Anyone here ever invested in a fund BEFORE it scaled?!
Former NYC hedge fund exec shares his experience launching a new legal arbitrage fund in OC and seeks to connect with early investors.
Hey all,
I figured this might be the right corner of the internet for this.
After spending years as the #2 at a long/short fund in NYC (we grew from $8M to $500M+), I left New York and decided to build something of my own here in Orange County CA. So far, it’s been a wild ride, stressful at times for sure, but also pretty fun!
My background is in both law (big firm, corporate side) and long/short equity + credit, and I’ve found my focus in what I’d call legal arbitrage: diving into special situations and misunderstood companies with legal/regulatory overhangs that spook most investors but often present asymmetric setups.
We’re quietly outperforming the S&P net of fees, with just our own capital and a few early believers. Friends, family and fools lol..
Still early days, but if anyone here has invested in a hedge fund pre-scale, or is curious about what that looks like, I’d be down to share more or trade notes. Not raising money actively or anything heavy-handed. Just building the track record and open to connecting with smart people and growing my network.
Appreciate any input or curiosity 🤝

r/investing