Investment Funds

We support fund managers across all sectors with the design and formation of wholesale investment funds.

Overview

It is critical for fund managers and wholesale trustees to undertake certain steps to effectively form and launch an investment fund, including implementing an appropriate fund structure, creating compliant and comprehensive fund and disclosure documentation and developing secure service provider agreements.

Our financial services lawyers have in depth expertise assisting investment managers and wholesale trustees across all asset classes with the design and formation of unregistered managed investment schemes, including advising on fund structures, preparation of fund and disclosure documentation and preparing and reviewing service provider agreements. Types of funds we assist forming include equity funds, property funds, private credit funds, private equity and venture capital funds, crypto funds and ESG funds.

Establishing an investment fund may seem like a complex process, however, our financial services lawyers have a wealth of experience dealing with fund managers across all asset classes, and ensure that the process is simplified and stress-free, while maintaining affordable fixed-fee pricing.

Types of Funds We Assist

Related Industries

Funds Management

Venture Capital

Crypto Assets

Real Estate

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Testimonials

We highly recommend Dario to anyone needing assistance navigating the requirements and the complexities of obtaining an Australian Credit Licence. Dario made an overwhelming experience seamless and stress-free. A BIG thank you to Dario and the entire team at Adria Group.

Bmoney Finance Bora Tuncoglu

Adria Group provided us with professional services to assist us in achieving our own AFSL and exceeded expectations. After seeing the value Adria Group provided to us, we would confidently say we would not have been able to succeed without them.

Redwood Financial Planning Ryan Humphries

Adria Group professionally and efficiently guided me to what I need legally in starting my own small business. They made the complex process simple and easy to understand and allowed for us to getting operating quicker. I would not be going anywhere else for future needs.

Xpert Football Adam Cukar

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