“The fund targets accredited investors with a minimum investment of $500,000 and is structured around a straightforward “buy and hold” strategy. Assets are held securely through institutional-grade custodians, with public wallet transparency and monthly withdrawal access”
“This fund marks a first in the U.S.—a fully SEC-compliant, institutional-grade Bitcoin vehicle that leverages federal Opportunity Zone (OZ) law to bypass long-term capital gains taxes entirely. Investors who roll over recent capital gains into the Pearl Bitcoin Fund can defer taxes until 2026 and, if they hold the investment for at least 10 years, exit completely tax-free.”
“Big news is shaking up the world of digital asset investing! A U.S.-based firm, The Pearl Fund, has just launched a significant Bitcoin investment fund. What makes this fund particularly noteworthy isn’t just its substantial size – a hefty $500 million – but the unique strategy it employs to offer potentially massive tax advantages to investors. If you’re an accredited investor looking at Bitcoin investing, this development is definitely worth your attention.”
“The Pearl Bitcoin Fund LLC (the “Fund”), one of the nation’s first Bitcoin investment vehicles that aims to eliminate long-term capital gains taxes on Bitcoin, today announced the appointment of HC Global as its fund administrator. HC Global, which oversees $40 billion in assets under administration, will provide independent oversight of the Fund’s financial reporting, investor onboarding, and several compliance functions”
“The Fund is managed by The Pearl Fund Management Company (the “Firm”) and led by Managing Partner Brian P. Phillips. The Fund combines tax advantages of Opportunity Zone (OZ) investing with the growth potential of Bitcoin. Its innovative structure aims to help accredited investors eliminate long-term capital gains taxes after a 10-year hold period—something not available from Bitcoin ETFs or traditional digital asset funds..”
“Pearl BTC solves a problem for Bitcoin investors: the tax burden when selling appreciated Bitcoin. And with the fund, investors who have recently realized capital gains can invest those gains into the Fund and defer taxes until 2026. The key benefit comes after holding for 10 years as investors can then withdraw their investment growth completely tax-free, something no other Bitcoin investment option offers, including the new Bitcoin ETFs.
The Fund’s Bitcoin investment holdings are audited and backed by institutional custodians. And the Fund’s regulatory compliance program provides investors with the security and transparency needed for confident long-term Bitcoin investment..”
“Pearl BTC tackles the tax burden of selling appreciated Bitcoin. Investors with recent capital gains can defer taxes until 2026 by investing in the fund, with the primary advantage being tax-free withdrawal of investment growth after 10 years—a benefit unmatched by other Bitcoin investment options, including Bitcoin ETFs, according to the firm.”
“Investor confidence is central to everything we are building,” said Phillips. “HC Global’s role ensures that a trusted institutional partner independently verifies every subscription, engages in net asset value (“NAV”) calculations, and provides an array of compliance checks. For serious Bitcoin investors seeking secure, tax-advantaged growth, this represents a level of professionalism and transparency unmatched in the market.”