Streamline the process with Bolder Launch’s suite of fund solutions in the US!
- Customise the solutions you need for your fund at reduced costs
- End-to-end fund solutions to let you focus on managing the investments
- Fund experts with extensive knowledge to provide a wide range of services
We provide comprehensive fund services for asset managers in the US – starting from the launch all the way to compliance and reporting. We tailor our solutions to your needs and goals.
Let’s discuss what you need
Set up your funds in the US
Bolder Launch has the experience and solutions to navigate the fund market in the US. We offer extensive fund solutions, including
domiciliation, administration and accounting, investor services and compliance to help you achieve your goals. We administer:
Hedge funds
Private funds
Funds of funds
Real estate funds
Digital assets
Managed accounts
Partnering with Bolder Launch
You manage the fund. We administer it.
Why work with Bolder US?
With our suite of fund solutions, you spend less time dealing with paperwork and more time growing the fund. Here’s how we can help you focus on your core business:
- Fund accounting for all types of funds
- NAV calculations based on the fund’s governing document requirements
- Monthly, quarterly or annual fund reporting
- Fund administration, including investor services and fund registration
- Fund compliance with the latest and relevant regulations
- Task automation and personalisation through our state-of-the-art fund technology
Nick J. Neri
Business Development,
Americas
Launch your business anywhere!
The Americas
Frequently Asked Questions
- Open-end funds
- Closed-end funds
- Unit Investment Trusts (UITs)
ETFs, like mutual funds, are investment companies registered by the Securities and Exchange Commission (SEC) that
allow investors to pool their money in a fund that invests in stocks, bonds, other assets or some combination of these
investments. This is in exchange for receiving an interest in the investment pool. However, unlike mutual funds, ETFs do
not sell or redeem individual shares from retail investors directly.
- Bond Funds (fixed income funds)
- Stock Funds (also called equity funds)
- Balanced Funds
- Alternative Funds
- Money Market Funds
Closed-ended funds are structured similarly to open-ended funds. However, closed-ended funds can issue preferred
shares under certain conditions.
- A mutual fund or ETF can be structured as:
- A business or statutory trust
- A corporation
- A limited partnership
- A limited liability company (LLC)
- Another entity under the laws of any US state
The hedge fund is often structured as a limited partnership (LP) or a limited liability corporation (LLC).
Domestic/onshore funds are not subject to a federal entity level tax as long as they are treated as partnerships and not as
publicly traded partnerships for US income tax purposes.
US hedge funds are often structured as Delaware limited partnerships or LLCs.
When it comes to holding client assets, registered advisers must work with a qualified custodian, for example, a bank,
registered broker-dealer or other financial institution.
The principal regulatory body for regulating fund management and offering operations in the US is the Securities and Exchange Commission (SEC).
