Hedge Funds
USA Guide 2024 : USA - Nationwide
Band 3
Contact number
+1 212 262 6700About
Provided by Lowenstein Sandler LLP
Our fund structure, formation, and compliance lawyers understand your business priorities and focus on practical solutions and advice. We provide an integrated, unified approach that reflects market trends for both managers and investors worldwide. From traditional private equity funds, hedge funds, and venture funds to a variety of distressed funds, credit funds, real estate funds, fund of funds, and hybrid vehicles, we represent managers and investors across all asset classes and structures.
Not all funds and managers are alike, and we believe documentation and advice should be customized accordingly. Our representation of institutional investors, family offices, and high-net-worth individuals means we also fully understand the needs and perspectives of limited partners, and it enables us to efficiently achieve the best results for managers and investors alike.
Services include:
- Structuring onshore and offshore funds
- Comprehensive offering and organizational documents
- Tax counseling
- Managed accounts
- Strategic investor and seed transactions
- GP and manager agreements
- Investor representation
- Service provider agreements
- Investment advisor and CPO/CTA registrations
- Compliance programs and policies
- Mock examinations
- Securities advice
- Information evaluations and restricted lists
- Trading and operational matters
- Advertising/promotional materials
- Section 13 and Section 16 reporting
- AML/KYC compliance
Chambers Review
Lowenstein Sandler is a notable investment funds player with an established practice assisting significant clients in the hedge fund space. Offers expertise in the formation of debt funds, funds of funds and other pooled investment vehicles. Considerable experience of handling matters involving multiple jurisdictions.
Strengths
Provided by Chambers
"The team is extremely responsive and has a very strong understanding of the industry."
"The group at Lowenstein is very client-focused."
"The team is extremely responsive and has a very strong understanding of the industry."
"The group at Lowenstein is very client-focused."
Notable Practitioners
Robert Minion's distinguished formation practice involves working with both offshore and debt funds as well as fund managers on a wide array of issues.
"Robert has extremely strong knowledge and understanding of the industry."