Bolder Group Guide Preview 

The Funds Market of the USA

March 2025 | Bolder Team  

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This article is a preview of Bolder Group’s guide to the USA’s funds market, covering the types of investment funds in the country, their distinctions, the setup process, regulatory frameworks and the requirements to launch the different fund types in the country. 

Please note that this guide is for general informational purposes only.  It is not intended to provide the reader with legal, tax or financial advice. Consult with a professional before making any decision.  

 

A guide to setting up a company in the USA 

GFX - SET UP YOUR FUND IN THE USA
The US is the largest fund jurisdiction globally. Fund managers and investors benefit from the country’s political and financial stability. The jurisdiction, specifically the state of Delaware, is a popular destination for investors and managers in the private investment funds sector, like private equity and hedge funds. This is largely thanks to the country’s business-friendly regulations, especially for institutional investors.  
 
Global firms are present in the highly competitive US mutual fund market. In 2021, the US mutual fund industry remained the largest globally, with net assets of USD 26.96 trillion. The United States accounts for about 40 per cent of the global mutual fund market. 
 

The common types of investment funds in the US? 

 
  • Open-ended funds 
  • Closed-ended funds 
  • Unit investment trusts (UITs)
Mutual funds are open-ended funds. Exchange-traded funds (ETFs) are often formed as open-ended funds, but they can also be structured as UITs. ETFs, like mutual funds, are investment companies registered by the Securities and Exchange Commission (SEC) that allow investors to pool their money in a fund that invests in stocks, bonds, other assets or some combination of these investments. This is in exchange for receiving an interest in the investment pool. However, unlike mutual funds, ETFs do not sell or redeem individual shares from retail investors directly. 

We provide more information in our free guide. Download your own copy by filling out the form below!  

 
 

A guide to setting up a company in the USA 

GFX - SET UP YOUR FUND IN THE USA

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Bolder Group: Your Partner in the USA

 
It might be challenging to keep up with all of the regulations and procedures required to establish a US fund. Working with a qualified fund administrator can help simplify the complexities of structuring funds in any state of the US.  
 
Bolder Group has a team of fund experts with extensive industry experience ready to assist you with your needs. Contact our team to start your investment funds goals in the US market. 

Bolder Group does not provide financial, tax or legal advice and the information contained herein is meant for general information purposes only. We strongly recommend that before acting on any of the information contained herein, readers should consult with their professional advisers. The Bolder Group accepts no liability for any errors or omissions in the information, or the consequences resulting from any action taken by a reader based on the information provided herein.
Bolder Group refers to the global network of independent subsidiaries of Bolder Group Holding BV. Bolder Group Holding BV provides no client services. Such services are provided solely by the independent companies within the Bolder Group which are each legally distinct and separate entities and have no authority (actual, apparent, implied or otherwise) to obligate or bind Bolder Group Holding BV in any manner whatsoever. The operations of the Bolder Group are conducted independently and have no affiliation with third party financial, tax or legal advisory firms or corporations.  

About Bolder Group

Bolder Group is a result of the merger between legacy companies AMS Financial Group and Circle Partners. Bolder has been providing clients globally with governance, corporate, funds and family wealth solutions for over 45 years. The firm is independent and privately owned. Bolder is present in 18 countries across Asia, EMEA and the Americas. 

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