Fund Formation, Governance & Investment Matters

We have decades of experience representing fund managers and investment funds, including fund and general partner/manager formations, maintenance of fund and general partner/manager entities, regulatory and securities compliance, as well as negotiating, documenting and closing fund investment transactions.  We also represent individuals and institutional investors that are making commitments to investment funds.  Our clients include individuals, angel groups, seed funds, special purpose investment vehicles, venture funds, secondary funds and other investing entities.

We represent fund managers and individual managers in connection with the admission and withdrawal of individual managers, hiring and departure of employees and consultants, issuance of economic interests and transfers of interests in fund and general partner/manager entities.

In addition to representing clients in direct investments, we represent individual and investment fund buyers and sellers of securities in the secondary markets in transactions that include purchases of private company securities, acquisitions of portfolios from private investment and corporate funds, purchases of partnership interests and acquisitions of investment funds.

Featured attorneys in this area

Todd Betke
Todd Betke
Corporate Partner 650-331-7022 Todd’s vCard See Todd’s bio
Gary Hoem
Gary Hoem
Corporate Partner 650-331-7009 Gary’s vCard See Gary’s bio