Practice

Investment Funds: Investor Representation

Informed market perspective

Our investment funds attorneys work with institutional and private investors and advise on a number of financial vehicles. Our clients include global private funds, government pension funds, U.S. and foreign insurance companies, university endowments and many more. 

We have a deep understanding of the interests of investors and fund managers, and we strive to align their interests in a manner that will drive returns. We review 100+ private funds, managed account agreements and other investment products for our investor clients, every year. This gives us tremendous insights to the global markets. Our attorneys are well-positioned to advise on business, economic, legal and tax issues. The variety of funds and other vehicles with which we consistently work brings significant value to our clients around the world. 
 
Our attorneys tailor their work to fit each client’s goals. We advise large institutional seed or anchor investors in bespoke, club deal and/or “new concept” investment products. We are involved in their entire investment process and we work closely to develop the ideal structure and negotiate the terms of the investment. Other clients prefer a high-level review of potential investments, in which we present items of material concern. The majority of our private fund investor clients fall in the middle. For these clients we review the full set of fund materials and advise on the key terms of the fund. We also analyze the tax and ERISA issues and any other special issues raised by the particular client’s status. We often negotiate changes to the fund’s governing documents and side letter agreements with the fund’s manager, and complete the client’s subscription documents.

Areas of Focus

We advise clients on a wide variety of investments in private funds, funds of one and managed accounts. These asset classes include:
  • agriculture
  • buyout
  • cleantech + energy
  • credit opportunities
  • distressed debt
  • energy
  • forestry
  • hedge
  • infrastructure
  • litigation finance
  • lending participation and/or origination
  • long-only
  • mezzanine finance
  • natural resources
  • private equity
  • real estate
  • royalty streams
  • special situations
  • tangible assets
  • venture capital