Understanding the Major Commodity Trading Advisor: A Legal Overview

Definition & Meaning

A major commodity trading advisor is a type of financial professional who manages investments in commodity interests, such as futures and options. Specifically, this term refers to a commodity trading advisor that is allocated or is expected to be allocated at least ten percent of a commodity pool's funds for trading. The allocation percentage is determined by the agreement between the commodity pool operator and the trading advisor, based on the total assets available for trading or the net assets of the pool at the time of allocation.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A hedge fund operates as a commodity pool and allocates $1 million to a major commodity trading advisor. Since this amount represents ten percent of the total pool assets, the advisor qualifies as a major commodity trading advisor.

Example 2: A commodity trading firm manages a pool with $5 million in total assets. If they allocate $600,000 to a specific trading advisor, this advisor does not meet the threshold to be considered a major commodity trading advisor. (hypothetical example)

Comparison with related terms

Term Definition Key Difference
Commodity Trading Advisor A professional who provides advice on trading commodity interests. Major commodity trading advisors manage a larger allocation of funds (10% or more).
Commodity Pool Operator An entity that operates a commodity pool and solicits funds from investors. Commodity pool operators manage the overall pool, while major commodity trading advisors manage specific allocations.

What to do if this term applies to you

If you are considering working with a major commodity trading advisor, ensure you understand the terms of your investment and the advisor's role. It may be beneficial to use legal form templates from US Legal Forms to draft agreements or disclosures. If your situation is complex, consulting with a legal professional is advisable to ensure compliance with all regulations.

Quick facts

  • Minimum allocation: 10% of a commodity pool's funds
  • Regulating body: Commodity Futures Trading Commission (CFTC)
  • Key role: Manage investments in commodity interests

Key takeaways

Frequently asked questions

A major commodity trading advisor specifically manages at least ten percent of a commodity pool's funds, while a general commodity trading advisor may not meet this threshold.