- Investment Management
- ERISA/Employee Benefits Litigation
- Fiduciary & DOL Matters
- Securities Industry
- Investment Advisers
- Private Equity
- Broker-Dealer & Capital Markets Regulation
- Private Investment Funds
- Exchange Traded Funds
- Private Equity M&A
- Financial Services
- Collective Investment Trusts
Ranked, National Tier 1: Securities/Capital Markets Law, U.S. News and Best Lawyers (2013)
Ranked, Band 2: Investment Fund Formation and Management: Mutual/Registered Funds in The U.S. Legal 500 (2013)
Ranked, Band 2: Financial Services Regulation: Broker-Dealer Regulation in Chambers USA (2013)
Ranked, Band 3: Investment Funds: Registered Funds in Chambers USA (2013)
Listed in the highest tier for National ERISA Litigation Practice in Chambers USA 2012
Ranked in Tier 1 for ERISA Litigation by The U.S. Legal 500 (2012)
Ranked "#1 Most Active Law Firm" globally, based on the number of private equity funds worked on for limited and general partners, by Dow Jones Private Equity Analyst (2013)
Ranked, National Tier 1: Private Funds/Hedge Funds Law, U.S. News and Best Lawyers (2013)
- District of Columbia
- New Jersey
- Washington, D.C.
1111 Pennsylvania Ave., NW
Washington, DC 20004-2541
Daniel R. Kleinman is a partner in Morgan Lewis's Investment Management and Securities Industry Practice and a member of the ERISA Fiduciary Services Group. Mr. Kleinman's practice focuses on the fiduciary responsibilities provisions (Title I) of the Employee Retirement Income Security Act and the related tax, corporate and securities laws in connection with the structuring and marketing of investment products (including private equity and hedge funds) and financial services to employee benefit plans. He also handles issues with respect to the regulation of broker-dealers and investment advisers under federal and state securities laws.
Mr. Kleinman received his LL.M. in taxation and his Employee Benefits Certificate from Georgetown University Law Center in 2002, and his J.D. from The Dickinson School of Law in 1997. He received his B.S. from New York University in 1991.
Mr. Kleinman is admitted to practice in the District of Columbia, Pennsylvania, and New Jersey.
- Georgetown University Law Center, 2002, LL.M.
- Pennsylvania State University, Dickinson School of Law, 1997, J.D.
- New York University Stern School of Business, 1992, B.S.