Trusted Investment Management Legal Counse

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http://capitalfundlawgroup.com/
When forming an investment fund, there is no substitute for industry knowledge, experience and regulatory expertise. Our legal team includes attorneys with experience in some of the world’s largest law firms in top investment fund practices.

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Trusted Investment Management Legal Counse

  1. 1. When forming an investment fund, there is no substitute for industry knowledge, experience and regulatory expertise. Our legal team includes attorneys with experience in some of the world’s largest law firms in top investment fund practices. Hedge Funds Capital Fund Law Group advises emerging and established hedge fund managers on all aspects of fund formation and ongoing operations. Our attorneys have spent their legal careers structuring domestic and offshore hedge funds in a wide variety of asset classes and investment strategies.
  2. 2. Flat-Fee Hedge Fund Formation Our investment fund legal services include start-to-finish counsel with all aspects of launching a domestic or offshore hedge fund. Our services include structuring the offering terms, preparation of the disclosure documents and agreements, filing the federal Form D, and assisting with investment adviser registration, as well as ongoing regulatory compliance. Capital Fund Law Group advises hedge funds of all investment strategies and asset classes, including: long/short equity, fixed-income, managed futures, event- driven, multi-strategy, quantitative, and sector funds (including health care, technology, energy, and others). Our domestic hedge funds services include: Entity classification and jurisdiction selection. Structuring the terms of the fund offering, including fee structures, withdrawal procedures, valuation determinations, and addressing risk factors. Drafting of the fund’s organizational and offering documents, which include a private placement memorandum, subscription documents, operating agreements, limited partnership agreements, articles or certificates of organization and incorporation. Drafting and filing federal Form D and related state “blue sky” filings. Preparing investment management agreements between investment manager and the fund. Advising on selection of auditors, brokers, and fund administrators. Negotiating and drafting side letters, amendments, or other additional documents necessary to facilitate the needs of large investors. Updating managers on federal securities laws changes. Counseling, preparing and reviewing SEC and state investment advisor registration documents.
  3. 3. Private Equity Fund Our attorneys advise fund sponsors on all aspects of organization, domicile selection, exemption from registration, and fee and compensation structures. We provide our clients with in-depth understanding of market terms to assist them in successfully negotiating balanced and attractive terms with investors. Capital Fund Law Group serves clients throughout a private equity fund’s life cycle, including fund structuring, formation and management, and deployment of capital. Our attorneys have advised fund sponsors in the formation of private investment funds in every major sector of the industry-including private equity funds, real estate funds, sector funds, and funds-of-funds. Our private equity fund services include: Entity classification and jurisdiction selection. Advising private equity managers about the key components of an offering, including fee structures withdrawal procedures, valuation determinations, and addressing risk factors Counseling fund managers in investor suitability requirements. Drafting of the private equity fund’s organizational and offering documents, which include a private placement memorandum, subscription documents, operating agreements, limited partnership agreements, articles or certificates of organization and incorporation. Drafting and filing federal Form D and related state “blue sky” filings. Preparing investment management agreements between investment managers and the fund. Advising on selection of auditors, brokers, and fund administrators. Negotiating and drafting side letters, amendments, or other additional documents necessary to facilitate the needs of large investors. Updating managers on federal securities laws changes. Counseling, preparing and reviewing SEC and State investment advisor registration documents. Advising managers on the fund tax issues and structures that are tax efficient based on the needs of the manager, general partner, or other key personnel.
  4. 4. Incubator Funds Capital Fund Law Group provides comprehensive incubator fund formation services. An incubator fund provides a cost-effective solution for new managers to develop a marketable trading record and test performance before launching a fully operative fund. Incubator funds also allows a fund sponsor to build a real-time track record, and its own funds in the name of the fund entity that will ultimately be used as the completed hedge fund. Our incubator fund services include: Counseling the fund manager on registration requirements, exemptions, and other state law issues. Assist in developing the structure of the fund; including, compensation fees, entity and jurisdictional selection, withdrawal procedures, and valuation determinations. Coordinating and establishing relationships with third party service providers. Call Us: (801) 456-3620 Email Us: info@capitalfundlaw.com http://capitalfundlawgroup.com/

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