Why Us

Overview

Whether its a hedge or private equity fund start-ups, venture capital or adviser formation, reorganization, augmentation, we provide a high level of collaborative legal and business matter support across the alternative asset manager universe. Substantial experience and expertise by industry veterans advising the spectrum of strategies (conventional to niche), investors and structures for more than two decades.

What sets us apart

No one business model fits all so we focus on each private fund manager's particular short and long-term goals to create both a bespoke (not cookie cutter) and viable fund formation offering structure tailored to both a client's specific target investor(s) (high net worth, family office, institutions), strategy, return profile and assets under management. As a boutique law firm without big law firm overhead, we offer a viable client alternative without sacrificing a high level of expertise to improve a client's alpha and the likelihood of long terms business success.

Clients benefit from our deep and broad expertise

• Clients seek scalable, solutions while navigating market complexity. With extensive experience across fund formation, fund operations (front to back office) regulatory framework, marketing, investor solicitation, build out, we offer a perspective shaped by our partners extensive in-house and public sector experience.

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

Why us

• A boutique law firm without big law firm overhead to offer a viable alternative without sacrificing high level of expertise
• 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.