Hedge Fund – 506(b)

$195.00

Our SEC, Regulation D, Rule 506(b) PPM template for Hedge Funds is perfect for issuing Limited Partnership Units of Interest. We have provided sample content and sample financial data in Microsoft Word format (.docx). Easily edit, add, or delete our sample content and use your own information. Delivered in 1 zip file.

Description

Our SEC, Regulation D, Rule 506(b) PPM template is perfect for a Hedge Fund, Limited Partnership issuing LP Units. We have provided sample content and sample financial data in Microsoft Word format. Easily edit, add, or delete our sample content and use your own information.

TEMPLATE OVERVIEW

  • Hedge Fund, Limited Partnership;
  • Selling LP Units of Interest;
  • Limited Partnership Agreement;
  • Subscription Package;
  • Raise Unlimited Capital;
  • Escrow Information; and
  • More.

CONTENTS

  • Summary of The Offering
  • Directory
  • Forward Looking Information
  • Summary Of Terms
  • The Fund
  • Financial Summary Of Operations
  • Investment Objective And Strategies
  • Fund Management
  • Beneficial Ownership
  • Description Of The Securities
  • Restrictions On Transfer And Legends
  • Terms Of The Offering
  • How To Subscribe For The Securities
  • Investor Suitability
  • Withdrawals
  • Federal income Taxation Considerations
  • State And Local Tax Considerations
  • Sources And Use Of Proceeds
  • Financial Statements
  • Risk Factors
  • Risk Controls
  • Dilution
  • Selling Security Holders
  • Miscellaneous
  • Summary Of The Operating Agreement
  • Brokerage And custody
  • Fiscal Years And Interim Periods
  • Legal And Accounting
  • List Of Exhibits
  • Signatures

IMPORTANT DOCUMENTS INCLUDED IN THIS PACKAGE

  • Executive Summary / Pitch Sheet (1 page)
  • Private Placement Memorandum (24 pages)
  • Jurisdictional Legends (all 50 states)
  • Subscription Package
    • Limited Partnership Agreement (19 pages)
    • Investor Suitability Questionnaire (10 pages)
    • Subscription Agreement (6 pages)
    • ERISA Disclosure (2 pages)
    • Patriot Act Disclosure (1 page)
    • Patriot Act Agreement (1 page)
  • Form D (11 pages)

PRODUCT AND DELIVERY

The PPM and other documents are in Microsoft Word (.docx), fully editable with no restrictions. The Form D is in PDF format.

STATE “BLUE SKY” LAWS

We do not file your state blue sky forms with this template package. Regulation D Offerings may require pre-filing in some states, depending on how you conduct the offering. Check with your state regulator, or an attorney, for more information.

Updated: 05/2022

  • Microsoft Word .docx format.
  • Fully Editable (70+ Pages).
  • Immediate Download.
  • Downloaded from our secure servers.
  • All contents in 1 .zip file.