Legal Excellence
We provide comprehensive legal services for investment fund formation, offering transparent pricing and efficient execution for emerging and established fund managers.
Complete fund structuring and documentation with fixed-fee pricing. Launch your fund in 2-8 weeks.
Navigate SEC and state regulations with confidence. Full compliance support from formation through operations.
Ongoing legal support for fund operations, LP negotiations, and strategic transactions.
Schedule a confidential consultation to discuss your fund formation needs. We'll provide transparent pricing and a clear timeline for your launch.
Latest Insights
The GENIUS Act establishes comprehensive federal regulation for stablecoins. Learn how this landmark legislation affects private fund managers and their digital asset strategies.
Navigate the complex landscape of state investment adviser exemptions with this detailed state-by-state guide covering registration requirements, exemptions, and compliance obligations for private fund advisers.
A guide to the venture capital fund adviser exemption under the Investment Advisers Act, which allows certain fund advisers to avoid SEC registration without an assets under management (AUM) cap. Learn what constitutes a 'venture capital fund' and the requirements for advisers.
Understanding the key differences between Rule 506(b) and Rule 506(c) is crucial for fund managers. Learn which exemption best fits your capital raising strategy and investor base.
Our Practice
Comprehensive legal services across securities, tax, and corporate law to support every aspect of your fund's formation and operations.
Navigate complex securities regulations with confidence. We provide expert guidance on fund offerings, regulatory compliance, and investor relations.
Optimize your fund's tax structure from inception. We design tax-efficient structures that maximize returns for both managers and investors.
Build a solid legal foundation for your fund. From entity formation to ongoing governance, we ensure your operations run smoothly.
Form ADV & PF Filing
SPV/SPE Formation
LP Transfers & Amendments
Cross-Border Structuring
Fund Formation Process
Initial consultation to understand your fund's objectives, target investors, and strategic goals. We assess mutual fit and provide transparent flat-fee pricing based on your specific requirements.
Comprehensive working session to finalize fund economics, governance structure, and key terms. Our experienced team guides you through market-standard provisions while accommodating your unique requirements.
Preparation of complete fund documentation suite including Limited Partnership Agreement, Private Placement Memorandum, subscription documents, and management company agreements. All documents are tailored to your specific structure.
Strategic support throughout anchor investor negotiations. We help you navigate side letter requests while maintaining fund economics and operational flexibility.
Coordination of all closing procedures including regulatory filings, entity formations, and investor onboarding. We ensure a smooth launch with all compliance requirements satisfied.
Complete process typically concludes within 2-8 weeks