A hedge fund is a private investment partnership that pools capital from accredited investors and uses a wide range of strategies — including equities, debt, options, and alternatives — to generate returns.
Unlike mutual funds or ETFs, hedge funds are privately offered, less regulated, and can employ leverage, short selling, and alternative strategies. They are typically open only to accredited or institutional investors.
Generally, accredited investors (high-net-worth individuals, family offices, and institutions) who meet regulatory requirements.
The minimum starts at $100,000, but we are flexible if needed!
We have a standard fund industry fee structure called 2-20, an annual management fee ( 2% of assets) plus a performance fee (20% of profits), subject to a high-water mark (you only pay performance fees on new profits, not on recovering past losses).
Fund will incur standard expenses of the investor’s K1 tax prep fees, annual Audit, and online portal maintenance.
We focus on disciplined, research-driven strategies that combine fundamental, quantitative, and AI-assisted insights to deliver consistent, risk-adjusted returns.
To generate attractive absolute returns that beats the S&P 500 index while preserving capital.
Independent third-party administrators, auditors, and tax professionals will handle these functions to ensure transparency and compliance. Please see the “Team” tab for more details.
We have partnered with a Fund administrator company called NAV Fund Services. They have $350B under administration and 30+ years of experience in managing more than +2000 funds. Investors will receive monthly statements, audited annual reports, and secure online portal access from them.
Withdrawals (called “redemptions”) are typically allowed at the end of each month with 2 weeks’ advance notice to liquidate the stocks. You can withdraw all your funds, and there is no lock-in period.
Funds can be added at the beginning of each month.
The fund administrator (NAV Fundservices Inc) will liquidate the fund and distribute the proceeds to the respective investors.
Investors are passive participants — our investment team manages the fund. You just need to bring patience.
Complete the subscription documents, meet accreditation requirements, and fund your investment. Our team will guide you through the process. It all starts by filling out the interest form here: