Why Us

Fund 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.

What we handle.

Offering documentation tailored to your strategy, team, and target investors

Who this is for.

First-time managers launching a standalone fund, as well as established managers restructuring or expanding into new strategies.

Why fund managers start here with us.

We've worked with pioneer portfolio managers through well-established firms, both U.S. and offshore.

Pre-launch – start up fund formation, emerging or established private fund formation expertise

• Top tier offering documentation tailored to strategy, marketing, teams, people
• Private to SEC registered advisory expertise (set-up, trading structures, counter-parties)
• SEC registered or exempt investment or commodity trading advisers
• State and federal fund offering-marketing solicitation management (securities law expertise) across blue-sky law, issuer-agent, state and federal exemptions and filings
• Best practices, SEC ready or benchmark regulatory framework expertise across front, middle and back office trade operations
• Counter-party set-up and the leverage of our resources and relationships to curb client cost across fund administrators, accountants, auditors, IT, custodians, prime brokers, introducing brokers, portfolio trading, risk management

Launch a Fund. Build Out and Grow a Fund:

• Deep history working with start-ups to well established private fund managers to improve the likelihood of long terms business success
• We have worked with pioneer portfolio managers to well established firms (U.S. and Offshore)
• Professionals with extensive industry knowledge negotiating complex investors, platforms, counter-parties, seed investors, sub-advisory relationships.
• Business strategy guidance, execution or support to meet short and long term objectives with think out of the box solutions to problems.
• Our partners broad skill set, real world business experience and relationships facilitate for clients: (i) expansion of target investor base from a high net worth, family offices or institutional; (ii) separate clients from the pack; and (ii) increase the likely-hood of long-term business success.1
• Partner level professionals work closely with each client (not junior associates) no matter scope to add value and make change happen.