Hannah Terhune & Capital Management Services Group, Inc. Customer Testimonials
The testimonials below are actual e-mails our clients sent to us. We cut and pasted them exactly as we received them, except we redact client names and email addresses. Check out our testimonials references on LinkedIn as well.
From: Bxxx Kxxxxx [mailto:email@example.com] Sent: January 17, 2013 To: Amy Hong Cc: Hannah Terhune; Hannah Terhune; Michelle Schwenneker Subject: Re: Pxxxxxxxxxxxxxxxxxx You guys rock! Thank you for being such a great firm!
Thanks to Hannah Terhune and Capital Management Services Group for their assistance in setting up both our incubator hedge fund and management company. They took care of all the paperwork in just a few weeks, there were no surprises, and the cost was very reasonable. I highly recommend their services. R Wilson, Crimson Diversified Return Fund, August 20, 2012.
We interviewed several firms in regards to creating a incubator fund for our firm, after an exhaustive interview process we were most impressed with Hannah and her team. Hannah under promised and over delivered, our documents were created and filed in an incredibly timely and cost effective manner. We will undoubtedly continue to work with Hannah and her team in the future as they have proven to be an valuable asset to our firm. Txxxxx Xxxxxn May 09, 2012
We would like to thank Hannah and the company for their invaluable help in forming our incubator hedge fund. They were extremely knowledgeable, efficient, and professional while working with us, and we are glad to have them as a vital resource as we grow our incubator hedge fund into a full-fledged one. Dale Angus, Golden Egg Capital Management LLC. March 28, 2012.
Thank you - Money Science Your explanation of how to start a hedge fund is so clearly stated and easily understood. This should be a chapter in a high school text book or at least minimum college reading. I read it with interest in potentially starting my own hedge fund. I fall within the scope of "Hedge Fund Incubator". I know this article is a few years old but again well worth reading. I may seek your services and have since bookmarked your page. Thank you again. Jxxx Xxxxx January 6, 2012
It is hard to believe that Hannah and her team are even available for less than a small fortune. CMSG is efficient and knowledgeable yet extremely patient and understanding in dealing with clients at various levels of development. I received my initial advice from CMSG years before actually committing. Our legal needs seemingly transformed every few months, yet Hannah and her team were supportive and responsive at every turn. That level of effort was far more than I expected but has certainly become the benchmark for all others. I look forward to many years of excellence and superior service from Ms. Terhune and her team at Capital ManagementServices Group October 25, 2010 Mxxxxxxx D. Sxxxxxxxxxr II
Let's stay in touch. Hannah is a great professional with a very good name. Yaxxxx Sxxxxxx October 05, 2010
I would like to state unequivocally that I have had a completely positive experience in dealing with Capital Management Services Group. Truly, from the first phone call that I made to Capital Management, to the conference call that was arranged with Hannah Terhune, the time she took in answering all of my questions, and, finally, to the follow-up by Amy Hong. My case involved the establishment of a Forex Incubator Fund, and was thoroughly handled. Hannah Terhune responded promptly to my subsequent phone calls and Amy Hong is absolutely 100% efficient. I, certainly, plan to enlist Capital Management's services for my legal needs in the future concerning fund management. I would rate my experience and results 5 out of 5 stars! Totally satisfied, Rxxxxxx Sxxxx, September 22, 2010
Hannah Terhune and her team are always available and ready to work with you, with a nice attitude and assisting in a very professional way. Their wide spectrum of services and knowledge really make a difference when you look for consulting. jxxxxxx August 10 2010
I wanted to thank you and your staff for the professional and timely services that you provided in setting up a CTA business. As an individual trader for almost 20 years I have a full grasp of markets but had very little knowledge in setting up a trading business for clients. Everyone at your firm was extremely friendly and helpful in giving me guidance in this new startup. Your prices were fair and while I looked at different firms to handle the process yours was head and shoulders above the rest. Thanks so much, Sxxx Sxxxr Managing Partner Sxxxxx Capital Management LLC June 18, 2010
I have had the fortune of working with Hannah Terhune and Capital Management Services on the setup of my hedge fund. As a well funded start up with offshore and onshore investors I needed someone who could help me and my investors navigate the complex tax, regulatory and set up requirements. Her firm supported us each step of the way and we were incredibly impressed with her knowledge, experience and execution. What could have been a very difficult and lengthy process was seamless, well managed and cost effective. We will continue to use Hannah as we grow our assets and would have no hesitation in recommending her to both start up and established managers. Thanks. Warren January 26, 2010
Hannah: You and your team delivered what you promised--on time and on budget. You all were were attentive and professional in every respect, and I appreciate your effort, advice and guidance very much. It was a pleasure working with you, and I would recommend you to others without reservation.Best Regards, PB. January 18, 2010
Hannah and her team were able to set up the management LLC and the hedge LP efficiently and quickly with minimal effort or guidance from me. The fees charged are very reasonable and I would recommend Hannah and her team to anyone interested in setting up a hedge fund. Dxxx Sxxurn Sent December 03, 2008
It was indeed a pleasure working with you and your team at Capital Management Services Group to set up our investment management firm and its associated hedge fund. As someone with deep analytical and trading expertise who is unfamiliar with the complex regulatory environment surrounding hedge funds, I greatly appreciate the advice and clarity you brought to the process of establishing the firm. Your breadth of expertise was invaluable in navigating the plethora of choices to be made and more importantly, it was reflected in your ability to make the necessary filings and obtain approvals from all the regulatory agencies. I am also impressed that your estimate for how long the entire process would take was remarkably accurate. As a new business entity, it was a benefit to our firm that you were able to provide your knowledgeable and comprehensive services at extremely reasonable terms. I would not hesitate to recommend your firm to others seeking to launch or expand investment advisory businesses and hedge funds. Best regards, Dr. Sid Valluri Managing Director Odessa Capital Management LLC Sent December 01, 2008
Hannah Terhune and her team at Capital Management Services Group were instrumental in helping me establish my investment company and limited partnership. I found Hannah and her team to beextremely professional and knowledgeable. Her guidance made it possible for me to navigate through the legal landscape that can be an enormous challenge. Hannah and her team were on top on it and supported me through the entire process. I was incredibly pleased with the level of service and would highly recommend Hannah Terhune and her team at Capital Management Services Group. Vxxx Cxxx November 07, 2008
Hannah While studying for the Series 65 was a challenge, I never imagined how difficult it would be to register as a Registered Investment Adviser. I spent hours upon hours on research but the bureaucracy and the paper work was so overwhelming I found myself ready to give up. That is until I found you. Working with you and your team has been a pleasure. After speaking with you I provided some detailed information and before I knew it I was registered! I still can't believe how smoothly the whole process went. Speaking with you over the past few months has been informative and very enjoyable. I now have the confidence to move ahead with my business because I know that you are there to help. Thank you so so much for everything. Sincerely, Daniel Gxxxxz Sent November 20, 2008
Hannah and her team were absolutely perfect for us. We needed reasonable prices, exceptional attention to detail, and someone that explained each step along the way. Getting a new fund off the ground can be a complicated and convoluted process. Hannah's team helped us sidestep any frustration along the way by always being accessible by phone or a quick email. We shopped around a lot before committing to a legal firm. Working with Hannah and team was a screaming bargain for the amount of personal attention and top quality work we received. In hindsight, our decision couldn't have been more perfect. Thanks! From: Rxx Fxx August 15, 2008
We began working with Hannah Terhune and Capital Management Services Group in July of 2006. Ms. Terhune has been a very patient and informative source for us as she has maneuvered us through the intricacies of organizing a spot forex fund. In addition to writing our fund offering documents, her firm has guided us through the sometimes overwhelming process of completing the necessary paperwork involved with beginning a fund. Ms. Terhune has continued to be a reliable asset for our company as she has consistently provided us with superior legal advice and assistance. Cxxxxxx Dxxxxxx July 30 2008
Hannah Terhune took me through the process of setting up an LLC and getting the LLC a Michigan Registered Investment Adviser status. Between Hannah and her staff I was completely satisfied with their knowledge of the different federal and state requirements I needed to satisfy. The price for this level of support is truly amazing. I would not hesitate to be reference for Hannah Terhune and Capital Management Services Group. Bxxx Ax July 25, 2008
I am extremely pleased with the high level of service provide by Hannah and her team of associates. They were easy to work with and their professionalism and the timeliness of deliverables far exceeded my expectations. Not only do I recommend using Capital Management Services Group to others contemplating forming a fund but I look forward to using them again in the future as my fund's needs grow. Tuesday, July 01, 2008 Axxx Mxxxx, Lxxxxxx Capital Management
Hannah Terhune and Capital Management Services Group offer a cost effective, comprehensive solution for anyone looking to launch or manage a hedge fund operation. We are a small company operating under a tight budget and we initially decided to use Capital Management Services because they offer great value at an extremely competitive price. Without the customized services and flexible financing solutions Hannah offered, a successful launch of our fund would have been impossible. From day one, Hannah has provided valuable guidance each step of the way along this complicated process. After working with Capital Management Services Group for eight months, it is clear that not only does the group provide services at a great value, but they also have an impressive amount of experience. For every problem we have encountered along the way, Hannah and Capital Management Services Group have been able to provide a quick and affordable solution. To date, Capital Management Services Group has helped us with registration as an investment adviser, compliance issues, drafting offering documents and ongoing administrative services. Capital Management Services Group has consistently provided quality and comprehensive solutions at great price and it is for this reason that we will continue to use their services for all of our ongoing needs. Rene June 25, 2008
Capital Management Services Group and Hannah Terhune have been instrumental in helping me establish a forex fund. I have been particularly impressed with Hannah's willingness from the beginning to advise me on the various options I had, and in helping me chart the appropriate course given my goals. She was very helpful in addressing and answering my many questions and I greatly appreciate her advice. As someone who was launching his first fund, I've greatly appreciated the support I received from her and her staff. I look forward to my ongoing relationship with Hannah Terhune. Sincerely, Jxxx Mxxxxx, Onahu FX, LP March 03, 2008
As an overseas manager for an offshore fund, I was particularly concerned with international law and tax implications for my management company and investors allike. Hannah has demonstrated exceptional enginuity and drafting flexibilty to achieve my objectives. I would trust her over the advice of other "Big 4" consultants (speaking from experience). In today's anti-terror climate, it may take a while to launch a fund: an experienced lawyer such as Hannah is a must. Dvir Langer, Esq. Attorney at LawJ.D., MBA, January 24, 2008
Dear Hannah, Thank you for all your assistance in getting my fund launched. You have proven more knowledgeable and more responsive than the so-called “name” firms that I tried initially. On top of that, the cost of your service was unbeatable (so says the value investor in me). I consider you an essential part of my hedge fund team and hope to work with you in the future as my business grows. December 7, 2005 Hannah, I just wanting to drop you a quick note thanking you and staff for all of your hard work. Before clicking on your web site, I was under the impression that setting up a hedge fund would be an expensive and impossible challenge. Your incubator program was a great idea and it met my needs perfectly. My biggest surprise was that with your help I was up and running in a matter of weeks instead of months. Thanks again and I look forward to working with you in the future. Sincerely,Wxxx Ryyy October 21, 2005 Hannah, Starting my fund was a daunting task for me. However, you made the process so easy and painless from the entity formations to the filings to the tax law. I can’t thank you enough and I look forward to working together in the future. Regards, From: Jxxx August 13, 2005 Hannah Terhune . . . facilitated the process of structuring my commodity pool, and they made sure I had the right vehicle. Hannah was also extremely helpful when we talked about interacting with clients and and staying in full compliance. This was extremely important to me, and made me feel that much more confident in their ability to legally represent my company. Exxx Kyyy August 12, 2005
Dear Hannah, Settting up my Hedgefund seemed to be a very daunting task but xxxxxx helped guide me every step of the way. . . I have been able to count on Hannah Terhune and their legal team to keep me apprised of the ongoing regulatory compliance issues which in this dynamic industry is so important. This peace of mind has allowed me to focus my energy on the performance of my fund knowing that their administrative help is just a phone call or an e- Best Regards Syyyy Capital Management LLC August 11, 2005
You certainly are on top of things and have a great firm. I am in touch with Hannah. As I told her I already have an LLC in Delaware set up for me by Lxxxxxxxx. I think I would now like to set up a Fund and have you shephard me through the incubation period. July 18, 2005
Hannah, Thank you for calling. I really appreciate the service I have received from your firm so far. I look forward to working with you more in the future in setting up the fund. n the meantime I will begin the NFA applications while I finish up the work on my models over the next few of months. July 13, 2005
Hannah, I believe everything is completed. Thank you for all your hard work. You said it would be delivered on time and it was delivered before time. And yes, you can use that on your website if you like. Regards Cxxxx Hyyyyy June 15, 2005 Hannah- I've been so busy with investors and trading that I have not had the time to properly thank you. I must say that xxxxxx provided me with everything I needed - from the entity formation to the legal filings to the disclosure document preparation. Hannah, you provided the knowledge and the know-how to establish my fund, and you proved to be an invaluable resource. . . .Without a doubt, you met my needs - thank you! Regards, Kxxxx Dyyyy April 27, 2005
Hannah ... made a very convoluted, complicated process very straightforward. They walked me through the process step-by-step making sure I understood the process along the way. They covered all the bases, from the structure of the fund, to advice on Investment Advisor Registration, accounting, and key tax issues. They allowed me to focus on trading strategy with the peace of mind knowing that the process was in good hands. I am very pleased with the result. Thank you Sxxx Oyyyy February 25, 2005
The addition of [Hannah Terhune] to our Hedge Fund has been nothing short of fantastic. I do have to brag on you as my life has been simplified since I started working with her. But not to short change anyone, the entire staff has been great.. July 30, 2004 Thank you and thanks for all your help! I'm very excited that I can open the fund to the investors now. Thanks Pxxx Zyyyy July 29, 2004
I just wanted to write and say that your team did a fantastic job setting up my fund and management company, getting me up and running in just a few months. Of course, the price was great, but more importantly, my questions were answered in a timely manner, the advice was great, and the work was very thorough. Your team must not sleep much, because no time was a bad time for queries and discussions. March 21, 2004
They are a professional organization and will take good care of you. I am probably the most difficult customer that they could have, but their team always gets back to me within a few hours of an e-mail question, (and I send in a lot of them). They will almost certainly be cheaper than anyone else. For the fund, you need the job done right though, and price isn't the only issue. They'll do a very professional job for you. So far Iam very satisfied. January 24, 2003
I want to thank you for the work you've done on our offering documents. They are as complete as anything I've seen coming from the big brokerage houses. More importantly, I look forward to working with you as we get the fund going. With your experience in both the accounting and compliance arenas, I feel like we've been able to outsource our entire back office. What a relief. May 5, 2003
Hannah and her team are experts in their field of offshore funds. The expertise and care to think ahead of all the specific issues I might have as a client are greatly appreciated. Capital Management Services Group applies a no-nonsense and straight forward business approach to a complex maze of international rules and regulations. I'm pleased to have them on my team and certainly recommend them to any professional looking for guidance in the hedge fund industry. Andre Voskuil, DutchOracle Capital Ltd. December 28, 2011
Hannah and her team were knowledgeable, professional, and a pleasure to work with; having access to their expert help is indispensable in forming an incubator fund or hedge fund entity at a very reasonable cost and time frame. D. Rxxxn December 21, 2011
I had a tremendous experience with Hannah and the Capital Management Group. They were timely, courteous, and extremely knowledgeable; and, if Hannah was busy, Michelle made quick work to resolve my problems. I will invariably use CMSG in the future for all my hedge fund needs! I can't thank Hannah enough for making my dream of a hedge fund come to fruition. William B Hoagland, Trend Discovery Capital Management. July 06, 2011
Ladies and gentleman, please let me express my acknowledgement to you and your work for my cause. I really do appreciate Hannah's patience with my never ending questions which might seem silly and annoying. I admire Hannah's professionalism! Many thanks also to always ready to help and cheering up Michelle! Her responce is almost faster than my internet connection every time. I really love to chat with this pro. Mark definitely represents the solid island(s) for my company. I really appreciate his willingness to help me with not always pleasure communication with banks even though the weather is beautiful and everyone else is on the beach. Thank you very much for your great job! I look forward to work with you all !! Faithfully Yours, Martin Sobek March 24, 2011
Capital Management Services Group and Hannah Terhune have been instrumental in helping me establish a forex fund. I have been particularly impressed with Hannah's willingness from the beginning to advise me on the various options I had, and in helping me chart the appropriate course given my goals. She was very helpful in addressing and answering my many questions and I greatly appreciate her advice. As someone who was launching his first fund, I've greatly appreciated the support I received from her and her staff. I look forward to my ongoing relationship with Hannah Terhune and CMSG.
Hannah, With the closing of our first milestone, I thought it necessary to send a note thanking you and your staff for helping us to get our fund launched successfully. Without your expertise, care and introductions to your network of professionals, I sincerely believe that we would not have been successful. You were with us every step of the way, and your personal care and attention to our specific needs gave us the solution we needed. It was wonderful working with you, and I look forward to doing the same in the new year. Best wishes and a Happy New Year! As always, best regards, Dxxxx
Ms. Terhune: I recently read your article entitled How to set up a hedge fund on moneyscience.com. It was very good. The detail of the article is unmatched by anything else online. I really appreciate that. The only other way to get that information would be to pay a few hundred dollars for a book on the subject. Thanks for the help! Axxx Bxxxxxxxxx April 15, 2009
Hannah, Thank you very much for your initial consultation. I really appreciate it. You are at the top of my list when I take the next step. Also I may need another consultation and I think your rates are competitive and fair. Dxx Cxxx July 08, 2009
I recently read your article entitled How to set up a hedge fund on moneyscience.com. It was very good. The detail of the article is unmatched by anything else online. I really appreciate that. The only other way to get that information would be to pay a few hundred dollars for a book on the subject. Thanks for the help! AlXXX BiXXXX April 15, 2009
Hannah, Your article on starting an offshore fund gave me some great insight on the subject and connected the dots very quickly for me. Just wanted to say thanks! Bxxxx Lxxxxx January 28, 2009
I am very pleased to have done business with Hannah Terhune. She helped me incorporate an incubator hedge fund and although I am all the way in Asia, this has not hampered our business transaction. She delivered in a timely manner, is very professional and very accommodating with regards to inquiries and questions. I highly recommend her and am looking forward to availing of her services again in the future. Jxxx Lxx Prometheus Asset Management, Ltd. December 2, 2007
Hannah Terhune and her associates have provided legal advice and services to me for over a year. She provided initial guidance to help determine the kind of fund most suitable for my goals, created the legal documents that are the framework for my hedge-fund, and assisted with ADV submissions to register my company as an Investment Advisor. I continue to rely on her for ongoing compliance issues in this complex and dynamic industry. I found Ms Terhune and her associates to be extremely knowledgeable and helpful in a very responsive way, with friendly and professional manners. Overall a very good experience. Highly recommended." Marty Cawthon, ChipChat Technology Group October 25, 2007
Hannah Terhune and Capital Management xxxxx Group were outstanding in setting up a new fund for my firm. Their knowledge and expertise far exceeded my expectation as they guided my firm through the entire process, from start to finish. Their fees were extremely reasonable and well worth every dollar. I would strongly recommend Hannah and her firm to anyone looking to form a fund. D.L. Washington September 12, 2007
Capital Management Services Group is by far, the best organization I have ever worked with. By holding themselves to the highest standards of service and quality work, they have made my life tremendously easier at a very reasonable cost. From disclosure documents to fund taxation and audit, they did it all for my commodity pool. Hannah, Doug, Barry, Amy, and Stephanie have been truly outstanding in helping me with all my needs for my fund, and they have saved me a monumental amount of headache from my previous hedge fund service providers. Because they are clear and honest with their clients, they are extremely efficient in getting things done for you. Sincerely, Exxxxx Kxm September 06, 2007
Dear Hannah--Thank you for the wonderful overview you provided me during this afternoon's consultation. You've given me a great deal to think about to which I need to give due consideration. In any event, I was very impressed with your professionalism and practical advice and answers to my questions. As General Counsel for Edward Jones for the past 30 years, I have worked with hundreds of lawyers among the best firms in the country and I do pride myself in being able to quickly determine a lawyer's skills and abilities as well as assessing general chemistry to determine whether to enter a working relationship. You passed this easily and if I indeed press forward in the hedge fund arena I look forward to working with you. Lxxx Sxxxx August 09, 2007
Hannah Terhune and her exquisite team of professionals at Capital Management Group, were so indispensable to the success of setting up our Forex fund. In an industry which is still murky at best to most lawyers and accoutants, regarding the do's and don't's it is comforting to know that someone out there can bring such clarity to the table in an expedited manner. We gained so much more knowledge and insight to the industry from Hannah's 'The Path to Success', she was such a joy to deal with and we really appreciated just how down to earth and accessible she was to us throughout the whole experience. Thank you once again. Regards, From: Rxxxxx Fxxxxxx July 08, 2007
I am writing to say how pleased I've been that I selected CapitalManagement to advise me on the setup of my new hedge fund and to prepare fund documents and regulatory filings. Hannah and her staff are very professional and knowledgeable about the legal requirements of hedge funds. They have also been very good at keeping expenses down, realizing the capital constraints of a start-up firm. The staff has been prompt to answer questions and have also provided a great deal of help with extra-legal items such as my selection of auditor and administrator for the fund. I intend to continue to use Capital Management as general counsel and will certainly use them again for any future funds I launch. Jxxxxx Hxxxxx Axxxxxxxxx Investments, LLC, May 29, 2007
Hannah, Now that the initial workload of establishing my fund is complete and we are up and running, I wanted to take a break and thank you and your staff for the very professional and timely work. As you will recall, we had several conversations about the start-up process over the past couple of years, and it was your patience and encouragement that I could get it done affordably and that I would be in complete compliance that encouraged me to proceed. It is a tribute to your reputation and organization that though I am in a small town in xxxxxxx and we never met in person, I have confidence in the fact that I am represented by someone who is a leader in the legal and tax issues regarding hedge funds. I would be pleased to serve as a reference to anyone who might wish to discuss your services. From: Mxx Cxxxxxx March 29, 2007
HANNAH, MY ELECTION TO CAPITAL MANAGEMENT GROUP WAS PRECEDED BY THE FACT THEY PRESENTED THEMSELVES AS A PROFESSIONAL LAW FIRM WITH MANY YEARS EXPERIENCE. THE OTHER, HEDGE FUND SETUP FIRMS SOLD THEMSELVES AS SALES PEOPLE TO MAKE A SALE. THE VALUE ADDS OF CAPITAL MANAGEMENT CLOSED THE DEAL WITH ME, AND WILL BE PROCEDED WITH MANYS YEARS IN THE FUTURE AS MY LEGAL COUNSEL. CONSTANT PROFESSIONAL COURTESY MAINTAINS THIS RELATIONSHIP AND MUCH SUCCESS TO THEM! From: Axxxxxx Kxx January 30, 2007
Hannah - I am very excited to be working with you. I think you are the best resource for hedge fund startups. Your knowledge, reflected in your articles, is unparalleled to anyone in the industry. I am confident that I will benefit enormously in working with you and this is a beginning of a very long relationship. I wish you a happy and prosperous new year. Kxxxx Tyyyyy December 29, 2006
Hannah, With the closing of our first milestone, I thought it necessary to send a note thanking you and your staff for helping us to get our fund launched successfully. Without your expertise, care and introductions to your network of professionals, I sincerely believe that we would not have been successful. You were with us every step of the way, and your personal care and attention to our specific needs gave us the solution we needed. It was wonderful working with you, and I look forward to doing the same in the new year. Best wishes and a Happy New Year! As always, best regards Dxxxx Gyyyyy December 26, 2006
I engaged [Hannah Terhune-Until July 2006 Hannah Terhune was the Chief Attorney at GreenTraderLaw.com] as my counsel in September 2005 for the hedge fund I launched in late 2005. Coming into the process, the most important characteristic I needed was complete expertise in the area of security law. Before I began the engagement, I spoke with Hannah via phone to ascertain her knowledge of this complex area. She demonstrated a high level of knowledge on the various intricacies of the numerous state and federal regulations both on this initial phone call and throughout the engagement. She and her firm dealt with me honestly and ethically and quickly responded to any concerns or issues I had. Please let me know if you would like to speak by phone. Thank you Axx Pyy January 23, 2006 We are a client of Ms.Hannah Terhune... Ms. Terhune and her team helped us with the entire set up process and subsequent legal and accounting issues. We are very pleased with the prompt and professional attitude of Ms.Terhune and her team. Feel free to contact me at this email address for any further questions or clarifications you may have. Sxxx Byyyy,CFA President, Axxxxx Capital Management January 20, 2006 Hannah Terhune and her firm helped me to set up a Cayman Islands based hedgefund last year. I was extremely pleased with all aspects of the service. As a former commercial and tax lawyer with a large firm, I am probably in a pretty good position to evaluate such services and would be pleased to provide a reference. ExxxLyyyyy@xxx.com January 20, 2006 Hannah, Thank you for all your assistance in getting my fund launched. You have proven more knowledgeable and more responsive than the so-called “name” firms that I tried initially. On top of that, the cost of your service was unbeatable (so says the value investor in me). I consider you an essential part of my hedge fund team and hope to work with you in the future as my business grows. Thanks Uxxx Zyy December 07 2005
I just wanted to thank you again for all of your diligent and excellent work setting up my commodity fund of funds. You were very patient and courteous with me when I had questions or input. I felt like I got first class service at a fantastic price, and I would recommend your services to anyone wanting to start a commodity fund. I look forward to working with you in the years to come. December 1, 2003
Now that it’s all said and done I feel it is my obligation as a very satisfied customer to mention how pleased I am with your hedge fund startup services. I spent a solid 3 months trying to decide which company I wanted working for me. After reviewing every service out there (ranging from X all the way down to a lawyer friend of mine) I was very excited to find a company like yours which provided very professional services and access to amazing knowledge without the X price tag ($50,000+). I am utterly impressed with the courtesy and professionalism... and look forward to a long-term relationship. Sincerely, Xxxxxx X. Xxxx Managing Member XxxxxXxxx Capital LLC November 7, 2003
(Your team) did a great job. Very professional, patient and knowledgable. October 15, 2003
I would like to thank you for all of your help in setting up my fund. I never write testimonials, until now, but felt that the quality of work in this case was as good as I could have hoped for. In three months, you were able to complete the paperwork and direct me to the appropriate resources for filing and registration. You work was complete, efficient, and prompt. Responses to my questions were always dealt with quickly and I appreciated that. I look forward to working with you. October 6, 2003
Thanks for your great work in setting up my new fund. In just four months, we were able to complete all documentation, register and pass requirements of the IARD, file appropriate SEC documents, and file all appropriate blue sky filings. The project was right on schedule due to your knowledge of the process and your quick response to all issues as they arose. Your guidance along the way was also appreciated as the fund is now set up on solid footing, and already taking investors. Thanks for a great job! August 21, 2003
Thanks for your great help. You and your colleagues do a first-rate job. In-depth answers to difficult questions, superb response time (do you sleep?), and in general, excellent focus on your customers. I'd highly recommend your firm to anyone. Much better service I'm sure than other much more expensive service providers. Thanks, Xxxxxx Xxxxx PS Feel free to post this endorsement if you wish. July 15, 2003
A satisfied client. Thanks for everything. I'm very pleased with the service you provided. Everything was done professionally, efficiently and as promised. I'd recommend your services without hesitation to anyone considering forming a hedge fund and I look forward to working with your firm on a continuing basis. June 12, 2003
Just as a quick note, thanks for the work that [Hannah Terhune] is providing. I have enjoyed working with (your team) and look forward to a successful conclusion of company formation over the next month. Information has been good, advice right on target, and no surprises regarding the process. I appreciate the good work! Regards May 29, 2003
CapitalManagementServicesGroup.com is recognized by discriminating fund managers and businessmen as being the foremost tax and legal authority in the business. Attorney Hannah Terhune's education and experience are unsurpassed in the area of hedge funds creation and management platforms, and the complex body of related tax laws. Ms. Terhune's extensive knowledge and experience have made her an indispensable resource for serious hedge fund and business professionals. Ms. Terhune's articles on the subjects have appeared in over 100 publications worldwide. Chances are, if you have read about the above matters, Ms. Terhune has written about them.
Give us the opportunity to use that knowledge and experience for you. We have both regulatory experience and the understanding of the foreign exchange and securities markets. We know how to navigate the compliance with rules and regulations in the United States as well as in regulated jurisdictions such as United Kingdom, Singapore, Hong Kong, Canada and the British Virgin Islands. Each client receives personalized attention from our attorneys and staff. No client is too large or small though because of our boutique size. We pride ourselves in providing personal attention to each client.
CMSG provides the best services and support needed for hedge funds and business projects. No need to coordinate work between different firms--we handle the entire business process from start to finish. We offer accounting, tax planning services, tax return preparation, business consulting, and U.S. and international company formation services. Our professionals provide the highest quality services at competitive rates. But don't take our word for it, give us a call and let us prove what we can do for you. Read our Leading Media Articles, Customer Testimonials and learn more About Us.
Personal Consultations You get answers to your specific questions by speaking directly to Hannah Terhune, an experienced hedge fund and international tax attorney. Ms. Terhune's hard-earned knowledge and experience can be put to work to save you unnecessary steps and costly wasted effort. The consult is an invaluable opportunity to speak to Hannah one-on-one, and learn how to achieve more in less time. As a result, you can anticipate that the return on your investment will far outweigh the costs associated with our unsurpassed services. Ms. Terhune's credentials reflect an invaluable resource that combines a well-informed professional practitioner with sound ethical judgment that cannot be over-estimated. The expertise required to recommend best solutions and provide sound advice should never be taken lightly. We are confident that when you are finished with your consultation, you will be impressed and more informed about your business plans than ever before. Call (307) 213-4732 orClick Here to Request Services.
Our Commitment Henry David Thoreau wrote: "Do not hire a man who works for money, but him who does it for love of it." We are committed to your business plans and bringing you the best possible options. We are an established and internationally recognized business that serves and educates our clients throughout the industry. We do this by striving for the best results. Above all, we are a law firm. A lawyer is a philosopher and role model. The ability to improve our clients' lives is a privilege that we do not take lightly. There is tremendous power in being able to effect a positive change in our clients' lives. Our aim is to welcome our clients and to provide a comfortable, warm environment for all. Thanks for visiting our website. We hope to have the opportunity to serve you.
Why Hire Us? When you engage us for hedge fund you get a unique combination of securities, tax, and international experience, focused on the trader niche. We have established a leadership position with traders. We are one destination for all your very special hedge fund and trader tax needs. We think we have the best set of offering documents based on the current and ever changing federal, state and offshore securities, commodities, and tax laws. We aim and deliver quick turnaround times, because we understand that our customers want to begin their money management business as soon as possible. We conceive, structure, and deploy the best tax saving strategies into your hedge fund vehicle (for the benefit of the manager and their investors) and your management company. Investors value tax-savings strategies and we utilize all our special knowledge and ideas in this area. Our customers value our one-stop relationship. We will help you start your business and continue to assist you. Our tax services division handles accounting, software, and tax compliance, including all tax matters (tax planning and tax returns). Only one thing counts with us and that's our customer relationships!