You are choosing a manager route
The fund vehicle and the entity making investment decisions need to be considered together.
Operate With Confidence
Your fund's strategy and operating model come before the application. Work through what the manager will do, what the fund will hold and how it will serve investors.
At a glance
Fund sponsors and managers considering ADGM for a crypto or Web3 investment strategy.
What it can cover
01 · Check the fit
The fund vehicle and the entity making investment decisions need to be considered together.
Custody, trading, valuation and liquidity arrangements need to reflect the proposed investments.
New assets or activities may need review before the fund documents or application are updated.
02 · What we can help with
Define the manager, fund, adviser and service-provider roles around your strategy.
Examine token exposure, custody, valuation, liquidity and investor terms as inputs to the licensing analysis.
Identify the legal documents, governance arrangements and specialist inputs needed for the proposed route.
03 · How to get started
Start with what you have. These details help frame the first discussion.
Send the basics
Then define the scope
Any proposed permission or investment strategy needs current ADGM/FSRA review. A published case is not approval for another fund.
Get Expert Advice04 · Common questions
The fund vehicle and the manager's activities need separate attention. This service focuses on the proposed ADGM manager and its operating model.
The proposed mix needs to be assessed against the manager's permissions, fund terms and operating arrangements. It should not be assumed from the fund label.
Start with the fund-formation comparison. The manager's location, investor base and investment strategy are inputs to that decision.
Share the strategy, target investors and the role you want the ADGM manager to perform.
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