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I will draft your master feeder fund ppm and investor docs
Licensed US Attorney Premium Investment Fund and SEC Compliance Counsel
I am Samuel Jack Chevlen, a licensed U.S. Attorney (Bar #60792) specializing in private investment funds, SEC compliance, and corporate finance. With extensive experience drafting Private Placement Me...
About this Gig
Structuring a Master-Feeder fund requires complex, sophisticated legal drafting. You need documents that perfectly bridge U.S. domestic entities with offshore jurisdictions (like the Cayman Islands or BVI) to accommodate U.S. taxable, tax-exempt, and foreign investors.
I am Samuel Jack Chevlen, a licensed U.S. Attorney (Bar #60792) with deep expertise in cross-border fund architecture. I draft elite Master-Feeder Private Placement Memorandums (PPMs) that integrate multiple entities into one cohesive, legally compliant offering.
This Premium Gig Includes Drafting For:
- Complex Tax Disclosures: Addressing ERISA, UBTI for tax-exempt investors, and FATCA/CRS compliance.
- Multi-Jurisdictional Frameworks: Mapping the rights between the Onshore Feeder (LP/LLC), Offshore Feeder (Corp), and the Master Fund.
- Dual-Tranche Structuring: Seamless integration of different fee classes and liquidity terms.
Master-feeder structures leave zero room for error. Trust a licensed U.S. attorney to draft your documentation. Message me to discuss your fund's specific architecture today.
Field of law:
Finance
•
Business (corporate)
•
Intellectual property
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
Why is an attorney necessary for this?
Master-feeder documentation requires harmonizing U.S. securities law, complex tax implications, and international corporate law. Templates cannot accommodate this architecture.
Are tax disclosures included?
Yes. I include standard sophisticated disclosures regarding UBTI, ERISA, and FATCA, which are essential for offshore and tax-exempt investors.
Does the Premium package include Subscription Agreements for both feeders?
Yes, the Premium package includes separate Subscription Agreements tailored for both the onshore domestic investors and the offshore investors.
Do you form the offshore entities in Cayman/BVI?
No. I draft the legal offering documents (PPM, Sub Agreements). You will still need local offshore counsel/registered agents to formally incorporate the offshore entities.
What is a master-feeder structure?
It is a fund structure that pools capital from U.S. taxable investors (via an onshore feeder) and tax-exempt/foreign investors (via an offshore feeder) into a single "master" trading vehicle for efficiency.
