OPERATIONS
OPERATIONS
The Savino Group has regulatory knowledge of hedge funds, limited partnerships, and 40-act or mutual funds. Whether you are an established hedge fund looking to enter the liquid alternative space or an emerging manager deciding whether you chose the right structure for your fund, The Savino Group can help create your business plan and align you with the right partners.
LIQUID ALTERNATIVES
Often referred to as 40-act funds, a mutual fund structure can vastly expand the universe of potential investors.
LIQUID ALTERNATIVES
The Savino Group's Areas of Expertise
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Vendor selection i.e. fund administrator, distributor, lawyer
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Evaluating joining a series trust versus establishing an independent board
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Electing a compliance officer and implementing processes to build a culture of compliance and minimize compliance risk
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Structuring fees including peer comparisons, expense caps, and breakpoints
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Financial modeling to predict breakeven levels and predict return on investment
The Savino Group's Areas of Expertise
-
Vendor selection i.e. fund administrator, distributor, lawyer
-
Evaluating joining a series trust versus establishing an independent board
-
Electing a compliance officer and implementing processes to build a culture of compliance that minimizes compliance risk
-
Structuring fees including peer comparisons, expense caps, and breakpoints
-
Financial modeling to predict breakeven levels and predict return on investment
PRIVATE FUNDS
Hedge Fund or Limited Partnerships allow for incentive fee structures and limited liquidity investments.
PRIVATE FUNDS
The Savino Group's Areas of Expertise
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Vendor selection i.e. independent auditor, fund administrator, prime brokers / futures clearing merchants
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Management and incentive fee structures and negotiations
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Due diligence questionnaires
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Financial modeling and budgeting