Effectively manage investment funds through changing economic environments by leveraging KPPB LAW’s globally recognized investment management expertise. KPPB LAW’s Investment Management practice team, led by NYC-based Partner Raj Mahale, brings decades-long experience representing clients in every aspect of fund formation and investment management transactions. Our full-life cycle services focus on raising capital and investing domestically and globally through private placement memorandums and fund formation and structuring; emerging managers practice; and family office practice.
Advantages of KPPB LAW’s Investment Management Services
KPPB LAW’s Investment Management Practice is nimble and knowledgeable to address the full cycle of investment needs. Our recent client work includes establishing an India Feeder fund investing in the India equities market; creating relationships with law firms and tax firms in India and Singapore; and forming a private equity fund that invests in renewable energy sector (ESG) throughout North America. We have also helped formed several real estate funds that invest in the hospitality and multi-family sectors nationally. Leverage all the advantages of our investment management practice. Contact Raj Mahale to discuss a strategic approach for your investment management.
Experience
Nearly three decades of M&A and “40 Act” securities expertise both domestically and globally (notably India, Singapore, Hong Kong, and the Middle East) homed in big-law settings personalized to client needs in a national, mid-size law firm setting.
Billion-dollar volume
Expertise managing multi-billion-dollar global investments.
South-Asian founders
We are the nation’s largest South Asian owned law firm with a dominant South Asian client and professional community, supported by a multidisciplinary legal practice offering full-service client support.
Securities/fund complexity expertise
From feeder funds to regional funds, KPPB LAW brings knowledge, experience, and familiarity with all levels of securities complexity and fund dynamics.
Interdisciplinary Approach
Our Investment Management Practice team applies an inter-disciplinary approach, bringing together attorneys from our Investment Management, Tax and Corporate & Securities practices to determine the optimal fund structure, prepare the required offering documentation and provide regulatory advice required to operate in a fully compliant manner. Members of the KPPB LAW multidisciplinary legal team handle portfolio company M&A transactions and advise with respect to top-tier restructurings and employment issues at either the fund or portfolio company level, and litigation and dispute resolution attorneys able to assist in resolving business, financial or personnel disputes through formal litigation or ADR proceedings.
Who Benefits from Our Investment Management Services
We have extensive experience with all varieties of investment funds, including United States hedge funds; Cayman Islands, Bermuda and other offshore hedge funds; private equity and venture capital funds; real estate funds; feeder funds; and fund of funds and group trusts.
Our experience benefits investors, investment funds, investment companies, fund managers (including registered investment advisers), private money managers, investment management divisions of banks and their trust and investment departments (including their collective and common trust funds), broker-dealers and other institutional investors.
Fund Formation & Structuring
Our integrated, unified approach reflects market trends for both managers and investors worldwide. From traditional private equity funds, hedge funds, and venture funds to a variety of feeder funds, distressed funds, credit funds, real estate funds, fund of funds, and hybrid vehicles, we represent managers and investors across all asset classes and structures. From traditional private equity funds, hedge funds, and venture funds to a variety of distressed funds, credit funds, real estate funds, fund of funds, and hybrid vehicles, we represent managers and investors across all asset classes and structures.
Not all funds and managers are alike, and we believe documentation and advice should be customized accordingly. We are proactive in guiding our clients, enabling them to become and remain industry leaders. Our representation of institutional investors, family offices, and high-net-worth individuals means we also fully understand the needs and perspectives of limited partners, and it enables us to efficiently achieve the best results for managers and investors.
Fund Formation & Structuring Services include:
- Structuring onshore and offshore funds
- Structuring feeder funds
- Comprehensive offering and organizational documents
- Tax counseling
- Managed accounts
- Strategic investor and seed transactions
- GP and manager agreements
- Investor representation
- Service provider agreements
Emerging Managers Practice
KPPB LAW integrates efforts with the largest and best-known investment managers in the world and high-profile startup managers—to launch new investment management businesses. Startup managers benefit from lawyers who are creative, flexible, efficient—and responsive. Based on our firm’s decades-long history of leadership in representing investment managers, we remain uniquely committed to providing emerging managers with the highest level of client service and legal advice.
Emerging Managers Practice services include:
- Structuring onshore and offshore funds
- Structuring feeder funds
- Comprehensive offering and organizational documents
- Tax counseling
- Strategic investor and seed transactions
- GP and manager agreements
Family Office Practice
KPPB LAW’s investment management practice counsels wealthy families, based, both in the United States and internationally, on a range of legal issues involved with the raising capital through private placement memorandums and structuring their investments for the purposes of creation, growth, preservation, management, and transfer of their wealth. Every family office is unique we personalize our services to meet the needs of each client. Because KPPB LAW integrates various areas of our firm’s knowledge and experience, we seamlessly address high-net worth families with a variety of family office practice services.
Family Office Practice Services include:
- Structuring family office ownership and management
- Developing federal, state, local, and cross-border income and transfer tax planning for family entities and individual family members
- Advising regarding direct investments and allocation of capital to third-party managers
- Assisting family offices in complying with the Advisers Act and other federal and state regulatory requirements
- Designing and implementing family and philanthropic wealth transfer plans
- For families with growing trust networks, designing and implementing private trust companies, which provide robust, multigenerational governance structures, incentives to attract non-family experts as fiduciaries, and potential federal and state tax benefits
Contact KPPB LAW for Investment Management Services
For professional legal guidance and service related to investment management, contact KPPB LAW by phone or online today.
