US Hedge Fund-LP 506(c) [2022]

This professional-grade 506(c) Hedge Fund PPM Template for Limited Partnerships is structured to comply with Section 3(c)(1) of the Investment Company Act of 1940 and is designed for funds offering securities under Regulation D, Rule 506(c). Unlike generic boilerplate Private Placement Memorandum templates sold elsewhere, this is a fully developed, attorney-prepared document that has been successfully used in real capital raises.

Ideal for attorneys, emerging fund managers, entrepreneurs, and business owners, this PPM is tailored for offerings involving general solicitation and advertising, allowing you to publicly market your fund to accredited investors while remaining fully compliant with SEC rules.

This comprehensive PPM template includes all required disclosures, risk factors, fund structure explanations, and subscription procedures for Limited Partnerships. Whether you are forming a long/short equity fund, a quant strategy, a crypto vehicle, or a real estate LP, this document provides a rock-solid legal foundation to attract capital and protect your interests.

Simply customize the key terms—such as fund name, investment strategy, minimum investment, and management fees—have your legal counsel review it for jurisdictional nuances, and begin marketing to qualified investors. You’ll save thousands of dollars in legal drafting costs while maintaining professional standards that meet investor expectations.

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 partnership 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