Investment Advisers, Investment Newsletters, Hedge Fund Websites
Should You Register? If you have less than $30 million under management, you need to look at your home state's securities commission. Your "home state" is where you base your business. Private Adviser Exemption Few states have a private adviser exemption that is practical. If you identify yourself as an investment advisor to anyone or use business cards, letterhead, a web site, a mass mailing, a trade show display, etc., you can't rely on the private adviser exemption to avoid registration. If you tell others by word of mouth or otherwise that you are available to provide investment advice, advisory services, or that you will accept new clients, you cannot rely on the private advisor exemption. Investment Newsletters In a few states you need to register as an investment advisor if you sells a newsletter. Federal law is more lenient than state law.
Hedge Fund Web Sites You can have a website to sell your advisory services if you are registered. If you have a fund, you need to avoid the "Coterminous Launch" issue.
Can I Self Register? Yes, but it is time consuming and tedious. State employees will not assist you with the registration process or give you legal advice. Many states require disclosures that relate to custody issues. If you don't know what you are doing, you can might increase your minimum capital requirements.
Form ADV Review Service Your Form ADV Part II needs to be accurate and current at all times. When was the last time you updated it? Let us review it with you for $100. Call (307) 213-4732 today.
Form ADV Review and Rewrite Service Your Form ADV Part II needs to be accurate and current at all times. If you add a fund to your managed account business, you ADV needs to be revised. When was the last time you updated it? Try us. Call (307) 213-4732 today.
Form ADV ANNUAL Review and Update Service Filing your annual ADV update shouldn't? stop your business. Let us complete this task for you. Registered investment advisers must file an Annual Updating Amendment on the IARD system within 90 days of your firm?s fiscal year end. If you fail to make this filing you may lose your registration status. Sign up for our Annual Amendment Service and with information we request from you, we will complete the amendment. This cost for this services is $250. Form ADV Part II revisions or changes cost extra.
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