Community member referral (confidential)
Wealthtech company looking for Private Equity-focused Counsel.
I want to understand what legal setup might make sense for Zlato.
Current plan:
Zlato Finance has the option of becoming an Exempt Reporting Advisor (ERA), a Registered Investment Advisor (RIA), or a Broker Dealer (BD). To increase speed-to-market, we will start off as an ERA and operate on a Fund of Funds model. Said differently, we will set up as a C Corp (and maybe have an LLC under it?) and spin up 3(c)(1) funds for each private equity investment opportunity that we offer.
%20(1)%20(4).jpg)
%20(3).png)
%20(5).png)
%20(4).png)
.png)
.png)
.png)
.png)
-p-500.png)
.svg)
_f5f14693-45ea-414a-9647-3ecce1d55d84.jpeg)
