Fund Services

Raising or managing funds that involve US investors? We provide compliance support for overseas funds entering or operating within the US ecosystem.

From registration exemptions and SEC filings to preparing K-1s for investors — we ensure you stay aligned with US regulatory standards, avoid penalties, and build investor trust.

SCOPE:

  • Advisory on SEC registration/exemption (Reg D, Reg S, etc.)
  • Blue Sky filings for relevant US states
  • Preparation and filing of Schedule K-1s for fund investors
  • Coordination with US-based CPAs, fund admins, and legal teams

Did You Know?

Filing K-1s incorrectly or late can delay investor filings and even lead to penalties or loss of investor confidence.
Schedule a Fund Compliance Call