Firms To Watch: Alternative/hedge funds

Mayer Brown continued the growth of its offering in hedge and alternative funds in 2022, hiring Jim Kelly and Kristin Rice-Gonzalez from Dorsey & Whitney LLP and Baker McKenzie LLP respectively. They join an up-and-coming practice assisting clients with a broad variety of hedge fund products.
McDermott Will & Emery LLP often acts as counsel to a variety of fund managers on ongoing issues, fund raises and launches.

Alternative/hedge funds in United States

Fried, Frank, Harris, Shriver & Jacobson LLP

The team at Fried, Frank, Harris, Shriver & Jacobson LLP is routinely engaged by the most high-profile and sophisticated parties involved in the hedge and alternative funds market. Its client base of renowned names, including Point 72 Asset Management and D.E. Shaw, were among the most active in the economic landscape of 2022, which afforded few opportunities for smaller funds. The team, following wider trends, were engaged in an increased number of investments by funds in the renewable energy space, as well as in de-carbonization. Lawrence Barshay is the founder and head of the firm’s wider asset management group and specializes in the structuring and representation of investment funds and other alternative investments. Jonathan Adler focuses on representing financial institutions and asset managers in large and complex transactions involving alternative investment vehicles, and federal securities regulation expert Jessica Forbes is a further key name. Lisa Schneider regularly advises major financial institutions and fund sponsors, and Dorothy Mehta is valued as ‘a critical source of knowledge‘ with significant expertise in the structuring, formation and operation of various alternative fund types. The above named lawyers are based in New York, while in Washington DC, Bradford Lucas is a contact to note.

Practice head(s):

Lawrence Barshay


Other key lawyers:

Dorothy Mehta; Jonathan Adler; Jessica Forbes; Lisa Schneider; Bradford Lucas


Testimonials

‘Excellent client communication and industry knowledge.’

‘Dorothy Mehta is a critical source of knowledge for our company.’

Key clients

Angel Oak Capital


Bain Capital


Bank of New York


BlackRock


Brookfield Asset Management


D.E. Shaw & Co.


EJF Capital


Fortress Investment Group


Goldman Sachs


Howard Hughes Medical Institute


J.P. Morgan


Morgan Stanley


Neuberger Berman


ORIX Corporation USA


PDT Partners


Point72 Asset Management


ShoreBridge Capital


Tavistock Group


Third Point LLC


Tudor Investment Corporation


Paul, Weiss, Rifkind, Wharton & Garrison LLP

Paul, Weiss, Rifkind, Wharton & Garrison LLP fields an investment funds practice that has experience assisting with every type of hedge fund and hybrid fund in the marketplace. Its offering to seed investors is of particular note, Blackstone, JP Morgan and Reservoir all being clients in that respect, and several practitioners are experts in seed and stake transactions. The team is also strong in the range of other transactional matters, as well as having robust practices on the regulatory side, and on fund formation and structuring. Udi Grofmanpossesses a very rare commercial sensibility‘ and coordinates the practice from the New York office. Lindsey Wiersma has broad fund formation expertise, as well as advising on regulatory elements. Conrad van Loggerenberg has brought to market a variety of hedge funds and is regularly the counsel of choice for global investment firms on transactional matters. At the counsel level, Allison Muth and Marian Shin are names to note. All named lawyers work at the New York office.


Practice head(s):

Udi Grofman


Other key lawyers:

Lindsey Wiersma; Marco Masotti; Conrad van Loggerenberg; Amran Hussein; Allison Muth; Marian Shin


Testimonials

‘Udi Grofman – I have worked in the private funds space for 40 years and with Udi for 30 of those, and I have learned from experience that his is the only counsel in his practice area that I can take to the bank. Not only does he possess nonpareil legal expertise that crushes that of his counterparts at other firms, but his range extends far beyond the usual confines of corporate practice to embrace a deep familiarity with virtually all related subspecialties. What makes Udi stand out from the crowd is as much his business judgment as his legal knowledge. He possesses a very rare commercial sensibility, obviating the need for so much of the wasteful dialectic that characterizes most lawyer-client relationships – he “gets it” and can invariably be counted on to have already factored in the (sometimes competing) business realities before proffering his advice. Coupled with his prodigious work ethic, Udi is my go-to guy whenever a funds-related question comes up.’

Key clients

Blackstone


JP Morgan


Reservoir


Ropes & Gray LLP

With a ‘very deep bench‘ and investment fund lawyers that can ‘handle myriad topics‘, Ropes & Gray LLP is equipped to assist with the full spectrum of hedge fund matters. Fund formation, operational and regulatory matters at the highest level are all routinely covered, and the client base includes all types of hedge fund sponsors, from large institutional managers to start-ups. The practice is represented at the firm’s offices across the country and work often has cross-border components too. Leigh Fraser has been an instrumental figure in building the practice over the past decade and is a renowned figure across the broader asset management market. She divides her time between the New York and Boston offices and co-leads the broader funds department with Peter Laybourn in Boston and Morri Weinberg in New York. ‘Thoughtful, seasoned and very commercial‘ lawyer Laurel FitzPatrick in New York is the go-to figure for hedge fund work specifically and a pioneer in the space, having founded the practice group at the firm. Sarah Davidoff is another respected senior figure that acts for some of the largest hedge funds in the world, and Katie Waite in Boston is a more recent partner that comes with client recommendation. On the west coast, Melissa Bender in Silicon Valley is the name to note, along with October 2022 hire from Stroock & Stroock & Lavan LLP Eric Requenez, who focuses on the real estate sector from New York.












Practice head(s):

Leigh Fraser; Peter Laybourn; Morri Weinberg


Other key lawyers:

Laurel FitzPatrick; Katie Waite; Sarah Davidoff; Melissa Bender; Eric Requenez


Testimonials

‘Ropes & Gray has a very deep bench and can handle myriad topics. Partner availability and meeting deadlines is a strength of the firm.’

‘Laurel FitzPatrick is thoughtful, seasoned and very commercial. She understands the business considerations and consistently provides practical advice.’

‘Katie Waite is rising star. She is an extremely hard worker who is always available and consistently meets deadlines.’

Key clients

Pacific Investment Management Company


PFM Health Sciences


MFN Partners Management


Greenoaks Capital Partners LLC


Work highlights


  • Assisted PIMCO with the launch of its California Carbon Access Funds, which posed unique regulatory and structuring issues.
  • Acting for PFM Health Sciences in a platform-wide update of fund offering and operative documents.
  • Representing MFN Partners on a repeat basis in a variety of hedge fund issues.

Schulte Roth & Zabel LLP

Schulte Roth & Zabel LLP  went from strength to strength in the hedge fund space, 2022 seeing several additions to the department, including Leonora Shalet from Morrison Foerster in May; and Peter Greene, Benjamin Kozinn and Eileen Overbaugh from Lowenstein Sandler LLP in March. This latter group has a focus on advising prominent individual investment managers that are striking out on their own. They join a department with an impressive client roster of numerous high-profile hedge funds at an international level, as well as a host of fund managers. Greene has become part of the department’s leadership team, alongside market reference Stephanie Breslow; David Efron; and David Nissenbaum. Jennifer Dunn is another key contact, assisting clients with structuring, formation, operational needs, and regulatory and compliance issues. Diameter Capital Partners and Cerberus Capital Partners are among the standout clients of Jason Kaplan, and Peter Naismith is another name to note from the sizeable practice. All named lawyers are based in New York.

Practice head(s):

Stephanie Breslow; David Efron; Peter Greene; David Nissenbaum


Other key lawyers:

Jennifer Dunn; Daniel Hunter; Peter Naismith; Eileen Overbaugh; Leonora Shalet; Jason Kaplan


Key clients

Anchorage Capital Group, L.L.C.


Balyasny Asset Management L.P.


Bayview Asset Management, LLC


Brookfield Investment Management Inc.


Cerberus Capital Management, L.P.


Decade Renewable Partners


Engine No. 1


Forest Avenue Capital Management LP


GoldenTree Asset Management LP


Greenland Capital Management LP


Hudson Bay Capital Management LP


Lone Pine Capital LLC


Olympus Peak Asset Management LP


Pantera Capital


Saba Capital Management, L.P.


Sculptor Capital Management, Inc.


The Blackstone Group


Viking Global Investors LP


Work highlights


  • Advised Cerberus Capital Management, L.P. on the formation and operation of a number of Cerberus fund products, including the ongoing fundraisings for Cerberus Institutional Real Estate Partners VI, Cerberus Institutional Partners VII and a number of other fund products covering Cerberus’ residential opportunities, credit and supply chain strategies.
  • Advised Trian Fund Management, L.P. on numerous hedge funds and open-ended single investment funds.
  • Assisted Greenland Capital Management LP with the formation of a newly formed investment management firm, as well as the formation and launch of a flagship fund structure.

Akin

Start-up hedge funds frequently look to the investment funds department at Akin for the range of issues related to establishing themselves in the space. The firm also has a base of well-known funds and in 2022 saw increased work relating to co-investment opportunities. Leadership of the practice recently transferred to Barbara Niederkofler, whose broad investment funds practice includes notable expertise on the regulatory side, with an international perspective. William Wetmore rejoined the firm’s San Francisco office from an in-house hedge fund role in August 2022, and is again a lead contact for clients on transactional matters. Brian Daly is noted for compliance advice to quantitative and systematic firms and hedge funds, and John Hamilton advises sophisticated private fund managers on the formation and operation of hedge funds, private equity funds and credit funds. JP Bruynes is a strong choice of counsel for domestic and offshore hedge funds and hedge funds managers across structuring and formation, as well as transactional work. Unless otherwise noted, above named lawyers are based in New York. Stephen Vine has retired.



Practice head(s):

Barbara Niederkofler


Other key lawyers:

Eliot Raffkind; JP Bruynes; Arina Lekhel; Brian Daly; John Hamilton; Terence Rozier-Byrd; David Antheil


Key clients

Polyphonic Capital LP


AFBI LLC


Edge Capital Management LLC


Aspect Capital Limited


Lynx Asset Management (Americas) Inc.


Work highlights


  • Advised a fund focused on both long and short Asia-related equity investments on a public investment, restructuring the fund’s management fee and performance allocation in the innovative Series 1 or 30 Alpha model.
  • Advised an investment platform on the restructuring of a closed-end real estate fund to an open-end vehicle.
  • Advised a quant manager in connection with the launch of a diversified fund with a systematic momentum-based investment strategy that enables offshore investors to access a diverse set of financial and commodity futures.

Morgan, Lewis & Bockius LLP

As part of a substantial international offering on hedge and alternative funds, Morgan, Lewis & Bockius LLP‘s US practice group advises clients ‘on every action of alternative/hedge funds life‘. Its client list features all types of domestic and offshore hedge funds seeking a broad range of investment and financing strategies, including customized and captive funds, crossover funds, hybrid hedge/private equity funds, and permanent capital vehicles. Amongst its varied caseload, 2022 saw the team follow the trend in macro-focused funds being particularly active. Jedd Wider, appreciated by clients for his ‘encyclopaedic knowledge of both the hedge fund/alternative and asset owner side‘, leads the department from the firm’s New York office. Joseph Zargari is another key contact in New York, while at the Boston office, Stephen Tirrell and Richard Goldman are experienced names in the market. In Miami, Ethan Johnson comes with client recommendation as ‘a reservoir of expertise on US regulatory and fund matters‘, and at the associate level, Justine Le in Boston is an up-and-coming name in the market.



Practice head(s):

Jedd Wider


Other key lawyers:

Richard Goldman; Stephen Tirrell; Zeke Johnson; Ethan Johnson; Joseph Zargari; Ruoke Liu; Christopher Dlutowski; Justine Le


Testimonials

‘Morgan Lewis is one of the few firms that take a true 360 approach to their client – they assist their clients on every action of alternative/hedge funds life, from inception, formation, securities, regulation, transaction, labor and employment, immigration, intellectual property to succession planning. There are very few major law firms that approach the quality, global reach and consistency of superb service that Morgan Lewis routinely provides. A truly exceptional alternative/hedge fund practice. The firm is constantly on the cutting edge of new fund structures and products. Morgan Lewis was one of, if not the pioneer, of the fund-of-one and hybrid fund products, representing many of the largest SWF, Pension and alternative fund managers. They were effectively among the first to reconfigure standard hedge fund economics into hybrid private equity fund economics, at a time when very few if any competitors were.’

‘Jedd Wider’s encyclopaedic knowledge of both the hedge fund/alternative and asset owner side, enables him to play chess as a grandmaster does, where he is always multiples steps ahead of both the market and the other side of the negotiating table. His work ethic and dedication to his clients is unparalleled, and he is available 24/7. Jedd’s knowledge, enthusiasm, legal expertise and leadership are the driving force that inspires the innovation of Morgan Lewis’s hedge fund/alternative practice. What differentiates Jedd from competitors is his negotiating skills as he is the ten thousand pound gorilla in the room in a negotiation, and superior to most if not all competitors. Jedd’s knowledge of the industry and the fact that he constantly has his finger on the pulse of new directions and trends within the market, and how to best extract the economic value of those for his clients truly differentiates him from the rest of the industry.’

‘Morgan Lewis assists us on our investment funds and US regulatory matters. Morgan Lewis is uniquely positioned in being one of the early US firms in Asia doing funds work so they really understand the Asia market, while still providing expert US regulatory advice.’

‘Ethan Johnson is a reservoir of expertise on US regulatory and fund matters. Not only does he understand the law, but perhaps more importantly, he understands our business and is able to tailor advice that directly addresses our concerns.’

Key clients

AQR Capital Management


Calamos Wealth Management, LLC


California Public Employees’ Retirement System (CalPERS)


Capula Investment Management LLP


Credit Suisse Hedging-Griffo


Davidson Kempne


ExodusPoint Capital Management


Fortress Investment Group


Geode Capital Management


Goldman Sachs


The GreensLedge Group


Innocap Investment Management


Lone Alpha Capital Management


Millennium Management


Morgan Stanley


Parsifal Capital Management


Sculptor Capital Management (f/k/a Och-Ziff Capital Management)


Sciens Capital Management


State Board of Administration of Florida


Two Sigma Investments


Tenaron Capital Management


Tudor Investment Corporation


Proskauer Rose LLP

The New York-based dedicated hedge funds practice at Proskauer Rose LLP is a robust choice for fund managers and sponsors at every level, with fund formation experience covering a broad range of strategies. On the regulatory side, the department was bolstered by the hire of Robert Sutton from Kirkland & Ellis LLP in February 2022. He joins a practice co-led by Christopher Wells, a senior name in the markets for over three decades, and Kelli Moll, whose expertise spans assisting investment advisors with the formation and maintenance of hedge funds, credit funds and cross-over funds. Caryn Greenspan is also a key contact, her practice varies from representing established managers in expanding their offerings, to advising start-up managers on building their businesses. Michael Mavrides and Robert Leonard have left the firm.

Practice head(s):

Christopher Wells; Kelli Moll


Other key lawyers:

Caryn Greenspan; Robert Sutton


Key clients

Appaloosa Management


Ares Management


Deerfield Management


ARK Investment Management


SIR Capital Management


Ellington Management Group


Goldman Sachs


Graham Capital Management


Knighthead Capital Management


IFM Investors


Davis Polk & Wardwell LLP

Major funds and managers globally look to Davis Polk & Wardwell LLP for assistance with the gamut of fund formation matters, including investor relations, tax, structuring, seeding, deal execution, credit arrangements and compensation. The firm’s New York office is also seen as a prime option for compliance issues in the hedge fund space, registering hedge funds with the SEC, implementing compliance infrastructures, conducting compliance reviews and managing SEC inspections. The wider investment funds practice group is spearheaded by Leor Landa, advisor on the formation and operation of private funds and complex secondary transactions, as well as related regulatory matters. Gregory Rowland is the other key contact, valued counsel to investment advisers and business development companies.


Practice head(s):

Leor Landa


Other key lawyers:

Gregory Rowland


Work highlights


Katten

The ‘deep bench of experts‘ at Katten combines specialist knowledge in quantitative and algorithmic asset management, along with cryptocurrencies, digital assets and insurance funds, with a strong grounding in hedge fund representation. Clients recommend the practice ‘for all things fund related, from formation, to regulatory law, to capital raising‘ and the team is regularly involved in cross-border matters. A trio of lawyers lead the department: Lance Zinman represents some of the industry’s largest quantitative funds and asset managers trading across a broad category of asset classes; Wendy Cohen, ‘a great lawyer when it comes to alternative investment advisers‘; and Allison Yacker, counsel on the spectrum of issues relating to hedge funds, commodity pools and managed account platforms. Henry Bregstein comes with client recommendation, and Stephen Morris was a new addition to the team from an in-house role in April 2022.

Practice head(s):

Lance Zinman; Wendy Cohen: Allison Yacker


Other key lawyers:

Henry Bregstein; Stephen Morris


Testimonials

‘Katten does a terrific job for all things fund related, from formation, to regulatory law, to capital raising. Their approach is multidisciplinary such as real estate, or credit, counsel is often brought in to complement their core legal team. The firm is highly responsive, professional, and user friendly.’

‘Henry Bregstein represents the most impressive confluence of a legal mind with a commercial disposition that I have met in my forty-five years in business.’

‘Katten has been our law firm for more than 15 years. They have a deep bench of experts whom we have worked with on a variety of matters. While our primary use is contract negotiations, Katten has also worked on litigation, employment issues, and personal matters such as real estate purchases.’

‘We have worked with Henry Bregstein for more than 15 years and he continues to be an integral part of our ongoing legal needs. He works tirelessly to develop unique strategies and creative solutions for complex projects.’

‘Very diverse practice with ability to help on a variety of matters. The entire Katten team seems to work very well with each other making the practice seamless.’

‘Wendy Cohen is not only a great lawyer when it comes to alternative investment advisers but also has a breadth of knowledge across many areas.’

‘Lance Zinman is one of the best deal lawyers I have worked with.’

Key clients

Antares Capital


Aquatic Holdings LP


CTC Capital Management, LLC


GTS Securities, LLC


Hudson Bay Capital (“Hudson Bay”)


ISAM Systematic Management / ISAM Funds (UK Limited)


Nebula Research and Development


Ohio Public Employees Retirement System (“OPERS”)


Partners Group AG (“Partners Group”)


Schonfeld Strategic Advisors LLC


Strategic Investor/Edge Focus Capital Management, LLC


Teza Capital Management LLC


Vatic Investments, LLC


Vivaldi Capital Management LLC


Work highlights


  • Representing Schonfeld Strategic Advisors, a large quantitative firm with more than $18bm AUM, in connection with its ongoing fund matters.
  • Acted for Teza Capital Management LLC in launching a hedge fund focused on cryptocurrency and digital asset markets.
  • Representing Vatic Investments, a quantitative investment manager, in its ongoing fund matters.

Kleinberg, Kaplan, Wolff & Cohen, P.C.

The ‘outstanding practice‘ in hedge and alternative funds at Kleinberg, Kaplan, Wolff & Cohen, P.C. is valued for its ‘thorough and practical advice‘. The firm has extensive experience in the area and supports several key names in hedge funds, domestic and offshore funds, and fund-of-funds, including Elliott Investment Management, Luxor Capital Group and Rockefeller Capital Management, and the team covers a range of work, from fund preparation and launches, to compliance and transactions. Jamie Nash and Eric Wagner are co-leaders of the practice, with Jason Grunfeld a client favorite, advising funds on their formation, structure and operation. Kelly Zelezen regularly assists clients with structuring, marketing materials and seed deals, and Maurice Collada is a further key contact in the sizeable, New York-based team.

Practice head(s):

Eric Wagner; Jamie Nash


Other key lawyers:

Jason Grunfeld; Kelly Zelezen; Maurice Collada; Christian Gloger; Rita Fitch


Testimonials

‘Our legal services needs have been for very specific trading activities/operations which require customized pieces of work and raise an array of uncommon legal and regulatory questions/challenges. So far KKWC has been demonstrating an outstanding ability to timely deliver various pieces of work despite the high complexity of our requests/projects. They understand tight deadlines, are very responsive and excellent communicators. They always quickly identify any potential roadblock early in the process. Such approach efficiently allows us to timely achieve our business goals. We appreciate how hard they have been working for us to put together very solid documents.’

‘Thorough and practical advice, efficiency in getting projects done, competitive rates.’

‘They are very responsive, offer practical advice that I can implement in reality, are efficient in getting things done, help offer various solutions in their analysis, are not too theoretical, and are a must have in your business.’

Key clients

Elliott Investment Management L.P.


Rockefeller Capital Management


Glazer Capital, LLC


Luxor Capital Group, LP


Rosemawr Management, LLC


Monachil Private Credit Fund LP


Shannon River Partners, L.P.


Factorial Research


Work highlights


  • Advised Factorial Research on a seed deal by an institutional trader and a master-feeder fund launch in the digital asset space.
  • Advising various fund managers and other investment manager clients who are registered investment advisers with respect to compliance with the SEC marketing rule effective November 4, 2022.

Lowenstein Sandler LLP

Lowenstein Sandler LLP‘s investment management group in New York is well equipped to assist with the gamut of hedge fund matters, and does so for a client base of investment advisers, commodity pool operators, trading advisors, broker-dealers, leading fund managers and institutional investors. The breadth of the offering stands it out from the market, traditional matters catered for, as well as more niche areas, including family office services, alternative data matters, and qualified opportunity zone fund. Recently elevated to co-chair of the wider investment funds group, Elaine Hughes has extensive experience in fund formation, capital raising and structuring, acting for advisors with high values of assets under management, as well as for standout start-ups. The leadership lineup is completed by Robert Minion and Marie DeFalco, with Max Karpel the contact to note for family offices work.

Practice head(s):

Robert Minion; Marie DeFalco; Elaine Hughes


Other key lawyers:

Max Karpel; Boris Liberman; Edward Nadel; Ted Randolph; David Goret; Scott Moss


Testimonials

‘We recommend Max Karpel.’

Paul Hastings LLP

Practice head Art Zwickel and Yousuf Dhamee, experienced counsel to investment advisors, are the key figures on the west coast for Paul Hastings LLP‘s offering in hedge and alternative funds. Based in Los Angeles and San Francisco respectively, they are both adept at structuring and organizing private investment funds of various types, and regularly act in cross-border matters for internationally recognized clients. The firm also has representation in this area on the east coast; its New York office is the base for Ira Kustin, who focuses his practice on sponsor and investors assistance with complex hedge and credit funds, supporting private fund advisers on international investment platforms.


Practice head(s):

Art Zwickel


Other key lawyers:

Yousuf Dhamee; Ira Kustin


Testimonials

‘Yousuf Dhamee. Great partner to work with on deals.’

Seward & Kissel LLP

The New York office of Seward & Kissel LLP impresses clients with its ‘expertise across fund structuring, regulation and commercial logic for US onshore and offshore funds‘ and has long-standing experience in this area. Hedge fund managers at every level, from emerging new players to some of the highest regarded firms in the market look to the firm for counsel and work with the investment funds team, as well as related practice areas, including tax, labor and compliance. The deep bench includes Christopher Riccardi and Joseph Morrissey among its most experienced regular lead lawyers, with Dan Bresler and Nicholas Miller further contacts to note.

Practice head(s):

Patricia Poglinco; Robert Van Grover


Other key lawyers:

Christopher Riccardi; Joseph Morrissey; Nicholas Miller; Dan Bresler; Kevin Neubauer; Noelle Indelicato


Testimonials

‘The firm has tremendous strength in depth, and are an excellent partner in supporting our fund management firm. Their expertise across fund structuring, regulation and commercial logic for US onshore and offshore funds is superlative. The firm has excellent technology that allows us to feel fully up to date, and stay on top of various regulatory filings.’

‘The team we interact with at S&K have the perfect combination of technical skill, commercial intelligence, and speed of response.’

Willkie Farr & Gallagher LLP

Willkie Farr & Gallagher LLP fields a longstanding hedge fund practice and continues to diversify in alternative fund types. Its broad offering has notable strength in the insurance and reinsurance space, being the counsel of choice for major players in those fields, and in 2022 had an increased involvement in the credit fund formation space. Based at the firm’s office in New York, key contacts at the practice include Joseph Cunningham, who represents blue chip clients in every day fund management and hybrid fund strategies; Deborah Tuchman, the name to note for commodities and distribution platforms; Rita Molesworth, a founding member of the practice group and expert in commodities and regulatory issues; Mark Vandehaar, another reliable advisor for well-established leading funds; and Barry Barbash, whose practice spans alternative and registered funds.

Practice head(s):

Joseph Cunningham; Rita Molesworth; Mark Vandehaar


Other key lawyers:

Barry Barbash; Deborah Tuchman; Gabriel Acri


K&L Gates

K&L Gates has longstanding relationships with some of the leading fund managers and investment firms in the US, acting for them in the structuring, documentation, and operation of hedge funds. The firm’s Boston office is a key destination for this practice area: Nicholas Hodge draws on deep experience advising on hedge funds, while Pablo Man assists a broad funds client base with structuring and registration of obligations. Matthew Mangan at the San Francisco office is the name to note on the west coast, representing investment advisers, private fund managers and broker-dealers in fund formation, product structuring, transactional, regulatory and compliance and securities matters.

Other key lawyers:

Matthew Mangan; Nicholas Hodge; Pablo Man


Testimonials

‘Matthew Mangan is a wealth of knowledge and a pleasure to work with. His vast industry knowledge across sectors is a massive benefit to his clients and his prompt response time is very helpful.’

Key clients

Nikko Asset Management Americas


Museum of Fine Arts, Boston


GCM Grosvenor


CVC Credit Partners


Marathon Asset Management


Kohlberg Kravis Roberts & Co.


Mirova US


Work highlights


  • Representing Nikko Asset Management Americas in its hedge fund matters.
  • Representing the Museum of Fine Arts, Boston in private fund investments.
  • Advising GCM Grosvenor on the launch and successful start-up of registered closed-end fund of hedge funds and on the operation of new and existing registered closed-end funds as fund counsel.