private indiviual investor

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apn

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How risky is it to join and work together with a private individual investor whose assets are in 9 digits. I am particularly concerned as there is no organization structure and everything is informal but the pay is good. they have been in the business for a long time and generated good returns. but again you dont know as there is no public record. i am also concerned on my visa issues. Any thoughts and suggestions ? need some help here ..
 
9 digits is the hundreds of m$. I've heard of people working for/advising families with that sort of money. Some get into a lot of private equity.

However tricky question to answer as you clearly cannot be that specific.

You mention visa issues but not what sort of issues - needed to start work or?

Risk to you? Do you have job at present? Single or family responsibilities?

Are you experienced at the job you are likely to be required to do, or will it be a learning curve?

You say lacks structure but you must have learnt something about how they work, who you would work with, report to etc.

What sort of investments have they made, where, and what are they looking to do?

You suggest they have a long record, if so there must be someway you can check out the individual(assuming you know who they are- and that is important), possibly even on the internet if they have that sort of money.

Try it and let us know where it takes you even if you have to report back selectively.

A Funny thing happened on the way to the Forum....
 
Hi CFAresolve,

i myself dont have much information on this individual. Searching for the name on web doesnt yield much info either as there is no public record on any of them.

Firstly i have a valid work visa so i need to just transfer. but another issue is my labor certification for greencard just got cleared in the existing org n if i change i have to do the entire thing again.

second , the risk is what if the individual decides to close shop either thru gifting money or something happens to this individual as the person is old though not very old

third on experience, this person makes all the decision, i would need more clarity on the my role to determine if I will learn anything new.

the reporting is to this person, its just a 4 person shop plus they say they have an affiliation with another bigger family office which is bigtime into the market.

on their investments, they do everything frm hedge funds, to private equity to commodities.

further 2 managers have left this org recently to start their own funds, maybe i need to get their names and speak to them.

i have another meeting with this individual and i definitely need much more info to make any conclusions.

let me know what should i specifically ask and dig to find out what they are upto?

thanks
 
you google his name and can't find it? that's very strange if he has that kind of money. the key to that type of relationship is that you need to get along with the principal very well. if you don't like the guy who has most the money don't take the job.
 
I agree with Cosmo's sentiments - it seems to me that you ought to show interest but find out much more.

Is he/she a US citizen and/or it all offshore?

Source of money? Legit (hopefully forthcoming) or ?

Not unreasonable to want to talk to recently departed fund managers if they have started their own funds. & Would you be replacing them?

How about meeting the other employees without your potential employer present.

Who the "big time" family office affiliation is with?

Unfortunately(from the UK) I am not familiar with ways of tracking down Directorships, shareholdings in the USA(I presume it is there) but there must be sources unless this individual is very secretive as to how their activities are organised.

One could go on but you ought to be able to yourself access what info you need to make your own decision.
 
I wouldn't do it unless it was for someone in my family...
 
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