INVESTOR
REPRESENTATIVE

INVESTOR REPRESENTATIVE

AURUM is pleased to offer investor representative services.

Inherent in many hedge funds, private equity structures, and investment vehicles are imbedded conflicts between the investment manager, general partner, and investors. In these instances, investors are requiring managers to put an investor representative in place. The investor representative allows a manager the ability to effectuate principal transactions and cross trades while providing investors with independent oversight.

EXAMPLES OF INVESTOR REPRESENTATIVE RESPONSIBILITIES

Provide approval on matters related to principal transactions and cross trades

Authorize the distribution of securities directly to investors or approve the creation of a special purpose vehicle necessary to hold such securities until they can be sold 

Approve of any changes to the offering documents including the determination as to whether investor consent is required 

Review and authorize any decision to defer the liquidation of assets 

INVESTOR REPRESENTATIVE

AURUM is pleased to offer investor representative services.

Inherent in many hedge funds, private equity structures, and investment vehicles are imbedded conflicts between the investment manager, general partner, and investors. In these instances, investors are requiring managers to put an investor representative in place. The investor representative allows a manager the ability to effectuate principal transactions and cross trades while providing investors with independent oversight.

EXAMPLES OF INVESTOR REPRESENTATIVE RESPONSIBILITIES

Provide approval on matters related to principal transactions and cross trades

Authorize the distribution of securities directly to investors or approve the creation of a special purpose vehicle necessary to hold such securities until they can be sold 

Approve of any changes to the offering documents including the determination as to whether investor consent is required 

Review and authorize any decision to defer the liquidation of assets