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Yulish & Associates - Making Clients Happy Since 1993

How long will it take for the fund to be up and running?

The answer can vary significantly. Generally, a manager should anticipate eight to twelve weeks, although more time may be required if the manager must register as an investment adviser with federal or state authorities.

Managers often can expedite the launch date. For example, they may save time and legal fees by helping the attorneys to draft the “Investment Objective and Strategy” section of the confidential private placement memorandum. Understanding clearly the different compensation structures available to the manager – and selecting a relatively uncomplicated structure from among those choices – can also save time, and may save additional time and money down the road.

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The information provided on this site is being provided with the understanding that it should not be construed as legal, accounting, tax, investment or other professional advisor services. The contents are intended for general informational purposes only and it should not be used as a substitute for consultation with professional accounting, tax, legal, investment and other advisors. Before making any decision or taking any action, you should consult your own qualified professional advisor. In no event shall Yulish & Associates, its owners, officers, partners, agents and employees be liable to you or anyone else for any decision made or action taken in reliance on the information provided on this site.

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"Great value proposition with excellent client service. A pleasure to work with, always on-time and always available for follow-up and advice."
Hadi Habal
Habal Capital Group, LLC
"I would recommend Kathryn to everyone in the business, and I would tell friends using larger firms to switch. She is as good as it gets."
Kelly Gasink
Reservoir Investment Partners
"We have been thrilled with Yulish & Associates since we switched administrators 4 years ago."
Randall Gilberd
Rockridge Investment Partners LLC
"They [Yulish & Associates] are fast, accurate, and always nice when answering my questions. I can honestly say it’s a true pleasure to work with them."
Samuel C Wilson, CFA
Taos Global Investors, LLC
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