Bringing new investments to market means navigating a maze of regulatory requirements, investor expectations, and structural complexity. With years of experience clearing the legal hurdles of launching new, often innovative, funds, we can help you expand your product offerings in creative, cost-effective ways.

What we do

We advise on all aspects of private fund and investment product formation, serving as counsel to issuers, boards, and advisory committees. Our clients range from first-time sponsors to established institutional managers expanding their product lines.  

We are particularly adept at working with first-time fund managers who are starting small (relatively) but who are setting in place the building blocks to grow into a full-service multi-fund family.

Our attorneys specialize in:

  • Structuring private equity funds, hedge funds, and real estate investment funds 
  • Collective investment trusts (CITs) and non-depository trust company (NDTC) products 
  • Fund compliance program design and oversight 
  • Investment adviser counsel 
  • Regulatory filings and disclosure strategy 
  • Service provider negotiation and oversight 
  • Cross-border considerations for fund sponsors 

Why choose us

Our knowledge of funds and investment products, experience and insight into the regulatory world, and broader financial services expertise enable us to play a unique role in a fund manager’s kitchen cabinet of advisors: We can help engineer new funds or strategies for both maximum commercial viability and compliance.