before launch, then audit, tax and performance verification afterwards, with fees scaled to a small fund's budget.Apex Group — Apex Managers (Emerging Asset Management)Apex GroupTurnkey hosted platform for emerging managers covering legal documents, domicile choice across Bermuda, Cayman and Delaware, administration and introductions to prime brokers and auditors.Appleby — Funds & Investment ServicesApplebyAdvises investment managers, institutional investors, family offices, administrators and custodians on the formation, registration, launch and operation of offshore private equity, hedge fund and managed account structures.AquaAquaAlternative investment platform for wealth managers, RIAs and fund managers that handles feeder funds and SPVs, interval and tender-offer fund creation, a product marketplace and investor servicing.Carey Olsen — Investment FundsCarey OlsenOffshore counsel on fund formation, listing, regulation and winding up in Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey, across hedge, credit, real estate, private equity, venture and infrastructure strategies.Carne Group — Fund governance and management company servicesCarne GroupThird-party governance and management company provider whose site advertises UK fund services and Cayman directorship services.Cherry Bekaert — Emerging Manager ServicesCherry BekaertAccounting firm advising new managers on fund structuring, business set-up, investor due diligence readiness and early operations, stating support for more than 2,200 fund launches.Cole-Frieman & Mallon LLP — Hedge Funds / investment management practiceCole-Frieman & Mallon LLPWest Coast boutique for startup and established hedge fund managers, noted for digital asset and cryptocurrency funds.Conyers — Investment FundsConyersOffshore counsel for funds domiciled in Bermuda, the British Virgin Islands and the Cayman Islands, from establishment and structuring through to a fund's continuing regulatory and compliance obligations.CV5 Capital Fund PlatformCV5 CapitalCayman and BVI fund platform and company management infrastructure that third-party managers use to launch and operate hedge funds and digital asset funds.Debevoise & Plimpton LLP — Funds/Investment ManagementDebevoise & Plimpton LLPPrivate fund formation and structuring, investor-side representation, continuation vehicles and funds regulatory work.Dechert LLP — Private FundsDechert LLPFund formation across US, European and Asian jurisdictions, with the page stating clients run from first-time managers to some of the largest money managers.Foley Hoag LLP — Hedge Fund FormationFoley Hoag LLPHelps emerging managers launch a first fund and build the management company and compliance programme, and also acts for large established managers.Fund Launch Partners — GP seeding and launch advisoryFund Launch PartnersBacks first and second-time managers raising $20m to $200m by matching the GP commitment and providing working capital plus advice on business systems and the fundraising process.FundedGen II Fund ServicesDigital subscription platform for private capital funds that handles investor onboarding and subscription documents with status tracking and reusable investor profiles.Gunderson DettmerGunderson DettmerLaw firm for venture capital funds, emerging companies and their investors.HarneysHarneysOffshore law firm advising on fund and corporate matters in BVI, Cayman Islands, Luxembourg, Jersey, Bermuda and other jurisdictions.Kirkland & Ellis LLP — Investment FundsKirkland & Ellis LLPVery large fund formation and GP advisory practice, with over 620 dedicated funds attorneys and separate offerings for first-time sponsors and for institutional investors.Kleinberg KaplanKleinberg KaplanLaw firm with a private funds and investment management practice representing hedge fund, private equity and real estate fund managers.Linear Investments — Hedge fund incubation and prime brokerageLinear InvestmentsFCA-regulated firm describing itself as a prime brokerage and hedge fund incubator, offering execution, custody and cash management to emerging managers.Lowenstein Sandler LLP — Investment Management Group (including an Emerging Managers practice)Lowenstein Sandler LLPOver 100 lawyers on hedge, credit and private equity fund formation and adviser compliance, with a named Emerging Managers sub-practice for launches.Maples Group — Funds & Investment Management (legal services)Maples GroupOffshore and onshore fund counsel covering the whole life cycle of a fund, advising on British Virgin Islands, Cayman Islands, Ireland, Jersey and Luxembourg law.McDermott Will & Schulte — Investment ManagementMcDermott Will & SchulteGlobal law firm with an investment management practice; the former Schulte Roth & Zabel web address now redirects to this firm's site.Morgan, Lewis & Bockius LLP — Private Investment FundsMorgan, Lewis & Bockius LLPFund formation, separate accounts and adviser compliance, with the page saying it acts for hedge funds from startups to well established managers.Mourant — Investment FundsMourantAdvice on fund domiciliation and structuring across the Cayman Islands, Luxembourg, Jersey, Guernsey and the British Virgin Islands, covering hedge, real estate, infrastructure, private equity, venture, credit and listed funds.Ogier — Investment FundsOgierOffshore law firm advising on hedge fund and private equity fund formation across BVI, Cayman, Guernsey, Ireland, Jersey and Luxembourg law.OptoOpto InvestmentsBuilds and runs private markets programmes for registered investment advisers, family offices and private banks, from modelling the allocation through the subscription process to servicing and reporting once capital is deployed.Paul Hastings LLP — Private Investment FundsPaul Hastings LLPOver 70 professionals advising sponsors and institutional limited partners on fund formation, adviser registration, subscription lines and ongoing compliance.Proskauer Rose LLP — Private FundsProskauer Rose LLPMore than 275 lawyers covering fund formation plus secondaries, GP stakes, continuation funds and fund finance across buyout, credit and hedge strategies.Repool — Fund launch and administration platformRepoolPackaged launch service covering entity formation, fund documents, administration, compliance and digital investor onboarding for first-time hedge fund and digital asset managers.Riveles Wahab LLP — Riveles Law Group, the firm's hedge fund practiceRiveles Wahab LLPBoutique that launches small and emerging hedge funds on flat fees, covering offering documents, offshore entities and adviser registration; its page cites client funds of $1m to $300m.Ropes & Gray LLP — Investment FundsRopes & Gray LLPPrivate fund formation and fund management advice for sponsors, advisers and investors, including sovereign wealth funds and state-owned investors; cited to Chambers because the firm's own site refuses our verifier.ROYC Operating SystemROYC GroupPrivate markets platform connecting fundraising, investor onboarding, subscriptions, investor reporting and fund operations on one data layer.Sadis & Goldberg LLP — Investment FundsSadis & Goldberg LLPBoutique financial services law firm that states it has created and launched more than 1,000 private funds, including digital asset and independent sponsor structures.Seward & Kissel LLP — Investment ManagementSeward & Kissel LLPFund formation, tax structuring and regulatory counsel for launches, stating it acts for first-time and early-stage firms as well as multi-billion-dollar institutional managers.Sidley Austin LLP — Investment FundsSidley Austin LLPAbout 150 lawyers covering hedge fund formation, adviser and derivatives regulation, trading documentation and registered fund work.Simpson Thacher & Bartlett LLP — Private FundsSimpson Thacher & Bartlett LLPOrganises private equity, hedge, credit, real estate and infrastructure funds, with dedicated fund formation teams in 13 offices and a stated focus on large institutional sponsors.SS&C Technologies — New and Emerging Hedge Fund Manager Solutions (GlobeOp)SS&C TechnologiesFront-to-back operational build for a new fund, covering NAV, middle office, investor services and regulatory filings on the administrator's technology.The Funds Group — Fund formation consultancyThe Funds GroupFlat-fee fund formation service from a stated base of $15,000 covering offering documents, entity formation, regulatory filings and service provider coordination for hedge, crypto, credit and private equity funds.TitanbayTitanbayStructures and runs private markets funds and feeder vehicles across European jurisdictions, and gives wealth managers a route to subscribe clients into them.Walkers — Asset Management & Investment FundsWalkersOffshore law firm whose funds practice sets up and advises fund vehicles from offices in Bermuda, BVI, Cayman, Guernsey, Ireland, Jersey, Dubai, Hong Kong, London and Singapore.Waystone — Fund governance and management company solutionsWaystoneHelps managers launch, operate and scale funds through management company and AIFM solutions, regulatory hosting, governance and its own umbrella fund platforms.Willkie Farr & Gallagher LLP — Private FundsWillkie Farr & Gallagher LLPFund formation, regulatory, tax and ERISA advice for sponsors, plus GP-led and LP secondary liquidity work.