Hedge Fund Suitability

Investing in a Hedge Fund Might Be Appropriate if You:

• Want to diversity your portfolio
• Have a net worth of more than $1,000,000.00 USD or an annual income of $200,000
• Are willing to potentially receive taxable long-term and short-term capital gains in a Limited Partnership.
• Are looking for an investment device that is not exposed to 100% Market Risk.
• Would like to be exposed to “Short-Sale” positions in stocks that are "over-valued" and benefit on a price decrease.
   

General process:

Prospective investors must receive and read a hedge fund’s Private Placement Memorandum, which contains important information regarding expenses and risk. PPM should be carefully read before funds are allocated. PPM and subscription documents can be requested after an investor suitability questionnaire is completed and sent back to the fund.