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.

Get to know our legal services

Draft PPM / OM

Take the lead in preparing all required documentation or drive process with outside law firm

Draft and negotiate side letters with incoming investors.

Legal entity formation

Advise on fund structuring and formation for domestic and offshore hedge funds, including multi-class/series funds and master/feeder funds

Documentation

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.

Third-party Contracts

Review and negotiate all vendor contracts, including administration agreement, software agreements and engagement letters.

Our solutions brings several advantages

Cost Efficiency

Flexibility

Strategic Insight

All legal services necessary to create, operate and maintain private fund vehicles and investment offerings. 

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.

Flexible, Cost-effective Legal Services

Fund Formation

Advise on fund structuring and formation for domestic and offshore hedge funds, including multi-class/series funds and master/feeder funds.

Side Letter and Fund Documents

Draft and negotiate side letters with incoming investors. Prepare,review and/or amend fund documentation, including term sheets.

Vendor Contracts and Ancillary Documents

Review and negotiate all vendor contracts, including administration agreement, software agreements and engagement letters. Preparation of ancillary documents for the manager, such as non-disclosure agreements and authorized signatory lists.

Flexible, Cost-effective Legal Services

Fund Formation

Advise on fund structuring and formation for domestic and offshore hedge funds, including multi-class/series funds and master/feeder funds.

Side Letter and Fund Documents

Draft and negotiate side letters with incoming investors. Prepare,review and/or amend fund documentation, including term sheets.

Vendor Contracts and Ancillary Documents

Review and negotiate all vendor contracts, including administration agreement, software agreements and engagement letters. Preparation of ancillary documents for the manager, such as non-disclosure agreements and authorized signatory lists.