Launching a fund or its investment adviser means navigating strategy, structure, regulatory and business decisions that compound over the life of the firm — get them wrong early and they're expensive to unwind later. We guide asset managers through the full fund or firm formation process, advisory firm build-out or the support of hedge funds, private equity funds or family offices.

Fund & Firm Formation Is Where the Relationship Continues Not Where It Ends.

Founded to give private fund managers and their advisory firms something other law firms can't: partner-level private fund attorneys who have actually worked inside emerging to global asset management firms — not just solely advised from the outside with more than three decades of fund formation and build out expertise advising the spectrum of assert managers and strategies.

Who this is for.

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

Other law firms may take a micro cookie cutter approach to offset cost without taking into consideration the macro issues that impact a firm’s short and long-term goals and seek to move on to the next client sacrificing quality and increasing legal and business risk. Unlike those firms, we are equipped with the experience and skill set to provide pro-active support to both the micro and macro issues during the critical investor offering document process tailored to strategy, teams and peoples and beyond with ongoing collaboration at a high level across the fund manager enterprise working with clients well past the first close.

Why fund managers start here with us.

Because we’re boutique, you get partner-level attorneys no associate hand offs. Every professional on our team brings decades of combined corporate, securities law and business matter expertise and experience across emerging hedge funds to complex global institutional asset managers.

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

No commoditized templates — every governing structure and offering is built around your specific target investor (high-net-worth, family office, or institution), strategy, teams and people to avoid cash burn and regulatory pit falls.

What we handle:

• Offering documentation tailored to your strategy, team, and target investors
• Registered and exempt commodity trading or investment adviser set-up, including trading structure and counterparty arrangements across hedge funds, private equity, family offices
• 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