About

Provided by Shartsis Friese LLP

Our Investment Funds & Advisers Group is a nationally recognized leader in the following areas:

• Hedge Funds
• Commodity Pools
• Offshore Funds
• Private Equity Funds
• Venture Capital Funds
• Hybrid Funds
• Private Real Estate Funds
• Investment Adviser Registration and Counseling

Our extensive experience in representing investment advisers and private investment funds affords us significant economies of scale and the background to respond to most legal issues without time-consuming and costly research and analysis.

To keep our investment adviser clients current on regulatory developments and pronouncements, we continuously monitor state and federal regulatory developments. Our awareness of the regulatory climate permits us to keep our clients advised of ways in which their businesses can be operated most efficiently, economically and with minimum distraction from portfolio management.

Our representation of investment advisers encompasses all aspects of their businesses, including initial organization, capitalization, employee incentive arrangements, trade name protection, licensing, on-going regulatory compliance (both federal and state), contract negotiation and forms for retail and institutional investors, custodians and broker-dealers, and organization and operation of hedge funds and other investment funds. The breadth and depth of our experience provide the background to coordinate the various legal requirements, and to guide our clients through the labyrinth of competing or conflicting rules.