We advise experienced and emerging asset managers and private funds on a multitude of legal, regulatory and compliance matters, such as fund formation, investment adviser registration and marketing.
Negotiating IMAs and Side Letters
Negotiating Distribution and
Drafting and reviewing Private
Placement Memoranda and LPAs
Private Fund Liquidations
Reviewing firm templates such
as IMAs, PPMs and NDAs
Conducting investment review/due
diligence for funds of funds/PE investors
Advising on SEC, CFTC,
FINTRA registrations and
related regulatory matters
Family Offices and Investors
We assist family offices, institutional and individual investors with the often-daunting task of reviewing and understanding investment materials as well as negotiating side letters in connection with their investments.