Comments on: Hedge funds and ERISA http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html Blogging on hedge fund laws, starting a hedge fund, news and events... Thu, 05 Jan 2012 15:32:15 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Purchasing an ERISA Fidelity Bond — Hedge Fund Law Blog http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-7171 Purchasing an ERISA Fidelity Bond — Hedge Fund Law Blog Tue, 09 Aug 2011 21:39:47 +0000 http://www.hedgefundlawblog.com/?p=453#comment-7171 [...] Hedge Funds and ERISA [...] [...] Hedge Funds and ERISA [...]

]]> By: Doug Robertson http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-6499 Doug Robertson Fri, 24 Jun 2011 19:53:54 +0000 http://www.hedgefundlawblog.com/?p=453#comment-6499 Fred, We would be glad to custody this asset for you. Please feel free to contact me with questions. Fred,

We would be glad to custody this asset for you. Please feel free to contact me with questions.

]]> By: Important Hedge Fund Articles — Hedge Fund Law Blog http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-5316 Important Hedge Fund Articles — Hedge Fund Law Blog Tue, 07 Sep 2010 21:28:57 +0000 http://www.hedgefundlawblog.com/?p=453#comment-5316 [...] ERISA Overview &  25% Threshold (Quick Overview) [...] [...] ERISA Overview &  25% Threshold (Quick Overview) [...]

]]> By: Hedge Fund Lawyer http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-4819 Hedge Fund Lawyer Mon, 31 May 2010 01:58:15 +0000 http://www.hedgefundlawblog.com/?p=453#comment-4819 Fred, You can invest in the fund with your Roth IRA, but there are a number of issues that need to be discussed before. Also, there are likely to be issues with the actual investment of the assets into the fund - your IRA's custodian will need you to make a number of representations and legal counsel may need to be involved. For many of our clients in this situation, it may take some time to get the IRA custodian comfortable with the investment (even if they allow self-directed investments into private placements/hedge funds). It will depend on the practices of each individual custodian. Hope this helps and please feel free to contact us to discuss in greater depth. Please also see our disclaimer on this website. Regards, Bart Fred,

You can invest in the fund with your Roth IRA, but there are a number of issues that need to be discussed before. Also, there are likely to be issues with the actual investment of the assets into the fund – your IRA’s custodian will need you to make a number of representations and legal counsel may need to be involved. For many of our clients in this situation, it may take some time to get the IRA custodian comfortable with the investment (even if they allow self-directed investments into private placements/hedge funds). It will depend on the practices of each individual custodian.

Hope this helps and please feel free to contact us to discuss in greater depth. Please also see our disclaimer on this website.

Regards,
Bart

]]> By: ERISA Bonding Requirement for Hedge Fund Managers — Hedge Fund Law Blog http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-3168 ERISA Bonding Requirement for Hedge Fund Managers — Hedge Fund Law Blog Sat, 10 Oct 2009 09:46:33 +0000 http://www.hedgefundlawblog.com/?p=453#comment-3168 [...] Hedge Funds and ERISA [...] [...] Hedge Funds and ERISA [...]

]]> By: Fred http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-2989 Fred Fri, 18 Sep 2009 03:58:12 +0000 http://www.hedgefundlawblog.com/?p=453#comment-2989 Bart -I have a question regarding ERISA. I'm a start up hedge fund manager. I have significant Roth IRA assets that I would like to invest in the "fund" which would make my Roth IRA a significant majority partner in the fund. However, I'm the sole member/owner of the general partner. Is this ok under ERISA? If so, can the Roth IRA be charged management & performance fees? How about start up cost allocations like legal etc.? Bart -I have a question regarding ERISA. I’m a start up hedge fund manager. I have significant Roth IRA assets that I would like to invest in the “fund” which would make my Roth IRA a significant majority partner in the fund.

However, I’m the sole member/owner of the general partner. Is this ok under ERISA? If so, can the Roth IRA be charged management & performance fees? How about start up cost allocations like legal etc.?

]]> By: Hedge Fund Investors and Increased Due Diligence: GAO Report | Hedge Fund Law Blog http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-640 Hedge Fund Investors and Increased Due Diligence: GAO Report | Hedge Fund Law Blog Fri, 07 Nov 2008 21:16:24 +0000 http://www.hedgefundlawblog.com/?p=453#comment-640 [...] Hedge funds and ERISA [...] [...] Hedge funds and ERISA [...]

]]> By: Definition of a Hedge Fund and Hedge Fund Background Information | Hedge Fund Law Blog http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-453 Definition of a Hedge Fund and Hedge Fund Background Information | Hedge Fund Law Blog Thu, 30 Oct 2008 19:13:11 +0000 http://www.hedgefundlawblog.com/?p=453#comment-453 [...] Hedge funds and ERISA [...] [...] Hedge funds and ERISA [...]

]]> By: DOL Sues Investment Adviser for Receiving Undisclosed Fees from Hedge Fund | Hedge Fund Law Blog http://www.hedgefundlawblog.com/hedge-funds-and-erisa.html/comment-page-1#comment-377 DOL Sues Investment Adviser for Receiving Undisclosed Fees from Hedge Fund | Hedge Fund Law Blog Sun, 26 Oct 2008 16:43:07 +0000 http://www.hedgefundlawblog.com/?p=453#comment-377 [...] Hedge funds and ERISA [...] [...] Hedge funds and ERISA [...]

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