What’s up, everyone? Today, let’s answer the question that both fund managers and investors need to understand: What are management fees? Management fees are a crucial component to understand for anyone involved in fund management or considering investing in a fund. What are They? Management fees are charges that investment fund managers levy on investors … More What Are Management Fees?
What’s up, everyone? Today, we’re going to answer the question: what is Form D filing? If you’re a fund manager looking to raise capital from investors, you need to be familiar with the Form D filing. What is it? A Form D filing is a document that private companies must file with the Securities and … More What is Form D Filing?
What’s up, everyone? Today, we’re doing a throwback interview and talking about fund administration with Jerry Wright! Jerry Wright has been working as a fund administrator for over 20 years! He briefly introduced himself and his career… Jerry Wright I started off as an administrator at J.D. Clark for 14 years and became partner shortly … More Fund Administration with Jerry Wright
One of the ways to make your life easier as a fund manager is by setting your fund up correctly. This is why most funds in the world use Regulation D filings, Namely 506(b) and 506(c) funds. I mention these fund types, and others, quite often in my posts and videos. So to make it … More Regulation D Fund Types
Today 30% of all PE funds are outsourcing their fund administration, with expected 50% to follow within the next 5 years.
Wait…what are fund administrators? What are their responsibilities and how do I choose one? … More A Deeper Look Into Your Fund Admin