Hedge Funds: Capital Introduction Program

A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction and risk management techniques in an attempt to improve performance, such as short selling, leverage, and derivatives.

A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction and risk management techniques in an attempt to improve performance, such as short selling, leverage, and derivatives.

Overview

Accredited investors as defined in Rule 501 of Regulation D of the U.S. Securities and Exchange Commission (SEC) can apply for our Capital Introduction Program (CIP), where we help identify specific hedge funds for which they may be suitable. Contact your investment management team to learn more.

Strategies

If you are already a CIP client, login below to view funds with the following strategies.

Strategy
Concentrated Global Moat Strategy
Concentrated global special situations
Concentrated Long w/ Selective Shorting
Concentrated Microcap/Special Situations
Consistent Returns- 90%+ positive months
Deep Value long/short
Delta neutral option strategy
Event Driven, Special Situations Equity
Event-Based Relative Value Long Bias
Focused equity, financial sector
Foreign Exchange Statistical Arbitrage
Fundamental Long / Short Equity
Global Macro
Global multi-asset, multi-strategy.
Hedged Long/Short Volatility Strategy
Index Volatility Fund
Long Bias
Long only
Long only value with low turnover
Long term quality cash flow companies
Long Value Dividend Equities, Options
Long-biased undervalued equities
Long-biased, equity-focused
Long-biased, fundamental, growth
Long-term, value-oriented thematic fund
Long, distressed and high growth
Long/bias, low turnover 75-125% net-long
Long/Short
Long/short but only slightly short.
Long/Short Equity
Long/Short Equity Financial Sector
Long/Short equity with long bias
Long/short microcap & macro
Market Neutral Strategies
Mostly-long, concentrated, value
Multi Strategy
Multi-asset class discount investing
Multi-Strategy Equity Hedge
Options on S&P 500 Index
Primarily Long, strategic short/options
Public equity long/short fund
Quantitative absolute returns strategies
Strategically long/short volatility
Systematic Macro (trendfollowing)
Value investing and special situations

Benefits

  • A retirement savings plan that allows an individual to contribute earnings until they are withdrawn.
  • Contributions are subject to annual limits depending on the age of the account owner and may or may not be deductible depending on the individual’s circumstances.
  • Earnings accumulate tax deferred until distributed to you at which time the earnings are subject to tax upon withdrawal.
  • A spouse may contribute to a separate account subject to the same limits.
  • Withdrawals made prior to age 59½ are subject to a 10% penalty unless certain special circumstances apply.
  • Distributions must begin by the account owner’s required beginning date (RBD), which is April 1 following the year that the account owner reaches age 70½.
  • Once the account owner reaches age 70½, he or she must withdraw at least a minimum amount called an annual Required Minimum Distribution (RMD).
  • If an account owner fails to withdraw the full amount of the RMD annually, or fails to withdraw the RMD, there is a 50% tax penalty that may be imposed by the IRS on the amount not withdrawn.

Minimum Investment

Account Minimum:

  • $250,000 U.S.
  • Some funds may have higher minimums

Next Steps

Please schedule some time to discuss the Capital Introduction Program.

Overview

Accredited investors as defined in Rule 501 of Regulation D of the U.S. Securities and Exchange Commission (SEC) can apply for our Capital Introduction Program (CIP), where we help identify specific hedge funds for which they may be suitable. Contact your investment management team to learn more.

Strategies

If you are already a CIP client, login below to view funds with the following strategies.

Strategy
Concentrated Global Moat Strategy
Concentrated global special situations
Concentrated Long w/ Selective Shorting
Concentrated Microcap/Special Situations
Consistent Returns- 90%+ positive months
Deep Value long/short
Delta neutral option strategy
Event Driven, Special Situations Equity
Event-Based Relative Value Long Bias
Focused equity, financial sector
Foreign Exchange Statistical Arbitrage
Fundamental Long / Short Equity
Global Macro
Global multi-asset, multi-strategy.
Hedged Long/Short Volatility Strategy
Index Volatility Fund
Long Bias
Long only
Long only value with low turnover
Long term quality cash flow companies
Long Value Dividend Equities, Options
Long-biased undervalued equities
Long-biased, equity-focused
Long-biased, fundamental, growth
Long-term, value-oriented thematic fund
Long, distressed and high growth
Long/bias, low turnover 75-125% net-long
Long/Short
Long/short but only slightly short.
Long/Short Equity
Long/Short Equity Financial Sector
Long/Short equity with long bias
Long/short microcap & macro
Market Neutral Strategies
Mostly-long, concentrated, value
Multi Strategy
Multi-asset class discount investing
Multi-Strategy Equity Hedge
Options on S&P 500 Index
Primarily Long, strategic short/options
Public equity long/short fund
Quantitative absolute returns strategies
Strategically long/short volatility
Systematic Macro (trendfollowing)
Value investing and special situations

Education Savings Accounts

Account Minimum:

  • $250,000 U.S.
  • Some funds may have higher minimums

Benefits

Tax advantages

  • Earnings grow tax-deferred
  • Distributions are tax-free
  • Gift and estate tax benefits

Next Steps

Please schedule some time to discuss the Capital Introduction Program.
Overview

Overview

Accredited investors as defined in Rule 501 of Regulation D of the U.S. Securities and Exchange Commission (SEC) can apply for our Capital Introduction Program (CIP), where we help identify specific hedge funds for which they may be suitable. Contact your investment management team to learn more.
Strategies

Strategies

If you are already a CIP client, login below to view funds with the following strategies.

Strategy
Concentrated Global Moat Strategy
Concentrated global special situations
Concentrated Long w/ Selective Shorting
Concentrated Microcap/Special Situations
Consistent Returns- 90%+ positive months
Deep Value long/short
Delta neutral option strategy
Event Driven, Special Situations Equity
Event-Based Relative Value Long Bias
Focused equity, financial sector
Foreign Exchange Statistical Arbitrage
Fundamental Long / Short Equity
Global Macro
Global multi-asset, multi-strategy.
Hedged Long/Short Volatility Strategy
Index Volatility Fund
Long Bias
Long only
Long only value with low turnover
Long term quality cash flow companies
Long Value Dividend Equities, Options
Long-biased undervalued equities
Long-biased, equity-focused
Long-biased, fundamental, growth
Long-term, value-oriented thematic fund
Long, distressed and high growth
Long/bias, low turnover 75-125% net-long
Long/Short
Long/short but only slightly short.
Long/Short Equity
Long/Short Equity Financial Sector
Long/Short equity with long bias
Long/short microcap & macro
Market Neutral Strategies
Mostly-long, concentrated, value
Multi Strategy
Multi-asset class discount investing
Multi-Strategy Equity Hedge
Options on S&P 500 Index
Primarily Long, strategic short/options
Public equity long/short fund
Quantitative absolute returns strategies
Strategically long/short volatility
Systematic Macro (trendfollowing)
Value investing and special situations
Minimum Investment

Education Savings Accounts

Account Minimum:

  • $250,000 U.S.
  • Some funds may have higher minimums

Benefits

Benefits

Tax advantages

  • Earnings grow tax-deferred
  • Distributions are tax-free
  • Gift and estate tax benefits

Next Steps

Next Steps

Please schedule some time to discuss the Capital Introduction Program.

Galleon IRA

The Galleon IRA helps you save and invest for retirement with the help of a dedicated financial adviser. You get access to our broad range of investment options, exceptional service, and investment guidance–with professional advice that is tailored to your specific financial and lifestyle goals and objectives.

Retirement Services

Our retirement services include debt, budget & risk management, expense monitoring, estate planning, and comprehensive investment management.

Retirement Solutions

Our approach takes the stress out of planning for retirement. Learn how our retirement strategies helped others to live life on their terms.

Retirement Planning

Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to …

Life Events

Whether you’re getting married, having a baby, saving for college, reaching retirement, reaching a major milestone, or going through a major life event, you need to plan for it. Galleon Financial Planning works closely with each client to develop a plan that makes sense.

NAVI GA TE

A weekly email from Global Advisers about economic and political trends shaping markets, industries, and the global economy.