US Hedge Fund-LLC 506(c) [2022]
Unlock capital quickly with our Hedge Fund PPM 506(c) Template for LLCs—a fully vetted, attorney‑drafted Private Placement Memorandum that complies with Section 3(c)(1) of the Investment Company Act. Unlike generic PPM templates circulating online, this is a real‑world document that has already passed investor and regulator scrutiny.
Startup hedge fund managers gain a head start by plugging in strategy‑specific details, while fund attorneys appreciate the robust risk‑factor disclosures, waterfall provisions, and Reg D 506(c) solicitation language that meet professional standards out of the box. Simply customize the key variables, let your legal counsel perform a final review, and save tens of thousands of dollars in drafting fees—without sacrificing compliance or credibility.
UPDATED FOR 2022
Highlights:
- Regulation Rule 506(c)
- Can be used in all U.S. States
- General Advertising & Solicitation – Crowd Funding
- Accredited Investors only with financial statement
- Raise any amount of capital
- Form D Filing prior to receiving first investment
- Used by LLCs, LPs, S Corps, C Corps, Hedge Funds, Real Estate Funds, Private Equity
This private placement memorandum is structured with a management fee, performance (carried interest) fee, lockup period, high water mark, ERISA & tax summary, and state jurisdictional legends.
Included in this package:
- Hedge Fund PPM Limited Liability Company Operating Agreement (Word-23 pages)
- 506(c) Private Placement Memorandum (MS Word)
- Investor questionnaire & Subscription Agreement (MS Word 21 pages)
- Investment Management Agreement (MS Word)
- Foreign Country Legend (MS Word)
- U.S. State Jurisdictional Legends (MS Word)
- Accredited Investor Verification Letter-506(c) (MS Word)
- AML/Patriot Act Certification Letter (Pdf)
- SEC Form D
- Form U-2 Securities Registration Form
- PPM distribution list (excel)
Preview Sample Here
