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Tax, SDIRAs & Cost Segregation

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Kirk Bausch
  • Investor
  • Irvine, CA
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private fund registered investment advisors

Kirk Bausch
  • Investor
  • Irvine, CA
Posted May 20 2018, 09:45

Hi Forum.

I'm in the midst of forming a private fund Syndication to acquire commercial, multifamily properties.  My attorney informed me that I need the following...does anybody have recommendations and what are the typical cost/fees associated with this? 

*An RIA must be licensed with the State Securities Division, or in the case of California the Department of Business Oversight, which is in the state where your home office is located. An RIA need not be registered with the SEC if the total assets under management from all sources is less than $25,000,000. You want to search for private fund registered investment advisors.*

Much appreciated

Kirk Bausch

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