Loading

US Hedge Fund LP 506(b) [2022]

Download a Hedge Fund PPM Template – Built for 506(b) Offerings Under 3(c)(1)

This professionally crafted hedge fund Private Placement Memorandum (PPM) template is designed for startup hedge fund managers and fund attorneys seeking a reliable, attorney-reviewed document for a Regulation D Rule 506(b) offering. Structured in compliance with Section 3(c)(1) of the Investment Company Act of 1940, this is not a generic PPM template—it’s a real, field-tested offering memorandum used to successfully raise capital from accredited investors.

If you’re preparing to launch a hedge fund, this 506(b) PPM template provides a trusted foundation to disclose your investment strategy, fund structure, terms, and risk factors. Whether you’re forming a long/short equity fund, digital asset fund, or alternative strategy vehicle, this document gives you a serious head start. Simply customize the content to match your fund’s unique strategy and investor profile, then have your legal counsel review and finalize it—saving you thousands in legal fees and weeks of drafting time.

Perfect for hedge fund startups looking to raise capital under the 3(c)(1) exemption with up to 100 accredited investors, this private placement memorandum supports compliance, credibility, and investor confidence from day one. It’s an essential resource for new fund managers, boutique asset management firms, and fund formation attorneys building out their client offerings.

If you’re searching for a hedge fund PPM template that goes beyond boilerplate language and is rooted in real-world fund operations—this is the document you need to accelerate your hedge fund launch.

UPDATED FOR 2022

 

Highlights:
  • Regulation Rule 506(b)
  • Can be used in all U.S. States
  • No General Advertising or Solicitation
  • Accredited Investors and up to 35 non-accredited investors
  • Raise any amount of capital
  • Form D Filing within 15 days after 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 Limited partnership agreement (Word-23 pages)
  • 506(b) 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 (Word/Pdf)
  • SEC Form D
  • Form U-2 Securities Registration Form
  • PPM distribution list (excel)
  • UPDATED December 2022