We don’t just advise private funds – we strategically build them, support them and propel them forward. Our team has substantial experience guiding private funds throughout the entire fund lifecycle in a variety of asset classes, including venture capital funds, private equity funds, hedge funds, real estate funds and credit funds.
We create an overall framework that is designed to fit your current needs and operates as the foundation to achieve your long-term vision, which is done through the structuring of your private fund offering, management entities, and fee and incentive arrangements. During fundraising, we provide support to position you for a successful and efficient capital raise by advising you on creating marketing strategies, navigating investor expectations and negotiating with investors.
Once operational, our team will advise you on the full range of transactions that you can pursue within your investment strategy by assisting with conducting due diligence, structuring the investments, negotiating term sheets and definitive documentation and navigating regulatory requirements. As your fund matures, we guide you through the complex legal and regulatory considerations involved in returning funds to your investors and completing the fund lifecycle by assisting you with managing the investment exit-timing and navigating investors’ interests.
We also guide investment managers through every step of their regulatory journey, from determining registration obligations to preparing and filing of the Form ADV (and maintaining compliance) for both exempt reporting advisers and investment advisers registered with a state or the Securities and Exchange Commission. Once we have determined your registration requirements, we align disclosures across all of your private fund offering documents and marketing materials. On an ongoing basis, we manage the filing of your Form ADV annual amendment, as well as any material amendments that are required throughout the year.
We work closely with your team to provide innovative solutions and advice to help you achieve your goals.
Team Members
