Our team has significant experience with private investment fund formation as we advise general partners and institutional investors in connection with the formation of venture capital, real estate, buyout and other private equity funds and hedge funds. Our experience spans formation of domestic and foreign private equity funds and funds-of-funds, and mutual funds.
We advise fund sponsors on formation, ongoing fund operations, upper-tier planning and regulatory compliance issues. This includes advising investment advisers and investment funds—both private and registered—on securities law, capital formation, acquisitions and dispositions of portfolio investments, SEC registration and compliance, negotiation of investor rights, and investment due diligence and analysis. We also advise institutional investors on private fund investments and compliance and investment advisers and managers on general business matters, such as employment issues, estate planning, litigation, intellectual property and other needs integral to fund operations and investments.
- Domestic and foreign private equity funds
- Buyout funds
- Real estate investment funds
- Venture capital funds
- Hedge funds
- Angel funds
- Institutional investors and family offices
- Investment advisers and managers
We help investment managers navigate increasing regulatory scrutiny both in the U.S. and abroad, including new requirements related to Dodd-Frank pertaining to SEC registration and reporting. We also advise on tax, ERISA and CFTC registrations for fund managers. We’re closely following continuing SEC regulatory developments concerning private investment funds, including collection of fees and allocation of expenses, and how they might impact future business operations for investment funds and considerations for institutional and family office investors.
We provide strategic, tax-efficient structuring and financing advice in compliance with all regulatory frameworks and ongoing support for fund operations and execution of exit strategies for fund managers and institutional investors.