Loading

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

Download a 506(c) Hedge Fund PPM Template – Structured for General Solicitation Under 3(c)(1)

This hedge fund Private Placement Memorandum (PPM) template is designed specifically for Regulation D Rule 506(c) offerings, allowing general solicitation and advertising to accredited investors. Structured under Section 3(c)(1) of the Investment Company Act of 1940, this is not a generic, mass-produced template. It’s a real, attorney-reviewed PPM used in actual fund raises—offering startup fund managers and fund attorneys a trusted, professional foundation for launching a hedge fund with confidence.

If you’re planning to launch a hedge fund and want to take advantage of the broader investor outreach permitted under Rule 506(c), this sample PPM is the right starting point. It’s fully customizable and outlines key fund elements such as strategy, structure, fees, risk disclosures, and offering terms. You simply tailor the content to your fund’s strategy—whether it’s a long/short equity, crypto, real estate, or quant strategy—and then have it reviewed by your legal counsel. This process can save you thousands in legal fees and weeks in document preparation.

This 506(c) PPM template is ideal for hedge fund startups targeting accredited investors through digital marketing, online platforms, or public investor presentations. It helps ensure regulatory compliance, enhances credibility, and communicates transparency to prospective investors—all essential when building trust and raising capital in a competitive environment.

Perfect for new fund sponsors, solo managers, and boutique fund formation attorneys, this downloadable PPM supports a streamlined and cost-effective fund launch under the 3(c)(1) exemption. Get a head start with a real hedge fund PPM—not a cookie-cutter form.

 

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 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)
  • UPDATED December 2022