Private Investment Funds

Morgan Lewis’s Private Investment Funds Practice experience includes formation of hedge funds, private equity funds, venture capital funds, funds of funds, real estate funds, leveraged buyout funds, mezzanine funds, emerging market funds, and non-U.S. mutual funds.

We have formed funds under the laws of numerous jurisdictions and are experienced in the particular issues associated with various structures such as limited partnerships, limited liability companies, unit trusts, international business companies, exempted companies, UCITS, SICAVs, and FCPRs, to name a few. We also counsel the general partners, investment advisers, brokers, administrators, and custodians of these funds.

Members of our practice include recognized experts with respect to the ERISA, tax, and securities law issues relevant to private investment funds. Many of our clients in this area are subject to ERISA or a similar state law and are also tax-exempt organizations. As a result, our team follows an integrated model that involves both ERISA and tax review of each assignment where relevant to the client. Our securities lawyers handle co-investments and issues relating to dispositions of securities, while our finance lawyers represent investors in a wide range of privately placed debt transactions.