Acxtus Fund Advisory
More than
the numbers.
Welcome to Acxtus Fund Advisory, your one-stop-shop for comprehensive fund formation services tailored to your unique investment goals.
10+
Years Experience
100%
Client Focused
500+
Funds Advised
Why Choose Us
Why Choose Acxtus Fund Advisory?
At Acxtus, we understand that each client's needs are unique. That's why we offer customized fund formation solutions to meet your specific investment goals and objectives. We are committed to providing exceptional service and pride ourselves on attention to detail and delivering timely, accurate results.
Our team of experts has extensive experience in fund formation, legal and regulatory compliance, and fund administration. Whether you are a seasoned investment manager or a first-time fund manager, we have the expertise to help you successfully launch and manage your investment fund.
Legal & Compliance Expertise
Comprehensive guidance on regulatory requirements, fund structuring, and offering documents preparation.
Customized Fund Solutions
Tailored strategies for hedge funds, private equity, real estate, and alternative investment vehicles.
Dedicated Client Relations
Best-in-class investor communications, reporting, and relationship management services.
Private Fund Structures
Private fund structures offer an effective way for small businesses to raise more capital without going public. Private funds are investment vehicles not publicly traded, available only to a select group of investors.
Access to
more capital
Substantial capital to support high-growth businesses with unique value propositions and strong management teams.
Professional
expertise
Top-tier professional talent — experienced executives and industry experts who bring valuable insight and strategic direction.
Structured
growth
Clear performance metrics ensuring businesses stay on track and consistently reach their growth objectives.
Access to
networks
Strong industry networks with key players to secure financing and open new distribution channels.
Risk
mitigation
Guidance in legal compliance, financial reporting, and risk management for long-term success.
Steps to Set Up a Fund
Determine the investment strategy including the target market, property types, and potential returns the fund aims to generate.
Create a comprehensive business plan outlining objectives, goals, target investors, capital raising efforts, and timeline for deployment of capital.
Form a legal entity such as an LLC to act as the fund's general partner or sponsor, managing the fund and directing its activities.
Prepare a PPM outlining terms and conditions including potential risks, expected returns, and fee structures.
Begin the capital raising process by soliciting potential investors — institutional investors, high net worth individuals, or family offices.
Once the fund has raised capital, begin to acquire real estate assets aligned with the fund's investment strategy and target returns.
Actively manage properties and oversee asset management activities such as leasing, rent collection, and maintenance.
Distribute investment returns to investors based on the terms outlined in the private placement memorandum.
At the end of the fund's tenure, assets are sold and the fund is liquidated, returning capital to investors.
Fund Formation Services
Formation of Investment Funds
We specialize in forming investment funds, including hedge funds, private equity funds, real estate funds, and other alternative investment funds. We work with you to develop a customized fund structure that meets your unique investment goals.
Report Distribution
Our team of experienced professionals provides best-in-class investor relations services, including management of investor communications, coordination of investor meetings, and provision of timely and accurate investor reporting.
Robust Waterfall Calculation Workflow
Our team of legal experts provides advice on fund structuring, regulatory compliance, and preparation of offering documents including private placement memoranda, subscription agreements, and operating agreements.
Events Planning
Acxtus Fund Advisory identifies target audience, promotes events, organizes and executes activities designed to raise awareness and generate interest in your organization. The primary goal is to attract the target audience, engage them effectively, and ultimately drive conversions or sales.
Report Generation
We provide comprehensive fund administration and management services, including accounting, financial reporting, and investor relations. We work with clients to ensure smooth fund operation and provide timely and accurate reporting to investors.
Our Team
Michael Fugler, Esq.
Of CounselMichael brings deep expertise in securities law and private fund formation to Acxtus Fund Advisors. As Of Counsel, he advises on fund structuring, regulatory compliance, and the preparation of offering documents including private placement memoranda and subscription agreements, helping clients navigate complex legal frameworks with confidence.
Derick Ingling
AssociateDerick is an Associate at Acxtus Fund Advisors, supporting fund formation and advisory engagements, including the launch of an affiliated private equity fund. His work spans deal flow review, due diligence, and investment operations, with extensive prior experience in fund accounting and private fund administration across hedge funds, private equity, and alternative investment vehicles.
Resources
Supercharge Your Small Business Growth with Private Equity Structures
Unlock the secrets to accelerated growth and strategic expansion with our latest white paper: "Private Equity Structures to Grow Small Business."
Discover how private equity can revolutionize your business's trajectory by providing access to vital capital, expertise, and resources. Our white paper offers valuable insights and practical guidance on leveraging private equity to fuel growth, optimize performance, and navigate the dynamic business landscape.
Private Equity Structures to Grow Small Business
Comprehensive guide covering fund formation strategies, capital access, and growth frameworks for small to mid-size businesses.
Download White Paper
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