Department profile
Morgan, Lewis & Bockius LLP

Hedge & Mutual Funds

USA Guide 2026 : Massachusetts


Morgan, Lewis & Bockius LLP

Rankings

About

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

Provided by Chambers

Hedge & Mutual Funds - Massachusetts

Band 2

Band 2


What the Team is Known For

Morgan, Lewis & Bockius LLP is held in high esteem for its adept representation of hedge funds, mutual funds and mutual fund independent directors. Clients include new funds, established managers, activist investors and alternative investment fund platform providers. Clients benefit from the firm's expertise in Europe, the Middle East and Asia.

Strengths

Provided by Chambers

  • Morgan Lewis is a premier firm in the financial services industry, providing a deep understanding of the issues, practical advice and important input on the relevant legal and business issues.

    Hedge & Mutual Funds respondentUSA
  • Morgan Lewis has a deep bench to draw from in support of complex and esoteric matters.

    Hedge & Mutual Funds respondentUSA
  • The attorneys at Morgan Lewis are helpful in providing solutions and helping us to navigate the issues.

    Hedge & Mutual Funds respondentUSA

Notable Practitioners

Provided by Chambers

  • Senior StatespeopleRoger P Joseph
    Senior StatespeopleRoger P Joseph

    Roger P Joseph

    Roger P Joseph's work with registered fund complexes regularly involves acting on fund formations.

  • Band 1Richard A Goldman
    Band 1Richard A Goldman

    Richard A Goldman

    Richard Goldman has substantial experience in advising US and international hedge funds. Clients benefit from his expertise in fund launches and the establishment of credit facilities.

    • Richard Goldman is fantastic to work with. He is very knowledgeable and responsive.

      Hedge & Mutual Funds respondentUSA
    • Richard Goldman has vast experience and understanding of our business and is always responsive to our issues.

      Hedge & Mutual Funds respondentUSA
    • Richard Goldman is an industry expert and great to work with.

      Hedge & Mutual Funds respondentUSA
  • Band 4Barry Hurwitz
    Band 4Barry Hurwitz

    Barry Hurwitz

    Barry Hurwitz has a robust practice advising funds and their managers on transactional and regulatory matters.

  • Band 4Lea Anne Copenhefer
    Band 4Lea Anne Copenhefer

    Lea Anne Copenhefer

    Lea Anne Copenhefer is well known for her representation of registered funds and their directors.

    • Lea Anne Copenhefer is an expert in her field. Clients have relied on her for many years to be an important resource, analyzing and resolving complex legal and business issues.

      Hedge & Mutual Funds respondentUSA
  • Band 4Toby R Serkin
    Band 4Toby R Serkin

    Toby R Serkin

    Toby Serkin assists a range of funds and asset managers on formation and compliance issues.

Ranked Individuals at Morgan, Lewis & Bockius LLP (5)

Massachusetts

Members

Provided by Morgan, Lewis & Bockius LLP

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