Capital Management Services Group is a specialized law firm and comprehensive service provider focused exclusively on the hedge fund and investment management industry. Led by hedge fund and international tax attorney Hannah Terhune, the firm stands out for its deep expertise in both legal structuring and tax optimization for fund managers, traders, and international clients. It offers a unique, integrated approach that combines legal, regulatory, and accounting services under one roof.
The firm caters primarily to active traders, investment advisers, and emerging fund managers seeking to launch and operate hedge funds, commodity pools, and other investment vehicles. With over 20 years of experience, it emphasizes personalized, concierge-style service, competitive pricing, and rapid turnaround—often launching compliant funds within three weeks. Its tailored solutions are designed for entrepreneurs and smaller funds, providing the specialized attention often overlooked by larger firms.
Services Offered
- Hedge Fund Formation & Structuring
- Private Placement Memorandum (PPM) Preparation
- Subscription Agreement Drafting
- Investment Management Agreement Preparation
- SEC and State Investment Adviser Registration
- Commodity Pool Operator (CPO) Registration & Compliance
- SEC Form D Filings
- Blue Sky State Notice Filings
- Incubator Fund & Family Fund Setup
- Offshore Hedge Fund Formation
- Master-Feeder Fund Structures
- Crypto Fund Formation
- Real Estate Fund Formation
- Forex & Commodity Pool Setup
- Fund Offering Document Review
- Performance Fee Structuring
- Mark-to-Market Accounting Election
- Trader Tax Services
- Seed Capital Audits & Performance Reports
- Fund Administration Services
- Tax Return Preparation (including Schedule K-1s)
- Fund Audits & Financial Statement Preparation
- Review of Marketing Materials & Websites
- Broker-Dealer Compliance Advisory
- U.S. Company Formation (Delaware, Wyoming, Florida)
- Registered Agent Services
- International Tax Planning
- Asset Protection & Wealth Preservation
- Business Consulting & Ongoing Regulatory Support
The firm serves clients worldwide and supports multiple languages, with particular focus on U.S. and cross-border fund structures. Attorney Hannah Terhune is a recognized industry authority, with her articles frequently featured in leading financial and legal publications. Capital Management Services Group is committed to long-term client relationships and offers 24/7 access for specialized and evolving needs.
