Fund Formation

Our investment funds legal team specializes in the formation of private investment funds and the representation of their associated management companies and general partners.

While our fund formation lawyers predominantly represent the investment manager or general partner, we also often assist other market participants that serve integral functions in the private investment funds ecosystem. This includes seed, anchor, and strategic investors, funds of funds, co-investors, and placement agents.

Our team has significant experience in the formation and management of substantially all types of private investment funds organized in the leading U.S. and non-U.S. jurisdictions.

We have a particular focus on new managers and have assisted many of them in establishing management companies and successfully launching private investment funds and multiple successor funds.  We are also a preeminent firm in the area of real estate investment trust (REIT) formation and governance, and regularly assist real estate fund managers in establishing, administering, restructuring, and liquidating REITs.

Our clients also include independent and joint venture boutiques, large financial advisory firms, established private equity and venture capital fund managers, multi-strategy investment management firms, and investment banks.

Our most recent experience has been with private investment fund managers with the following strategies:

  • Venture capital
  • Buyout and other private equity
  • Real estate acquisitions
  • Real estate development
  • Real estate credit
  • Digital assets
  • Long/short hedge
  • Funds of funds
  • Co-investment

Because we are a national, full-service law firm, the resources our team provides can be tailored to address the array of needs and workstreams facing investment fund managers, including:

  • Upstream ownership structuring and governance
  • Tax planning
  • REIT formation, governance, compliance, restructuring, and liquidation
  • ERISA plan management
  • Management company and carried interest succession planning and liquidity events
  • Portfolio recapitalizations and financings
  • Working capital line financings
  • Fund investment rollovers and secondary investments
  • Regulatory and compliance
  • SEC enforcement