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
- Equity Funds (Australian and International)
- Property & Real Estate Funds
- Fixed Income Funds
- Private Credit Funds
- Mortgage Funds
- Private Equity & Venture Capital Funds
- Crypto Funds
- ESG Funds
- Other Alternative Asset Funds
Related Industries
Latest Insights
New AFSL Exemptions for Foreign Financial Service Providers in Australia
AFSL Requirements for Crypto Exchanges in 2026
AFSL Crypto Requirements and ASIC’s Info Sheet 225
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.
"Adria Group provided us with professional services to assist us in achieving our own AFSL and to say Adria Group exceeded expectations would be an understatement. After seeing the value Adria Group provided to us, we would confidently say we would not have been able to succeed without them."
Contact Us Today.
Receive a response within one business day.
Our Details:
- [email protected]
- 1800 955 816
- 388 George Street, Sydney NSW 2000
Do you need expert compliance or legal support? We got you covered.
Book a free consultation or give us a call.