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.
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