Asset Managers and Private Funds

We bring over twenty years’ experience to our practice of advising established and emerging asset managers on all aspects of their advisory and private funds businesses.

Asset Managers and Private Funds

We bring over twenty years’ experience to our practice of advising established and emerging asset managers on all aspects of their advisory and private funds businesses.

Whether you need assistance with forming an investment adviser, launching a private fund or negotiating an investment management agreement, we can assist in a timely and cost-efficient manner. With our deep experience structuring and advising U.S. and non-U.S. funds and their advisers, we can advise on all stages of the process from structuring/formation to negotiating service provider agreements to marketing the funds within and outside the United States.

We also advise clients on SEC and CFTC registrations and exemptions, as well as on related regulatory matters. In addition, we provide corporate advisory services to the entities that serve as the funds’ General Partner and Investment Manager.

Services

Advising on all aspects of private fund formation, launch, marketing and distribution matters

Drafting and updating private placement memoranda and related agreements

Negotiating service provider agreements with administrators, custodians and prime brokers

Advising investment advisers on SEC and CFTC registration requirements, applicable exemptions and compliance matters

Drafting and negotiating investment management agreements and sub-advisory agreements

Drafting operating agreements for general partner and investment manager entities

Family Offices and Investor Services

We assist family offices, institutional investors and individual investors with the often-daunting task of reviewing and understanding investment materials. We highlight any off-market investment terms, negotiate side letters and assist investors with completing subscription materials.

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General Corporate and Business Law

We advise businesses of all sizes and in assorted industries on day-to-day legal, governance and compliance matters. We consider our clients’ business goals side-by-side with the legal and practical implications. Our experience includes drafting terms of service agreements, operating agreements and independent contractor/consulting agreements.

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We can help meet your legal needs