Frequently Asked Questions

How do I get listed as a fund in your database?

 

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?

 

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?

 

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.
Are you a registered investment advisor?

 

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?

 

An accredited investor is defined as:
  • 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.
What if I still have questions?

 

For additional questions, please contact the Hennessee Group at hennesseegroup@hennesseegroup.com.


 

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