The Exempt Hedge Fund
Start-Up Kit

 


MIRAMAR RESEARCH GROUP
San Diego, CA
619-583-6520

Dear Fellow Trader,

Thank you for your interest regarding the Exempt Hedge Fund Start-Up Kit from MIRAMAR RESEARCH.

We have provided for your review some basic but essential information on Exempt Hedge Fund's in general. I have also illustrated specific benefits and what you get with the Start-Up Kit, available to you through MIRAMAR RESEARCH.

We at MIRAMAR RESEARCH have many years experience in the market related industries. This experience ranges from actual "on the floor trading" to hands on experience with major brokerage firms. We know the "start-up" obstacles and hurdles faced when operating an Exempt Hedge Fund as well as the ongoing duties required, because we have actually been there.

Once you have established and funded your Exempt Hedge Fund your work is not finished. However, our Start-Up Kit provides you with tools to make your ongoing job a whole lot easier. We provide you with instructions, ledgers, forms and software-templates, and portfolio accounting to dovetail and simplify your new ongoing accounting and reporting responsibilities. In addition, we provide you with limited backup support to help get you going.

The Start-Up Kit was developed by experienced professionals for actual exempt hedge fund operators . We have spent hundreds of additional hours in preparation, and attention to detail to package the Start-Up Kit for you, so that you can spend your time more effectively and efficiently. We at MIRAMAR RESEARCH are proud to offer you this comprehensive and turnkey Exempt Hedge Fund Start-Up Kit.

Please shop around, and you will find you can pay a lot more and get a lot less. We encourage you to check your alternatives then go with the best available. I am highly confident that you will find the Exempt Hedge Fund Start-Up Kit from MIRAMAR RESEARCH is the most comprehensive and cost effective alternative available to you today.

Thank you very much for your interest.

Sincerely,

Terrence M. Broderick
President


SECTION 2

The Exempt Hedge Fund Start-Up Kit

from MIRAMAR RESEARCH GROUP

Dear fellow commodity enthusiast, why an Exempt Hedge Fund ?

While trading risk is not eliminated - an exempt Hedge Fund is an excellent vehicle in which to conduct trading activity with limited funds. The Exempt Fund Operator/Trader, as well as the investor, can benefit from participation in an exempt Hedge Fund.

Basic elements of an Exempt Hedge Fund

  1. No more than 99 investors per Fund (over and you have to register as an Investment Co).
  2. Maximum contributions* = $5,000,000 for a Reg D 505, and unlimited $$$ for a 506.
  3. Preferred structure of Fund = Limited Partnership
    * Differences between Reg D 505 and 506 relate mainly to $$$ size and investor suitability.

The Benefits as a Trading Vehicle:

For the investor and the Fund manager the primary benefits of an Exempt Hedge Fund relate to greater efficiency in fundamental portfolio money/risk management.

The Exempt Fund Operator /Trader / Investor:
The typical aggressive investor /trader seeking more aggressive returns, enters the markets with minimal funds $5,000 - $20,000. A typical move in many highly leveraged markets can be as much as $1,000 or more in a single day (depending on position size). This may represent as much as 5% to 50% drawdown potential (depending on account size) on just one trade. This drawdown and risk exposure can be devastating to the novice investor/trader as well as the more experienced trader.

Research shows that Money Managers and Professional Commodity Trading Advisor's managing millions in public and institutional funds prefer to reduce their risk per trade to as little as 1% to 3% or less of total equity . With the risk exposure per trade as high potentially as 5% to 20% on smaller highly leveraged account sizes, the odds are immediately stacked against the undercapitalized trader. This is why so many people lose in the markets, even with a sound trading system. Most experts agree that risk management is the number #1 priority in achieving superior trading performance.

By putting those same aggressive investor or trading funds into a "$1,000,000 - plus" Exempt Hedge Fund, the depth of capital is much greater. More non-correlated trades can be entered into simultaneously. The aggressive trader/investor not only benefits from average per trade risk reduction on a per dollar invested basis (as a percentage of total assets), but this reduction is further enhanced by the ability to diversify significantly into different markets and/or different strategies, ultimately smoothing total portfolio volatility . The list is long of traders who have had to walk away from potential success because of a lack of adequate capital to effectively trade a promising strategy.

Last but not least is the fact that the investor is a limited partner and his/her liability is limited to the amount individually invested into the Fund. We will show you how to structure your Fund to attract more investors as well as how to receive Individual Retirement Account (IRA) Funds into your Fund.

The Broker:
The broker, as an exempt Fund operator and general partner , has the ability to maintain an account with greater depth of capital, staying power, and chance for success. The broker becomes more involved with the performance (as measured against other benchmark indices) and as a result adapts a deeper sense of accountability and responsibility. The broker, who benefits for the reasons stated above also benefits (for these same reasons) from individual clients operating their own exempt Fund vs. a smaller individual trading account which is less likely to succeed.

Miramar Research
At Miramar Research we believe that an Exempt Hedge Fund is good for the investor, good for the trader, good for the clearing firm (fewer margin calls), and last but not least, good for the industry!

We have gone to great lengths to prepare a comprehensive Exempt Hedge Fund Start-Up Kit so that you can proceed with establishing your Fund immediately.

The Exempt Hedge Fund Start-Up Kit includes tools to help you develop, promote, and maintain your own Exempt Hedge Fund. These tools were created as a result of hundreds of hours of hands-on practical experience.

On the following page is a list of the contents of the actual Start-Up Kit, that will enable you to get started on your Exempt Hedge Fund immediately. The only thing left is initiative and follow-through on your part.

If you would like information on how to proceed or have any questions please call  800-560-6900.

ORDER YOUR KIT TODAY: Save $$$ by ordering your Exempt Hedge Fund Start-Up Kit today and we will also send you free of charge " the Global Professional Investor/Trader Portfolio Management and Accounting System ".


See details on the order form enclosed.

Thank you!

Mramar Research

Please note: This material is provided for the purposes of a start-up kit only. Miramar Research does not provide Legal or Accounting advice, the Start-Up Kit is not intended nor does it purport to constitute Legal or Accounting advice. This material is not to be construed as an offer to buy or sell any commodity or securities as mentioned herein. The risk of substantial loss exist in trading securities, futures, and options . Trading securities, futures, and options are for people who can afford this risk. Additional information and risk disclosure is recommended to any potential participants.


SECTION 3

Benefits of an Exempt Hedge Fund Start-Up Kit  from MIRAMAR RESEARCH

Included In Your Kit
Legal considerations *
Copy of actual SEC Reg D code * CFTC Regulatory Code for Pools and CTA's
Instructions and ongoing responsibilities * Completion checklist
Generic "Limited Partnership and Subscription Agreements"
(special language qualifies for certain IRA funds) *
Generic brochure sample and template *
SEC filing requirements and appropriate forms for filing ***
(NFA/CFTC exempt form also provided for 15 investors and $200,000 or less)
Prospects and subscription log * Quarters-end and year-end duties*
Checking account ledger * Additions and withdraw log * General fund ledger *
Option Ticket, Order Ticket, and Buy/Sell Trade Card templates on MS.PUB *
How to use IRA funds in your exempt Hedge Fund
Questions and answers

Global Professional Investor - Portfolio Management and Accounting System
(Stand alone accounting system designed specifically for portfolio management and accounting)

* All marked items are provided on diskette in template form for custom editing as needed.
*** Please note that in addition to Federal filing requirements, each State has their own State exempt securities registration requirements and Limited Partnership filings of required forms. Fees and requirements vary from State to State and are at the expense and responsibility of the Exempt Fund Operator.


SECTION 4

The Exempt Hedge Fund Start-Up Kit

Licensing Price Structure
Single User Licensed Packages

ORDER YOU KIT TODAY AND TAKE ADVANTAGE OF OUR

SPECIAL TIME-LIMITED OFFER

SAVE 35% Special-Introductory "Limited -Time Offer" saves you over a thousand dollars ($1,000) off the retail price of one Exempt Hedge Fund  Start Up Kit plus:   FREE Global Investor - Portfolio Management and Accounting System
( Sold separately for $495 ) all for $2,950.

 


Standard - One time "Registered Licensed User"
The Exempt Hedge Fund Start-Up Kit                                            
#- HDG101                                                                                                              $   995

Optional Software
"Techserves Global Professional Investor"                                              
# TSG- 102
                                                                                                           $        495
Portfolio Management and Accounting System - $495.00 Separate stand -alone portfolio accounting system designed specifically for trading in the financial markets.

Combination Package
"Hedge Fund Start-Up Kit" COMBO -                                                            

#- HDG103
                                                                                                              $     1,450
All the components of the Real Estate Syndicate Start-Up Kit described above, plus the Real Estate Investment Analysis Software System .

 


 

HOW TO ORDER

By Phone: To place an order please call the number below and indicate the Start-Up Kit User Package you are purchasing along with any optional accessory programs you would like to purchase.


Order Online: If you would like to place your order online we will pay for shipping free.
Enter Online Storefront and checkout line


We accept VISA and MASTER CARD as well as AMERICAN EXPRESS.


Upon receipt of your order, allow 5 working days for shipment from our office. All orders will be sent out via std. U.S. Book rate which should take approx. one week unless other arrangement are made such as the following.


Upon receipt of your order, allow 5 working days for shipment from our office. All orders will be sent out via std. U.S. Book rate which should take approx. one week unless other arrangement are made such as the following.



If you have any questions please call: 619-583-6520


Return to the Miramar Research Group Homepage

Hit Counter