What structuring do I want? Who should I involve in launching the fund? How do I apply for the fund licence? What regulations do I need to adhere to? How will our service provider work with us? There are many questions to explore when launching a new fund. Carey approaches each new business onboarding with an appointed team of experienced professionals who tailor their approach to the investment related structure and servicing requirements.
New fund launches are part of our experience but we’re aware that the process is much less familiar to certain of our clients, who may be experiencing this process for the first time. We recently worked with a fund manager who was launching a new fund. Here’s what they told us about why they selected Carey and how we worked together through the project.
“We are a first-time fund and were looking for an administration partner who would support us through a process which was both complex and unfamiliar to us. We ran an extensive process and decided Carey were the right fit for us. We are very happy with our decision and felt well supported throughout by an experienced team who made a huge time commitment to us and were very responsive to our many questions and requests. The Carey service feels very bespoke and not at all one size fits all and, as well as providing this hands on supportive role, their systems – both from a reporting and security perspective – benchmarked extremely well after a long and detailed diligence process undertaken with the support of our cornerstone investor. I would definitely recommend Carey to other groups.”
Alternatives investment manager, UK
At Carey our professionals apply their in-depth knowledge of investment structures to guide clients through the regulated and unregulated structuring requirements and the detail for ongoing administration.