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Trusted Investment Management Legal Counse

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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. – PowerPoint PPT presentation

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Title: Trusted Investment Management Legal Counse


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 worlds
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
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 funds
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
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 funds
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 funds 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
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_at_capitalfundlaw.com http//capitalfundlawgroup
.com/
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