CAYMAN ISLANDS · ALTERNATIVE INVESTMENT FUNDS

Start with the right fund structure.

Establish your proposed hedge fund or digital asset fund through CV5 Capital's regulated Cayman platform. Select your strategy and complete the fund terms questionnaire to begin our assessment.

Your strategy. Your investors. Our infrastructure.

SELECT YOUR PLATFORM

Two regulated platforms. One institutional operating framework.

TRADITIONAL HEDGE FUND STRATEGIES

CV5 SPC

For traditional alternative investment strategies including listed equities, fixed income, global macro, futures, options, systematic and multi-strategy funds.

Cayman segregated portfolio · Independent investment manager · Fund governance and operations

Complete Hedge Fund Questionnaire ↗

DIGITAL ASSET FUND STRATEGIES

CV5 Digital SPC

For digital asset strategies including spot, market-neutral, relative value, derivatives, systematic trading, staking, DeFi and tokenised assets.

Cayman segregated portfolio · Independent investment manager · Custody and trading controls

Complete Digital Asset Questionnaire ↗

HOW IT WORKS

A structured start to your fund launch.

01

Complete fund terms

Provide the proposed strategy, manager, fund economics, dealing terms, investor profile and operational requirements. Unsettled terms can be noted as to be confirmed.

02

Initial assessment

CV5 assesses the proposed structure, operational requirements and manager eligibility within its established fund platform.

03

Discuss next steps

The proposed fund structure, service-provider requirements and next onboarding stages are confirmed with the prospective investment manager.

THE PEOPLE BEHIND THE PLATFORM

Institutional experience at every stage of the fund lifecycle.

CV5 Capital was founded by David Lloyd, whose 30-plus years span international investment banking, securities law and Cayman fund governance. The team includes specialist independent directors and professionals experienced in alternative investments, digital assets and institutional client solutions.

Meet the CV5 team, view biographies and contact details ↗
FOUNDING LEADERSHIP

David Lloyd · Founder & CEO

INDEPENDENT GOVERNANCE

Jeffrey Shaul, CFA · Evan Judd, CFA

CYBER RISK & CLIENT SOLUTIONS

Jason Eastman · Tessa Cruz

INVESTMENT MANAGER FORMATION

Need an offshore management entity?

Where a prospective manager does not already have an appropriate investment management entity, CV5 can coordinate its Cayman or BVI establishment and regulatory process alongside the proposed fund launch.

Explore manager formation ↗

ADDITIONAL FUND AND MANAGER ASSESSMENTS

Specialist questionnaires, when relevant.

The two fund terms questionnaires above are the primary starting point. Depending on your manager structure or investment strategy, CV5 may also require one of these specialist questionnaires.

01 / MANAGER STRUCTURE

Offshore Investment Manager

For managers establishing a Cayman or BVI investment management entity alongside the fund.

Complete manager questionnaire ↗
03 / DERIVATIVES

CFTC / NFA Assessment

For strategies with a potential US derivatives regulatory nexus, including futures, swaps or relevant crypto derivatives.

Complete derivatives assessment ↗

Investment manager and individual due diligence forms are generally completed later, following confirmation of platform suitability and onboarding requirements.

Browse all fund forms and onboarding questionnaires ↗

Ready to discuss your fund?

If your fund structure is not yet settled, you can discuss the strategy and operating requirements with CV5 before completing the detailed questionnaire.

Discuss a Fund Launch ↗
The questionnaires support preliminary structuring and platform suitability assessment. Submission does not constitute acceptance as a client, a commitment to launch a fund, or investment advice. More detailed due-diligence and onboarding documentation is requested separately once appropriate.