Hedge Funds
USA Guide 2024 : USA - Nationwide
Band 3
Email address
[email protected]Contact number
+1 215 963 5000About
Provided by Morgan, Lewis & Bockius LLP
With more than 150 lawyers on our team, we have one of the largest international hedge fund practices based upon the number and size of hedge fund clients and transactions. We represent all types of domestic and offshore hedge funds, across a broad range of investment and financing strategies, including customized and captive funds, crossover funds, hybrid hedge/private equity funds, funds of funds, master-feeder funds, and permanent capital vehicles.
We represent more than 800 global hedge fund managers, broker-dealers, and asset managers, including more than 50% of the world’s 50 largest hedge funds. Our clients include seven of the 10 largest hedge fund managers (based on assets under management (AUM)) and more than 100 institutional investors in connection with their fund structuring and formation, managed account and seeding programs, securities and regulatory advice, and investment programs.
We advise managers on all major issues relating to startups, spinouts, seeding and lead investments, fund formation, managed accounts and “funds of one,” derivatives and structured products, securities, regulatory and enforcement, M&A, tax issues, Employee Retirement Income Security Act (ERISA) and fiduciary, employment, and intellectual property.
Chambers Review
Morgan, Lewis & Bockius brings to bear global resources to counsel fund managers, broker-dealers and institutional investors on fund formation, securities and corporate matters, with additional strength in the securities regulatory enforcement space. Provides counsel on a global scale throughout the process of fund development. Experienced in crossover, master-feeder, customized and captive funds.
Work Highlights
- Morgan, Lewis & Bockius assisted Callodine Credit Management with the launch of the Callodine Perpetual ABL Fund.
Strengths
Provided by Chambers
"The team is able to advise on complex matters."
"Morgan, Lewis & Bockius contains extremely sophisticated lawyers with a practical, client-focused approach."
"The group has a depth of knowledge and it is incredibly well equipped to handle any hedge fund-related issue."
"The team is able to advise on complex matters."
"Morgan, Lewis & Bockius contains extremely sophisticated lawyers with a practical, client-focused approach."
"The group has a depth of knowledge and it is incredibly well equipped to handle any hedge fund-related issue."
Notable Practitioners
Jedd Wider is well versed in the establishment of a variety of hedge funds, including feeder funds.
"He is a fantastic lawyer."
Richard Goldman is proficient in a broad range of hedge fund transactions and is noted for his experience in complex fund structuring.
"Richard is a great resource and asset."
Zeke Johnson has a broad practice which encompasses advising investment managers on issues surrounding master-feeder and secondary funds.
"Zeke is a smart and practical lawyer."
Ranked Lawyers at
Morgan, Lewis & Bockius LLP
USA - Nationwide