iStock_000010495126XSmallThe investment management practice group at JSBarkatsPLLC provides a full range of legal services to clients operating hedge funds, private equity funds, venture capital funds, and other pooled investment vehicles, as well as to clients who are investment advisers or broker-dealers.

Our attorneys assist managers of pooled investment vehicles in all aspects of their business. We regularly organize private investment funds, including hedge funds, private equity funds, fund-of-funds, real estate funds, PIPE funds and hybrid structures. All of our new fund launches are driven by up-to- date legal and market developments in fund formation and disclosure. Our team will provide you with advice regarding all aspects of your operations, regardless of whether or not this is your first fund product. We will coordinate the numerous service providers involved, and advise you on current and impending laws, regulations, and market developments.

Our attorneys work with our clients well beyond the first fund launch. To address the ongoing needs of our clients, we offer the following services:

  • Determining the proper structure for onshore and offshore funds
  • Tax counseling
  • Domicile selection
  • Drafting offering and organizational documents, including confidential offering memoranda,
  • subscription documents and partnership agreements
  • Partnership and limited liability company law
  • Preparation of investment management agreements
  • Negotiating prime brokerage, administration, and other third-party service provider agreements
  • Seed and strategic investor transactions
  • Negotiating side letters
  • Compliance rules and regulations of SEC, FINRA and other regulatory or self-regulatory agencies or bodies
  • Advice regarding blue-sky laws and other applicable state regulations
  • Assisting institutional investors with due diligence
  • Derivatives and structured products
  • Broker-dealer registration
  • Federal and state investment adviser registration
  • Investor suitability standards
  • Marketing and reporting guidelines
  • Public and private equity and debt investments
  • Commodity trading
  • Compliance and trading issues

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