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What service providers do I need to hire? Should I retain them in any particular order?

A manager needs four main service providers to launch a fund: (1) attorney (2) administrator (3) prime broker and (4) audit-tax firm (sometimes managers elect to engage two different firms for audit and tax, but typically one firm does both). We advise engaging an attorney first, since drafting the offering materials and registering the management company (sometimes required) can take some time. While the attorney is working on the legal issues, the manager can evaluate and select the other three providers.

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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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