“Fund and firm formation and build out for emerging and established managers”

Fund & Firm Formation for Emerging and Established managers

Launching a fund means navigating strategy, structure, tax, and regulatory decisions that compound over the life of the fund — get them wrong early and they're expensive to unwind later. We guide managers through the full formation process, from entity selection through your first close. Whether you're a first-time manager ready to start a fund, or an established hedge fund, private equity firm, or venture capital manager restructuring or launching a new strategy, we provide hands-on legal and business support shaped by more than two decades advising the full range of strategies, investors, and structures.

Who this is for.

First-time managers launching a standalone fund, as well as established managers restructuring or expanding into new strategies. We've advised pioneer portfolio managers launching their first vehicle through to institutional platforms managing offshore master-feeder structures.

Why fund managers start here with us.

Because we’re boutique, you get partner-level attorneys — not associates — without big-law billing rates. Every professional on our team brings decades of combined in-house and outside counsel experience across emerging hedge funds and complex global institutional asset managers.

What we handle:

  • Offering documentation tailored to your strategy, team, and target investors
  • SEC-registered and exempt adviser set-up, including trading structure and counterparty arrangements
  • State and federal marketing/solicitation compliance — blue-sky filings, issuer-agent registration, and available exemptions
  • Front-, middle-, and back-office operational frameworks built to SEC-ready standards
  • Onshore, offshore, and master-feeder structuring, including counterparty selection to control cost
  • Counterparty set-up across fund administrators, accountants, auditors, custodians, and prime brokers — leveraging existing relationships to reduce client cost

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