Insights & Resources

Expert articles, analysis, and resources on fund formation, regulatory compliance, and emerging industry trends.

SEC Rule 506(c) Verification: New Guidance on Minimum Investment Amounts
March 15, 202515 min read

SEC Rule 506(c) Verification: New Guidance on Minimum Investment Amounts

The SEC's March 2025 no-action letter provides clarity on using minimum investment amounts for Rule 506(c) accredited investor verification.

This article explains the SEC's new guidance allowing fund managers to rely on minimum investment amounts ($200,000 for individuals, $1,000,000 for entities) as a basis for Rule 506(c) verification, along with required representations and compliance considerations.

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5 Key Differences Between BVI and Cayman Islands: Making the Right Choice for Offshore Fund Formation
January 10, 202512 min read

5 Key Differences Between BVI and Cayman Islands: Making the Right Choice for Offshore Fund Formation

A comprehensive comparison of BVI and Cayman Islands jurisdictions for offshore fund formation, covering regulatory requirements, costs, and investor preferences.

This article breaks down the five main differences between BVI and Cayman Islands funds, including audit requirements, regulatory frameworks, investor preferences, operational costs, and crypto fund considerations.

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How to Launch an Investment Fund: 10 Key Steps
November 15, 20238 min read

How to Launch an Investment Fund: 10 Key Steps

A comprehensive guide to launching an investment fund, from initial planning through capital deployment and ongoing compliance.

This article provides a structured approach to fund formation, covering everything from defining your structure and regulatory framework to conducting the initial closing and beginning investments. Learn the essential steps that can help ensure a smooth launch and position your fund for long-term success.

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