The Legal 500

Twitter Logo Youtube Circle Icon LinkedIn Icon

Morgan, Lewis & Bockius LLP

Work +1 215 963 5000
Fax +1 215 963 5001

Timothy W. Levin

Work +1.215.963.5037
Morgan, Lewis & Bockius LLP

Work Department

Business & Finance


Tim Levin is a partner in the investment management practice at Morgan Lewis and managing partner of the firm’s Philadelphia office. With a focus on investment advisers and other financial services firms, Tim counsels clients on the design, development, and management of pooled investment vehicles and investment advisory programs. He also advises fund managers in connection with organization, registration, and ongoing regulatory compliance. Additionally, he represents managers and sponsors of unregistered pooled investment vehicles. For more information, view Tim’s bio at


Tim speaks frequently at conferences and moderates panels. He also co-chairs the firm’s annual Hedge Fund Conference. He is the editor of Morgan Lewis Hedge Fund Deskbook: Legal and Practical Guide for a New Era and the Mutual Fund Regulation and Compliance Handbook.


Villanova University School of Law, J.D., 1995; University of Pennsylvania, B.A., 1992

United States: Investment fund formation and management

Mutual/registered/ exchange-traded funds

Within: Leading lawyers

Timothy Levin - Morgan, Lewis & Bockius LLP

Within: Mutual/registered/ exchange-traded funds

Morgan, Lewis & Bockius LLP advises leading investment managers across asset classes and fund structures from multiple locations on the East Coast, and ‘provides an outstanding level of service, with a highly valued depth of knowledge and industry expertise’. In Philadelphia, Jack O’Brien and Timothy Levin (‘a highly capable lawyer with strong technical expertise and contacts in the industry’) advised Brinker Capital on setting up ten new funds. In Boston, Roger Joseph and Lee Anne Copenhefer continue to advise Legg Mason on regulatory and compliance matters, including in relation to a restructure of funds managing over $100bn as a result of changes to regulations around money market funds. In the ETF arena, Washington DC-based Christopher Menconi advised a subsidiary of the World Gold Council on creating the SPDR Long Gold Dollar Trust, a currency-hedged ETF backed by physical gold. Also in Washington DC, John McGuire and Joshua Sterling serve as counsel to the Invesco PowerShares DB Funds, a series of ETFs investing in commodity and currency derivatives. Laura Flores, who handles complex SEC regulatory work, is also a key partner in Washington DC, as is Thomas Harman, who is ‘recommended for his expertise dealing with regulatory issues’. In relation to manager M&A, Boston-based Roger Joseph, Toby Serkin and newly elected partner Jeremy Kantrowitz continue to advise Pioneer Investment Management on its acquisition by Amundi Pioneer Asset Management, a subsidiary of Crédit Agricole.

[back to top]

Back to index

Legal Developments worldwide

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to