Hedge Fund & Company Formation
We structure and launch funds, holding companies, and operating entities across jurisdictions. Not templates. Not “set up an LLC.”
Actual structures that can raise, deploy, and return capital.
What we do
We design and implement:
Hedge fund structures (onshore, offshore, master-feeder)
Holding company stacks (US, UK, UAE, offshore)
SPVs for deal-by-deal deployment
Manager entities + carry structures
Cross-border ownership and control alignment
This is the layer most people get wrong—and it shows up later in tax leakage, investor friction, or failed raises.
Hedge Fund Formation
Typical structures we implement:
1. U.S. Onshore Fund
Delaware LP (fund) + Delaware LLC (GP/manager)
For U.S. taxable investors
Straightforward, but fully exposed to U.S. tax
2. Offshore Fund (Cayman / BVI)
Cayman Exempted Company or LP
Used for non-U.S. investors
Avoids U.S. tax filing complexity for foreign LPs
3. Master-Feeder Structure (most common)
U.S. feeder (Delaware LP)
Offshore feeder (Cayman)
Master fund (Cayman)
This allows:
U.S. and non-U.S. capital to coexist
Clean tax treatment across investor types
Institutional compatibility
Real numbers
Setup costs:
U.S. fund: $25k–$50k all-in
Cayman structure: $60k–$120k+ depending on complexity
Master-feeder: $100k–$200k+
Annual running costs:
Legal + admin + audit: $30k–$150k+/year
Cayman admin/audit alone: $20k–$80k/year
If someone quotes you “$10k hedge fund setup,” you’re not getting a fund—you’re getting paperwork.
What actually matters (and is usually ignored)
Investor mix (U.S. vs non-U.S. vs tax-exempt)
Fee structure (management + performance allocation)
GP economics and carry allocation
Regulatory positioning (SEC, exemptions, AUM thresholds)
Banking and prime brokerage access
You don’t fix these later. You fix them upfront—or you restructure under pressure.
Compounding isn’t about chasing higher returns, it’s about how your structure handles capital as it moves. Most leakage doesn’t come from bad investments, it comes from poor setup: the wrong entity, the wrong jurisdiction, or income flowing through inefficient paths.
At a basic level, where and how you hold assets matters. A U.S. LLC can be efficient and flexible, but depending on ownership and elections, it can also create unnecessary exposure or reporting drag. A Canadian corporation may defer tax on active business income, but introduces its own rules around distributions and integration. A UK company can be clean for certain operating activities, but needs to be aligned with residency and control to avoid unintended consequences. None of these are “good” or “bad” in isolation as the outcome depends on how they’re combined.
The same applies at the fund level. Hedge fund structures, whether onshore LPs, offshore feeders, or master-feeder setups exist for a reason: to separate investor types, manage tax exposure, and keep capital flows clean. When done properly, they allow different classes of capital to participate without contaminating each other’s tax position. When done poorly, they create friction, complexity, and ongoing leakage.
Every layer adds either efficiency or drag:
How income is characterized (active vs passive, capital vs ordinary)
Where entities are resident and managed
How distributions, dividends, and fees move between them
What gets taxed now vs deferred
The goal isn’t to stack entities for the sake of it—it’s to align structure with how capital actually operates. Clean ownership, clear cash flow paths, and jurisdictions that match the activity.
Most advisors sell products. We engineer the system your wealth actually lives inside. We integrate cross-border structure, tax intelligence, portfolio design and liquidity strategy into one cohesive architecture, built specifically for high earning immigrants, tech founders and globally mobile professionals in the US & Canada.
This is wealth designed around how your life actually works, not a single country assumption model.
How This Translates To Real Outcomes
Cross-border structure that compounds
Engineered intentionally
not retrofitted after the fact
Tax efficiency designed, not accidental
More capital retained
more capital to reinvest
Portfolio strategy matched to jurisdiction reality
Not home bias
not legacy allocator templates
Liquidity moments engineered with foresight
Secondary, exit, rollover
become alpha manufacture points
Advisory that thinks in systems, not transactions
We care about consequence
not the individual moment
Wealth plan that evolves as your mobility evolves
Your life changes
your plan does not break
Contact us
Let’s design the structure your wealth actually deserves.
If you’re ready to move from reactive advisory to engineered advantage - start here.
Reach out and we’ll evaluate fit, then architect a plan built around your reality.
