Skip the $50K
learning curve.
Strategic guidance for emerging managers ready to go from personal trading to managing outside capital from someone who's done it many times over.
The Problem
Launching a fund shouldn't cost you six figures before you even start.
Lawyers charge $25K–$75K
Full legal fund formation is expensive and intimidating. Most of that cost covers decisions you could make before walking in the door.
Platforms create lock-in
Turnkey solutions are convenient, but they lock you into their ecosystem. You lose flexibility before you've even started.
Courses are generic
Online programs teach theory, not execution. You need someone who's navigated the maze — not someone who drew a map from the outside.
I've set up multiple funds across digital assets and traditional strategies — navigating every structure, vendor decision, and regulatory requirement along the way. This isn't legal advice or a course. It's hands-on guidance from zero to one: helping you stand up your fund, budget properly, and connect with the right people so you're not wasting time or money. We're cheaper than a lawyer and we get you rolling ASAP.
Structure & Strategy
506(b) vs 506(c), LP/GP formation, international vs domestic, tax-efficient placements — we'll work through every structural decision together.
Vendor Connections
Fund admin, legal counsel, auditors, prime brokers. I've vetted them all. I'll connect you with the right people so you skip the time-wasters.
Budgeting & Planning
Realistic cost projections, timeline management, legal considerations by locale — everything you need to plan properly before you spend.
Zero to Launch
Trading considerations, asset selection, compliance setup, LP pitch materials. Full handholding from idea to first capital.
Three ways to work together.
Strategy Session
1 hourA focused deep dive on your fund concept. You'll leave with a structure recommendation, vendor shortlist, timeline, and clear next steps.
- Fund structure recommendation
- 506(b) vs 506(c) decision
- Vendor selection guidance
- Budget & timeline estimation
- Immediate action items
Go-to-Market Package
4 weeksFrom zero to launch-ready. I'll guide you through every decision, introduce you to vetted service providers, and project-manage your entire fund formation.
- Everything in Strategy Session
- Vendor introductions & negotiation
- Offering document guidance
- Operational setup & compliance
- Fund economics modeling
- LP pitch prep & fundraising strategy
- Ongoing support throughout launch
Strategic Partner
HourlyFor managers who need continued guidance post-launch or ad hoc support. Flexible, on-demand advisory as you scale and evolve your fund.
- On-demand advisory calls
- Operational troubleshooting
- Vendor relationship support
- Strategic planning sessions
- Investor relations guidance
You know how to invest.
Now learn how to launch.
Crypto Traders Going OPM
Most CommonYou've been profitable. Friends are asking you to manage their money. You need to know how to do this legally.
Former Institutional PMs
High FitYou left the fund. You know the investing — now you need to know the operations of running your own shop.
Real Estate Syndicators
GrowingYou understand syndication. You need to understand 506(b) vs 506(c), accreditation verification, and fund structures.
Crypto Teams Seeking LPs
EmergingVCs won't talk to you without a real fund structure. We'll get you institutional-ready.
A better way to launch.
See how we compare to the alternatives.
A Practitioner, Not a Theorist.
- President & Co-Founder, Block 3 Strategy Group
- Former Chief Investment Officer at (SEC-registered RIA with $650M+ in digital AUM)
- Launched four hedge funds raising $300M ; generated $5M+ in total annual revenue
- Managed $65M book of business generating $1M+ annual fees
- Originated $30M+ in crypto-backed loans ; scaled onboarding for 1,100+ HNW clients
- 10+ years in fintech and crypto; former Big 4 (KPMG) in treasury integrations
- Strategic consulting clients: Nike, PayPal, HSBC, MUFG
- Loyola Marymount University (MBA; Finance)
- Boston University (BA; Economics)
- FINRA Series 65 (Investment Advisor Representative)
- Author: "Warren Buffett in a Web3 World: Applying 60 Years of Sage Advice to Cryptocurrency, NFTs, Blockchains and More."
Newsletter BitFinance serves 19,000+ subscribers applying traditional investment principles to cryptocurrency markets.
Ready to launch?
Book a strategy session and leave with a clear structure, vendor shortlist, and action plan. No fluff, no upsell — just answers.