Investment Funds

One-stop legal counsel across all phases of the commercial lifecycle.

Our Scope

Our lawyers are trusted advisers to all types of investment funds operating at all phases of the commercial lifecycle. Our expansive legal services range from fund formation to transactional guidance, regulatory compliance, agency investigations, dispute resolution, and litigation. As one-stop legal counsel for the investment funds market, our reach extends around the globe and our know-how stretches across all asset classes.

We practice at the forefront of SEC rule compliance, climate legislation adaptation, and private credit opportunities, as well as advising on recession concerns and portfolio optimization amid market volatility. From geopolitical uncertainties to AI-driven market shifts, we deliver tactical, actionable legal solutions that help our fund finance clients maximize ROI across evolving financial habitats.

Our clientele spans hedge, registered, venture capital, real estate, specialized, secondary market, credit, closed-end, interval, sovereign wealth, and government and global pension funds. We also represent clients involved in variable insurance products, ERISA and Taft-Hartley plans, and endowments and foundations, as well as insurance companies, collective investment trusts, and commodities pools. We advise on:

Fund formation
Regulatory compliance
New product development
Cross-border transactions
Strategic arrangements
Primary, co-investments, and secondary investments
Insolvency events
Dispute resolution & litigation

Areas of Focus

We advise on wealth management solutions, risk mitigation, and AI integration for hedge, private equity, private credit, and real estate funds. We help clients across a variety of markets to amplify returns in the United States and beyond.

Fund structuring and regulatory compliance
Investment strategy and portfolio management
Risk assessment and mitigation strategies
Investor relations and reporting
Tax optimization and financial structuring

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Our team guides mutual funds, exchange-traded funds (ETFs), and business development companies through AI-driven scrutiny and geopolitical flux. We focus on shielding portfolios from risk to empower clients to flourish amid regulatory change and uncertainty.

SEC compliance and regulatory reporting
Fund structuring and product innovation
Risk management and portfolio optimization
ESG integration and impact investing strategies
Cybersecurity and data privacy compliance

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We guide sovereign wealth funds and pension and US government investors through a range of investing initiatives and related matters, making us one of the most comprehensive institutional investor legal practices in the industry.

Fund investments across various asset classes
Transaction structuring and investment strategies
Collaborative investment approaches
Legal and compliance considerations
ESG factors in institutional investing

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Our fund transactions team excels at guiding clients through intricate mergers, acquisitions, and secondary transactions. We leverage our deep industry knowledge to maximize client value and minimize the risks associated with fund-related deals.

Due diligence and valuation analysis for target companies
Investment management transactions
Secondary market transactions and portfolio restructuring
Regulatory compliance and antitrust considerations
Cross-border transactions of all sizes and levels of complexity

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Our transactional, structuring, and regulatory teams seamlessly partner with our litigators to negotiate, mitigate, arbitrate, litigate, and resolve all kinds of disputes for fund clients. We provide strategic advocacy across all stages of fund-related conflict.