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Investment Fund Formation U.S. & Offshore
FAS CPA & Consultants

Service Details

USA & Offshore Investment Fund Formation

U.S. Investment Fund Formation

The first thing is to form an LLC that works as a Master Feeder Fund. If you have only US citizens as investors, the next step  is to open a second LLC to function as an Investment Fund. This second LLC will work as the investment arm. You will also need to open a third LLC to work as the Investment Fund Manager.

Offshore Investment Fund Formation

If your clients are not U.S. citizens or they are Non-profits, you will need an Offshore Master Feeder Fund to shield them from U.S. taxation. Cayman is the first choice jurisdiction to complete the structure of your Fund.  

Structuring of Funds

Funds typical structure is designed as a Master Fund. This is the cornerstone to protect investors and create a classification for U.S., foreign and non-profit clients. The Master Fund will be divided into a U.S. Feeder Fund and an Offshore Feeder Fund. Within the same structure the Investment Fund Manager will also be an offshore entity.

Subscription Plans

USA

$35K

Setup Fee

USA & Offshore Funds

$50K

Setup Fee

Master Fund & Tax Consulting

$60K

Setup Fee

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