Navigating the myriad of documents required to form and launch a fund is a daunting task which requires expertise and guidance.
In each engagement, our goal is to enable our client’s success by providing expert legal support and personalized service to meet objectives, including representation of sponsors forming new private investment vehicles. We have extensive experience in fund formation, investor negotiations, vendor contracts, and day-to-day fund operations. We can meet the legal needs of investment fund sponsors in various transactions, from complex structuring to revisions and limited partner commitments.
Take the lead in preparing all required documentation or drive process with outside law firm
Draft and negotiate side letters with incoming investors.
Advise on fund structuring and formation for domestic and offshore hedge funds, including multi-class/series funds and master/feeder funds
Prepare, review and/or amend fund documentation, including term sheets
Preparation of ancillary documents for the manager, such as non-disclosure agreements and authorized signatory lists
Review and negotiate all trading documentation, PB, ISDA, futures, cleared swaps, etc.
Review and negotiate all vendor contracts, including administration agreement, software agreements and engagement letters.
60 East 42nd Street
Suite 4600
New York, NY 10165
