Private Funds, Hedge Funds & Alternative Investments

We work collaboratively with our colleagues to offer expertise in other specialized areas, including:

• tax
• derivatives
• banking
• securities litigation
• pensions
• insurance
• securities registrant regulation and compliance

We provide the necessary securities, banking and tax advice to launch your business and/or structure a new hedge fund, pooled fund, private equity fund or other alternative investment product.

Our services include:

• advising on the structuring of the fund manager and obtaining all necessary registrations and licensing
• structuring hedge funds, pooled funds, private equity funds and other alternative investment products, including preparing tailoreddocuments such as trust agreements, limited partnership agreements and articles of incorporation
• advising on the terms of offering and meeting all regulatory requirements, including access to the dealer distribution network (e.g., through FundSERV Inc.)
• drafting and/or reviewing offering documents and continuous disclosure filings, including offering memoranda, prospectuses, term sheets and marketing materials
• obtaining required regulatory relief from regulatory restrictions where necessary to allow you to operate your fund product and your business as desired
• drafting and/or negotiating management agreements, subscription agreements, prime brokerage agreements, derivative documentation and other material contracts
• assisting with diverse legal, regulatory and compliance matters relating to fund management, operations and administration, sales and marketing
• assisting with structuring and offering fund products, from initial establishment of compliance and operational systems to ongoing operations and continued product development
• working closely with local counsel in off-shore jurisdictions to provide tailored advice and recommendations