I admire the financial independence of people, But you can live better if you work a little more. After watching this I think there are people out there, on the extreme, who plan to die early just to be able to retire early. To each their own but to me, retirement isn't just about not having to work, it's about having the freedom to do whatever you might reasonably want, such as travel, buying things, enjoying life, etc. I don't think I could retire with less than $3m in income-generating investments, maybe $2m at the very minimum. I plan to work until I'm at least 45
Nobody knows anything, you need to create your own process, manage risk and stick to the plan, through thick or thin while also continuously learning from mistakes and improving
@@ThomasWilliam-sw8ms Having an investment adviser is the best way to go about the market right now, especially for near-retirees, I've been in touch with a coach for a while now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I netted over $220K during this dip, that made it clear there's more to the market that we avg joes don't know
Can a business be ran with limited POA’s for each client? This would be for daytrading stocks, options, futures. The person trading would receive commissions based on returns. Is there a limit to number of clients? Is this a workaround to needing to register RIA or be a fiduciary? Is this a workaround for needing to have accredited investors? Can this money be pooled or can all client accounts be linked together by API where one trade buy button will execute for multiple accounts? If pooled, how can you attribute gains/losses to a specific client? What would the legal realm say to this kind of business setup?
I want to pool investor capital together in a fund in order to buy, manage, build, develop etc. real estate properties and offer investors a fixed or waterfall annual return on their invested capital. I believe this is called an income fund? I have many questions: -What is the correct legal structure for such a fund? -Are my properties held in individual legal entities that are a subsidiary of the fund LLC? -can I market my fund to anyone or have friends and family invest in it? -what docs and such are needed to setup a fund and add investors (I believe the term may be, subscribers?) - can I advertise a certain yield on investment? -what is the best way to manage all these investors contributions? Hire an accountant or do they have fund management software? -does my fund have to invest only in real estate or can it invest in other things as well?
I'd be glad to answer all of these questions! Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
So if a hedge fund has 100 investors, it triggers the need to register as an RIA, so does that mean that the hedge fund will have to act as a fiduciary for all 100 investors. Will that mean that the fund can no longer do high risk activities such as daytrading, options, and Index futures like eminis? Is high risk trading like this ok to do as a fiduciary as long as the client approves this and understands the higher risk being taken when trading with full discretion?
I am a financial analyst and considering starting a private investment fund. People who are impressed with my personal portfolio growth are interested in copying me or hiring me to run their portfolios. But I don't want to get into all of that. Can I just create a Securities investment LLC or LLP that allows people to buy in to become members and leave the management to me? I want to avoid any scenario that involves members participating in stock selections.
Thanks for your question. A 3c1 private investment company structured as an LP that you manage and control as the GP (investors are LPs with no voting control) may be the way to go. I’d be glad to chat with you directly about the details of how it may work given your specific objectives in a free introductory call if you want to schedule a time on my calendar at mangumlaw.setmore.com/beta or shoot me an email at darin@mangumlaw.net?
My main office is in Puerto Rico but practice nationwide and internationally. Glad to help you with your fund. Shoot me an email at darin@mangumlaw.net or use this calendar link to schedule a time to chat (a free introductory Q&A call): booking.setmore.com/scheduleappointment/e27c99a7-1f85-4c3e-a783-1e574a9da39a
I have a few friends that want to start an investment fund or a private equity and we are not sure which way to go. Can you help us decide which way to go.
Yes sir! Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Is there a way to setup a small investment fund (or group) with non-accredited investors and one person managing it without a series 7 or 65? Thanks in advance
You'd likely want to set up a private investment company like a 3c1 and operate pursuant to available exemptions from registration. We can help you with this.
@@mangumlaw I am completely new to investing. However, I would like to establish a small private investment company that doesn't require a series 7 or any other level license.
@@tyronsteele yes, we can help you with this. Feel free to schedule a call with me using this link: mangumlaw.setmore.com and we can discuss your particular objectives. Or shoot me an email to darin@mangumlaw.net. Thank you!
Hi Daniel. You'd need to set up a 3c1 private investment fund (which we can help you with, of course) to pool capital from LP investors, whereupon you can then execute your trading strategy on behalf of the fund as the fund's general partner (GP). Does that help?
Hey. I'm in Ontario Canada. Looking to start an investment fund. Could you help me? Do you have an outline for everything I would need to prepare? Thanks again in advance
Yes, please contact colby@mangumlaw.net and she can send you all the details, all for one reasonable flat-rate fixed fee. We can get you prepped with your own private investment fund in about 30 days or less. Thank you for watching our content!
I've made a few UA-cam videos expressing my opinion on this ongoing lawsuit, but I believe the SEC has the upper hand when it comes to the legal arguments presented.
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
I want to set up an investment company. I want it registered in the united States and I want it to grow big and I wish to have as many investors from around the world. What do I do to make it approved and verified understand the united states government? Thanks in advance
We'd likely set you up as a private investment company under Section 3(c)(1) of the Investment Company Act of 1940, as amended. Contact my team at colby@mangumlaw.net and we'll set up a Zoom call to discuss. Glad to help answer your questions and looking forward to helping you. Thanks for watching our channel!
Hi, I was curious if instead of customer they are recognized as donators. That would exept the 99 customer rule and provide a nice tax break. Is this illegal?
Hi so I've got kind of a ridiculous but honest inquiry, lets say I have a million dollars and rather than trading in a regular account and paying income tax on the gains I decide to instead start a mutual fund of which I'm also the manager...and I personally put up all of the investment myself, hence I'd own all the shares. Then once a year I just sell some of the shares back to the fund at a profit with those gains being a long term capital gain for which I owe little or no tax...which is the point. Then eventually once the fund has bought back all of my shares, it simply opts to liquidate and dissolve NAV to whoever owns the equity...which is also me since I started the fund. Hence I would owe capital gains on all of the proceeds there but which of course is still a lot less than otherwise...at that point I could possibly just start a new fund, put up all the investment again like before and repeat. Your thoughts?
We'd need to chat about the details. Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Hello Mister, I just form a corporation. I want to operate as a hedge fund trading in Crypto and Forex Markets. I want to know what licenses or certificates are required to not get in trouble with any institutions or the SCC in the long run? Thanks and look forward to the answer
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Yes sir. Please feel free to email me at darin@mangumlaw.net or reach out to my liaison, Bryson Blaylock, at bryson@mangumlaw.net to schedule a time to chat. Thank you! :-)
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Hi John. Yes sir. Over the past 21 years I've helped dozens of farm-based projects get set up for capital investment. Do you want to schedule a call to discuss your particular agriculture project?
Nice informative video sir. One question. Do you take clients who's interested in opening up a S or C Corporation? I'm interested in opening up a restaurant business sometime next year... Thanks
Yes, you can schedule a call with me at this link: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or contact colby@mangumlaw.net who can help schedule a time to chat. Thank you!
What kind of license is needed? Also, I have been investing for years. Would it be possible to create a private fund, even if it's just for my wife and myself? If so, would it be recommended? Thank you!
Yes, a private fund is possible, but probably overkill if you're just investing on behalf of yourself and your family household. If you're expanding beyond that threshold, then we can certainly help you!
@@dallaslucy If a person (A) owns an LLC 100% or partially, can another person (B) who was awarded personal judgment against the person (A) force-sell the person (A)'s LLC shares OR put a lien on profit/dividend distributions from the LLC?
Great video Darin. Can you help me understand better. For example, if I formed an llc in California “little billy investments LLC” as a private investment fund. Company would only invest in stocks. Would I be able to do this and have any clients? Do you have to have credentials? Does a business degree suffice? I am very confused on the rules after you form the private investment fund. Could you form one and just manage your own money and maybe have 5 clients who invest 100k each? In that scenario you don’t need to register with SeC and have series exams etc right? Thank you sid
Thanks for your comments and feedback, Sid. Glad you found the video helpful. Yes, we'd be able to help you set up a private "3c1" investment fund where you would not need to have a securities license. I'd be glad to discuss it in more detail with you. Here's a link to my calendar to schedule a convenient time to chat: mangumlaw.setmore.com/ Thanks again, and talk soon, -- Darin
@@mangumlaw hi Darin, thanks for the reply. I’m the scenario above. What would be the difference between going with an LLC or an S Corp (Inc.). Does it make any difference? Does it provide better business expansion opportunities? Can this fund act as a holding company in the future if a business opportunity arises?
@@harrymaguire7005 the entity type can be either a corporation or an LLC and can act as a holding company. However, please contact me to discuss details. See www.mangumlaw.net or call +1.877.343.3103 thank you.
Manage your OWN investments first. If you can somehow deliver returns in excess of 30% per year, for 6 consecutive years, then go ahead and start up an investment fund. If not, then don't even bother.
I admire the financial independence of people, But you can live better if you work a little more. After watching this I think there are people out there, on the extreme, who plan to die early just to be able to retire early. To each their own but to me, retirement isn't just about not having to work, it's about having the freedom to do whatever you might reasonably want, such as travel, buying things, enjoying life, etc. I don't think I could retire with less than $3m in income-generating investments, maybe $2m at the very minimum. I plan to work until I'm at least 45
Nobody knows anything, you need to create your own process, manage risk and stick to the plan, through thick or thin while also continuously learning from mistakes and improving
@@ThomasWilliam-sw8ms Having an investment adviser is the best way to go about the market right now, especially for near-retirees, I've been in touch with a coach for a while now mostly cause I lack the depth knowledge and mental fortitude to deal with these recurring market conditions, I netted over $220K during this dip, that made it clear there's more to the market that we avg joes don't know
@@ScottBrown-c3p Who’s the person guiding you
@@ThomasWilliam-sw8ms credits to *KRISTIN GAIL CUNNINGHAM*, one of the best portfolio managers out there. she's well known, you should look her up
@@ScottBrown-c3p Thank you, I just checked her out and I have sent her an email. I hope she gets back to me soon.
Can we schedule some time?
mangumlaw.setmore.com
Can a business be ran with limited POA’s for each client? This would be for daytrading stocks, options, futures. The person trading would receive commissions based on returns. Is there a limit to number of clients? Is this a workaround to needing to register RIA or be a fiduciary? Is this a workaround for needing to have accredited investors? Can this money be pooled or can all client accounts be linked together by API where one trade buy button will execute for multiple accounts? If pooled, how can you attribute gains/losses to a specific client? What would the legal realm say to this kind of business setup?
You'd need to set up a private 3c1 fund to do what you're proposing. Otherwise, you'd need to get a Series 65 and register with FINRA as a RIA.
I want to pool investor capital together in a fund in order to buy, manage, build, develop etc. real estate properties and offer investors a fixed or waterfall annual return on their invested capital.
I believe this is called an income fund?
I have many questions:
-What is the correct legal structure for such a fund?
-Are my properties held in individual legal entities that are a subsidiary of the fund LLC?
-can I market my fund to anyone or have friends and family invest in it?
-what docs and such are needed to setup a fund and add investors (I believe the term may be, subscribers?)
- can I advertise a certain yield on investment?
-what is the best way to manage all these investors contributions? Hire an accountant or do they have fund management software?
-does my fund have to invest only in real estate or can it invest in other things as well?
I'd be glad to answer all of these questions! Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Hi. Are you still doing your invest club?
valuable information. Thank you for sharing.
Glad you find the content valuable!
So if a hedge fund has 100 investors, it triggers the need to register as an RIA, so does that mean that the hedge fund will have to act as a fiduciary for all 100 investors. Will that mean that the fund can no longer do high risk activities such as daytrading, options, and Index futures like eminis? Is high risk trading like this ok to do as a fiduciary as long as the client approves this and understands the higher risk being taken when trading with full discretion?
Section 3c1 of the Investment Company Act governs such funds. Call me at +1.801.787.9072 and I'd be glad to discuss the particulars with you.
Thanks I was thinking of starting my own
Let us know if you'd like to have a conversation exploring this further.
Very interesting. Thank you for this great video
I am a financial analyst and considering starting a private investment fund. People who are impressed with my personal portfolio growth are interested in copying me or hiring me to run their portfolios. But I don't want to get into all of that. Can I just create a Securities investment LLC or LLP that allows people to buy in to become members and leave the management to me? I want to avoid any scenario that involves members participating in stock selections.
Thanks for your question. A 3c1 private investment company structured as an LP that you manage and control as the GP (investors are LPs with no voting control) may be the way to go. I’d be glad to chat with you directly about the details of how it may work given your specific objectives in a free introductory call if you want to schedule a time on my calendar at mangumlaw.setmore.com/beta or shoot me an email at darin@mangumlaw.net?
Thanks. Great information
Many thanks 🥰😊
What state are you in? I need help starting an impact investing fund.
My main office is in Puerto Rico but practice nationwide and internationally. Glad to help you with your fund. Shoot me an email at darin@mangumlaw.net or use this calendar link to schedule a time to chat (a free introductory Q&A call): booking.setmore.com/scheduleappointment/e27c99a7-1f85-4c3e-a783-1e574a9da39a
I have a few friends that want to start an investment fund or a private equity and we are not sure which way to go. Can you help us decide which way to go.
Yes sir! Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Very, very helpful. Thank you!
Glad it was helpful!
Is there a way to setup a small investment fund (or group) with non-accredited investors and one person managing it without a series 7 or 65? Thanks in advance
You'd likely want to set up a private investment company like a 3c1 and operate pursuant to available exemptions from registration. We can help you with this.
What are the advantages of setting up a private 3c1?
@@mangumlaw I am completely new to investing. However, I would like to establish a small private investment company that doesn't require a series 7 or any other level license.
@@tyronsteele yes, we can help you with this. Feel free to schedule a call with me using this link: mangumlaw.setmore.com and we can discuss your particular objectives. Or shoot me an email to darin@mangumlaw.net. Thank you!
I'm a profitable retail trader but how can I raise capital to grow my trading business?
Thanks.
Hi Daniel. You'd need to set up a 3c1 private investment fund (which we can help you with, of course) to pool capital from LP investors, whereupon you can then execute your trading strategy on behalf of the fund as the fund's general partner (GP). Does that help?
Hey. I'm in Ontario Canada. Looking to start an investment fund. Could you help me? Do you have an outline for everything I would need to prepare? Thanks again in advance
Yes, please contact colby@mangumlaw.net and she can send you all the details, all for one reasonable flat-rate fixed fee. We can get you prepped with your own private investment fund in about 30 days or less. Thank you for watching our content!
@@mangumlaw Hi Darin. I just emailed Colby. Thanks again.
Super off topic, but curious on your take with SEC vs Ripple.
I've made a few UA-cam videos expressing my opinion on this ongoing lawsuit, but I believe the SEC has the upper hand when it comes to the legal arguments presented.
How I start my own Ark Invest???
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Thank you.
You're welcome!
i would love to partner with you in order to successfully launch our investment group
Starting one just need insight
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Great content. Thanks.
Thanks, Jake! :-)
Hello,
Is it better to set up an LLC or use my personal when investing in a LP project (syndication fund)?
Thank you!
LLC is much better as it protects you from personal liabilities. You can also use that to value your overall investment portfolio through an LLC.
It depends. Call me to discuss if you can?
I want to set up an investment company. I want it registered in the united States and I want it to grow big and I wish to have as many investors from around the world. What do I do to make it approved and verified understand the united states government?
Thanks in advance
We'd likely set you up as a private investment company under Section 3(c)(1) of the Investment Company Act of 1940, as amended. Contact my team at colby@mangumlaw.net and we'll set up a Zoom call to discuss. Glad to help answer your questions and looking forward to helping you. Thanks for watching our channel!
Hi, I was curious if instead of customer they are recognized as donators. That would exept the 99 customer rule and provide a nice tax break. Is this illegal?
Hi so I've got kind of a ridiculous but honest inquiry, lets say I have a million dollars and rather than trading in a regular account and paying income tax on the gains I decide to instead start a mutual fund of which I'm also the manager...and I personally put up all of the investment myself, hence I'd own all the shares. Then once a year I just sell some of the shares back to the fund at a profit with those gains being a long term capital gain for which I owe little or no tax...which is the point. Then eventually once the fund has bought back all of my shares, it simply opts to liquidate and dissolve NAV to whoever owns the equity...which is also me since I started the fund. Hence I would owe capital gains on all of the proceeds there but which of course is still a lot less than otherwise...at that point I could possibly just start a new fund, put up all the investment again like before and repeat.
Your thoughts?
We'd need to chat about the details. Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Thanks Darin, what about starting financial trading fund? (Forex, futures etc..) thanks for you content, just found you!
Yes, these rules apply generally to just about any private "3c1" investment company.
Hi Mr. Mangum,
Iwant to have an investment fund. How can you help me please?
I would love to help you. Please contact me by phone or email. I look forward to hearing from you.
Hello Mister, I just form a corporation. I want to operate as a hedge fund trading in Crypto and Forex Markets. I want to know what licenses or certificates are required to not get in trouble with any institutions or the SCC in the long run?
Thanks and look forward to the answer
Glad to help! Please contact me at darin@mangumlaw.net to discuss your particular objectives.
Hello, how could I contact you about advising me and my team to help set up for LLC firm for a hedge fund.
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Hey Darin - I have a question related to this. Do you have an email I can use to reach out?
Yes sir. Please feel free to email me at darin@mangumlaw.net or reach out to my liaison, Bryson Blaylock, at bryson@mangumlaw.net to schedule a time to chat. Thank you! :-)
Please schedule an appointment with me here: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or you can contact colby@mangumlaw.net so set up a time. Thank you!
Darin, do you have experience setting up the PPM for agriculture investments
Hi John. Yes sir. Over the past 21 years I've helped dozens of farm-based projects get set up for capital investment. Do you want to schedule a call to discuss your particular agriculture project?
@@mangumlaw i do. 6039976786
Nice informative video sir. One question. Do you take clients who's interested in opening up a S or C Corporation? I'm interested in opening up a restaurant business sometime next year... Thanks
Yes sir. Let's schedule a call and talk about it whenever you're ready.
I would like to connect to see if you are able to help me. Interested in a fund
Yes, you can schedule a call with me at this link: mangumlaw.setmore.com/ (NOTE: Unless otherwise noted, all times are U.S. Mountain Time Zone) or contact colby@mangumlaw.net who can help schedule a time to chat. Thank you!
What kind of license is needed?
Also, I have been investing for years. Would it be possible to create a private fund, even if it's just for my wife and myself? If so, would it be recommended?
Thank you!
Yes, a private fund is possible, but probably overkill if you're just investing on behalf of yourself and your family household. If you're expanding beyond that threshold, then we can certainly help you!
Just open an LLC to buy stocks with if you want it separate from personal accounts
@@dallaslucy If a person (A) owns an LLC 100% or partially, can another person (B) who was awarded personal judgment against the person (A) force-sell the person (A)'s LLC shares OR put a lien on profit/dividend distributions from the LLC?
Great video Darin. Can you help me understand better. For example, if I formed an llc in California “little billy investments LLC” as a private investment fund. Company would only invest in stocks. Would I be able to do this and have any clients? Do you have to have credentials? Does a business degree suffice? I am very confused on the rules after you form the private investment fund. Could you form one and just manage your own money and maybe have 5 clients who invest 100k each? In that scenario you don’t need to register with SeC and have series exams etc right? Thank you sid
Sir*
Thanks for your comments and feedback, Sid. Glad you found the video helpful. Yes, we'd be able to help you set up a private "3c1" investment fund where you would not need to have a securities license. I'd be glad to discuss it in more detail with you. Here's a link to my calendar to schedule a convenient time to chat: mangumlaw.setmore.com/ Thanks again, and talk soon, -- Darin
@@mangumlaw hi Darin, thanks for the reply. I’m the scenario above. What would be the difference between going with an LLC or an S Corp (Inc.). Does it make any difference? Does it provide better business expansion opportunities? Can this fund act as a holding company in the future if a business opportunity arises?
@@harrymaguire7005 the entity type can be either a corporation or an LLC and can act as a holding company. However, please contact me to discuss details. See www.mangumlaw.net or call +1.877.343.3103 thank you.
Greetings Darin, I was thinking about starting a Cryptocurrency fund, Im under the EU jurisdiction.
Any advice would be much appreciated. Thank you :)
Glad to help you with that. Please reach out to us at www.mangumlaw.net. Thank you for watching! :-)
Manage your OWN investments first. If you can somehow deliver returns in excess of 30% per year, for 6 consecutive years, then go ahead and start up an investment fund. If not, then don't even bother.
Hi are you limited to where you help people we are in Africa Namibia 🇳🇦 to be exact please provide an email to corresponde
Hi Absai. We help clients worldwide. You're welcome to email me directly at darin@mangumlaw.net. Thank you.
Great content ! Thanks