Continued from previous post on how to start a registered investment advisory firm, I’m covering the following topics:
License or registration requirement to start the RIA practice.
Which one is more important to the investors? Service or performance. What are the differences between an RIA or a hedge fund
Fee structure and average asset under management per investor Continue reading
5 panels talked about how to start a registered investment advisory firms at a sold out event with CFA Society of San Francisco.
In Part I, I’m covering the following topics:
Why did you start the firm and what do you enjoy most?
Did you have a business plan? Was it necessary?
Costs starting and running the practice
How did you get your first investors?
This is the first blog article as part of the one-year anniversary celebration of our firm, Affinity Fund Services LLC. Many times as I meet new people, once they know that I am running my own hedge fund administration firm, they ask me: how … Continue reading