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Frequently Asked Questions
| How
do I get listed as a fund in your database? |
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Pleasecontact Hennessee Group via email and ask for a hedge fund
analyst. It is preferred for you to have the ability to provide monthly
performance numbers via email or fax within the first 5 business days
of each month. Please provide monthly performance data to hennesseegroup@hennesseegroup.com. All numbers are kept confidential. |
| How
do Hedge Funds differ from mutual funds? |
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Hedge funds are similar to mutual
funds in that they both are pooled investment vehicles that accept
investors' money and generally invest it on a collective basis.
Hedge funds differ significantly from mutual funds, however, because
hedge funds are not required to register under the Investment Company Act of 1940. They are not required to register because they generally only
accept financially accredited investors and do not publicly offer
their securities. In addition, some, but not all, types of hedge
funds are limited to no more than 100 investors.
Hedge funds may engage in leverage and other
sophisticated investment techniques to a much greater extent than
mutual funds. Although hedge funds are not subject to registration
and all of the regulations that apply to mutual funds, hedge funds
are subject to the antifraud provisions of the federal securities
laws. |
| I
am looking to invest in Hedge Funds. What is my first step? |
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The Hennessee Group's professional
consultant team would be happy to personally walk you through the
process of investing in Hedge Funds. Please contact us by telephone
at (212) 857-4400 or by email at hennesseegroup@hennesseegroup.com.
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| Are
you a registered investment advisor? |
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Yes, we are Registered Investment
Advisers with the Securities and Exchange Commission (SEC). Part II
of our FORM ADV is available upon written request.
The Hennessee Hedge Fund Advisory Group is dedicated to providing
one-on-one investment counseling and personalized portfolio management
to individuals, family offices, and institutions investing or wishing
to invest in hedge funds.
Please feel free to call us if your question relates to our specific
expertise and services. Our phone number is (212) 857-4400. |
| What is an accredited investor? How do I know if I qualify? |
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An accredited investor is defined as:
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a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person;
- a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year;
- For institutions, employee benefit plans, partnerships or foundations,
please refer to the Accredited Investor Rule 501(a) of Regulation
D.
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© 2012 Hennessee Group LLC, All Rights Reserved.
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