The Legal 500

18TH FLOOR, ONE MARITIME PLAZA, SAN FRANCISCO, CA 94111, USA

What we say about the firm's legal practice in United States

Investment fund formation and management

Within Alternative/hedge funds, Shartsis Friese LLP is a third tier firm,

San Francisco-based Shartsis Friese LLP has the West Coast ‘locked down when it comes to VC and new hedge fund startups’. The eight-partner investment management advisory group has the depth of expertise to cover a spread of transactions for entrepreneurial startups, the practice’s specialty and core strength, and also for major institutional sponsors. Its client list includes $1bn-plus entities such as Cavalry Asset Management, Pring Point Capital, Osterweiss Capital Management, and Weintraub Capital Management, alongside new fund formations for startups. What the team lacks in size it more than makes up for in partner-led client interaction, with clients praising the ‘level of attention paid by partners’. The team’s track record includes advising on managerial succession issues and partnership disputes as well as standard fund formation issues. Neil Koren and tax specialist Geoffrey Haynes are recommended.


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