Recent Content by JVM

  1. trading firm startup

    The three routes have pluses and minuses. Trading company - this is probably the easiest to set up as you aren't trading public money...
    Post by: JVM, Jan 24, 2012 in forum: Professional Trading

  2. Accounting / Admin Solution for small SMAs

    Our firm provides operational and accounting support to trading firms, investment advisors and hedge funds. I would welcome the opportunity to...
    Post by: JVM, Nov 22, 2006 in forum: Professional Trading

  3. I Want to Start a Signal Selling Website

    Here's a ruling from the SEC regarding providing advice over the internet: http://sec.gov/rules/final/ia-2091.htm
    Post by: JVM, Nov 21, 2006 in forum: Professional Trading

  4. Tax - Do US funds invest directly in non-US funds?

    From my experience, the offering regulations are not overly burdensome but I believe they can become complex depending on particular situations.
    Post by: JVM, Nov 16, 2006 in forum: Taxes and Accounting

  5. Tax - Do US funds invest directly in non-US funds?

    There's really no reason to allow US Tax Exempts into a non-US fund unless that fund uses debt and generates UBTI which creates a tax liability...
    Post by: JVM, Nov 16, 2006 in forum: Taxes and Accounting

  6. Tax - Do US funds invest directly in non-US funds?

    So the tax-exempt investors which want to invest in Hedge Funds have to invest OFFSHORE, and not in US funds. What does that mean for the...
    Post by: JVM, Nov 16, 2006 in forum: Taxes and Accounting

  7. Tax - Do US funds invest directly in non-US funds?

    You could structure either a US LLC/partnership or offshore corporation (treated as a partnership for tax purposes) for all investors. It really...
    Post by: JVM, Nov 13, 2006 in forum: Taxes and Accounting

  8. Tax - Do US funds invest directly in non-US funds?

    Disclosure of all partners, US and Non-US, to the IRS can be an issue. However, if the US investors want to avoid PFIC reporting issues, the fund...
    Post by: JVM, Nov 10, 2006 in forum: Taxes and Accounting

  9. Tax - Do US funds invest directly in non-US funds?

    A US investor can invest in a Non-US based fund and receive the same tax treatment as if they were invested in a US based fund. The Non-US fund...
    Post by: JVM, Nov 10, 2006 in forum: Taxes and Accounting

  10. Tax - Non US residents investing in a US partnership

    The US Income Tax Regulations further clarify that the investor in a domestic partnership will not be considered to be in a Trade or Business...
    Post by: JVM, Nov 10, 2006 in forum: Taxes and Accounting

  11. Tax - Non US residents investing in a US partnership

    There are special Trading Safe Harbors in the IRS code that make an exception for trading in securities and commodities for one's own account...
    Post by: JVM, Nov 9, 2006 in forum: Taxes and Accounting

  12. Registered Investment Advisor

    If you are trading only forex and futures instruments you do not need to register as a Registered Investment Advisor (RIA). RIA status is...
    Post by: JVM, Nov 9, 2006 in forum: Professional Trading

  13. Starting a Hedge Fund - choosing systems

    My understanding of Advent products is that you'll need two different software packages - One to track the portfolio (Advent Axys, I believe) and...
    Post by: JVM, Nov 9, 2006 in forum: Professional Trading