alternative investment management

T&L’s lawyers are skilled in all aspects of the creation, structuring and distribution of alternative investment products including hedge funds, private equity funds, venture capital funds, mutual funds, commodity pools and real estate development funds.  We understand the constantly evolving regulatory environment, and we draw upon our collective experience in interpreting and applying partnership, corporate, securities, and finance law to achieve every client objective.

From initial organization and funding, through managing extraordinary growth – we work closely with our clients to design not only the most appropriate and suitable fund structure, but to ensure that fund terms comport with asset class and investment strategy.  Our clients find our founding attorneys’ unique understanding of financial markets, instruments and products enable T&L to provide them with legal advice that is based on business practice, not just legal theory.

We help clients understand and navigate relationships between fund managers, administrators, investors and custodians – in addition to the complex regulatory, operational and legal issues faced by fund managers and investors.

The experience of the firm’s founding partners, as well as our key relationships with prime brokers, placement agents, administrators, auditors, consultants, capital providers, investors, and other industry players, sets our firm apart from others who offer legal services to the alternative investment management industry.

Selected Alternative Investment Management Services:
  • Hedge fund formation & structuring (domestic & offshore)
  • Private equity / venture capital fund formation & structuring (domestic & offshore)
  • Mutual fund formation & structuring
  • Strategic advice and counseling
  • Transactional / Buy-side representation
  • Sell-side / Capital raising advice & counseling
  • Fund Advisor compliance and registration
  • Offering memorandum/prospectus preparation
  • Fund wind down, orderly liquidation
  • Special situations & crisis management
Selected Representative Transactions:
  • Representation of a prominent fund of hedge funds in connection with formation, structuring and documentation of several new fund of funds offerings
  • Representation of high-profile family office/investment entity in connection with negotiation, structuring and acquisition of alternative investment manager
  • Representation of a boutique investment bank in the structuring, formation and operation of an alternative investment fund focused on life settlements
  • Representation of ABL / structured finance fund in acquisition of $250,000,000 loan portfolio
  • Representation of alternative fuel technology concern in connection with negotiation, structuring and documentation of investment transaction with top-tier private equity firm
  • Representation of prominent hedge fund manager in connection with structure and launch of fourth in series of fixed income focused hedge fund
  • Representation of real estate fund in acquisition of $60,000,000 distressed real estate portfolio