PRACTICE
Private Investment Funds
Overview
Pierson Ferdinand’s Private Investment Funds Team offers comprehensive guidance to clients in the global private investment funds industry, spanning various market sectors and investment strategies. We assist fund sponsors and managers throughout the entire lifecycle of private funds, from their formation, operation, and regulation to strategic arrangements and investment opportunities assessment. We also handle structuring agreements with service providers and ensure compliance with intricate local and international regulations.
Experience
We provide strategic advice to institutional investors regarding the structuring of their global investment and training programs, representing these investors in their primary investments, co-investments, and secondary investments. Our services extend to facilitating transactions for global buyers and sellers of private fund and portfolio company interests in the secondary market. We also craft unique investment structures such as customized investment funds, separate accounts, joint ventures, seed arrangements, and various other tailored products.
We offer guidance to a wide range of participants in the private funds industry, including hedge funds, private equity funds, funds of funds, secondary funds, venture capital funds, clean-tech funds, infrastructure funds, hybrid funds, impact (mission-related) funds, and crypto-focused funds. We collaborate closely with our clients to achieve their business objectives in a diverse array of complex and innovative matters.
Our services encompass structuring the participation of institutional limited partners in both United States and international funds, designing tax-efficient management company and employment arrangements, ensuring compliance with regulatory restrictions on fund investments by regulated entities, and minimizing United States federal taxes for non-United States persons. We also guide clients in adhering to various US laws, such as the Securities Act of 1933, the Securities Exchange Act of 1934, the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Commodity Exchange Act, the Internal Revenue Code, and the Employee Retirement Income Security Act (ERISA), as well as the laws of different international jurisdictions, in consultation with local counsel.