What is a Multi-Advisor Pool? Legal Insights and Definitions

Definition & Meaning

A multi-advisor pool is an investment structure that allows multiple commodity trading advisors to manage funds collectively. In this type of pool, no single advisor can control more than twenty-five percent of the total funds available for trading. Additionally, if the pool invests in other pools, no more than twenty-five percent of the pool's net asset value can be allocated to any single investee pool. This structure aims to diversify investment strategies and reduce risk by spreading funds across various advisors and strategies.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: A multi-advisor pool might consist of four different commodity trading advisors, each managing a distinct trading strategy. Each advisor is allocated twenty-five percent of the total investment funds, ensuring a balanced approach.

Example 2: A multi-advisor pool invests in various commodity markets, with no more than twenty-five percent of its total assets invested in any single market or strategy (hypothetical example).

Comparison with related terms

Term Definition Key Differences
Commodity Pool A collective investment vehicle that pools funds from multiple investors. A multi-advisor pool specifically limits advisor allocation to enhance diversification.
Commodity Trading Advisor An individual or firm that provides advice on commodity trading. Multi-advisor pools involve multiple advisors, while a commodity trading advisor typically refers to a single entity.

What to do if this term applies to you

If you are considering investing in a multi-advisor pool, ensure you understand the allocation limits and the strategies employed by each advisor. It may be beneficial to consult with a financial advisor or legal professional to navigate the complexities of such investments. Additionally, you can explore US Legal Forms for templates and resources to help manage your investment documentation.

Quick facts

Attribute Details
Maximum Advisor Allocation Twenty-five percent
Maximum Investee Pool Allocation Twenty-five percent
Regulatory Body Commodity Futures Trading Commission (CFTC)

Key takeaways

Frequently asked questions

A multi-advisor pool is an investment structure where multiple commodity trading advisors manage funds, with strict limits on individual allocations.