FUND EVALUATION PROCESS
HEDGE FUND DUE DILIGENCE
There are approximately 8,200 hedge funds comprising $3.15 trillion of industry assets*. In a given year, investment professionals review hundreds of hedge funds, but only a handful will move through the fund evaluation process. Our goal is to onboard couple of hedge funds a year. A hedge fund should be viewed from three different perspectives: investment, operational, and legal.
This is reflected throughout our fund evaluation process below:
Source: Hedge Fund Research - https://www.hedgefundresearch.com/news/steady-hfri-gains-drive-industry-assets-to-record. Reuters - https://www.reuters.com/article/us-hedgefunds-closures/fewer-hedge-fund-managers-call-it-quits-in-1st-half-2017-idUSKCN1BT2C3
First Republic Bank
Sadis & Goldberg, LLP
Maples & Calder