Investment Management

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SRZ has the premier practice in investment management. Our investment management group is devoted to structuring hedge funds, private equity funds and mutual funds, and providing regulatory advice. It is supported by lawyers in the firm's tax, ERISA, business transactions, derivatives, finance, structured products, employment, bank regulatory, real estate, estate planning and litigation groups, all of whom have substantial expertise in the issues facing investment funds and investment managers. SRZ's London office was opened in anticipation of client needs and now provides our fund clients invaluable assistance, offering both U.K. and U.S. legal capabilities.

We have expertise in:

  • Domestic and foreign hedge funds, including long/short equity funds; global macro funds; risk, merger, convertible and statistical arbitrage funds; distressed and high-yield funds; fixed-income arbitrage; relative value funds; event-driven funds; multi-strategy funds; quantitative strategy funds; sector funds, including technology, health care, banking, media and energy; emerging markets funds, both equity and debt; funds of funds and multi-manager funds; and commodity pools
  • Mutual funds and closed-end registered investment companies, including registered hedge funds, commingled investment trusts for ERISA plans and commodity pools
  • Investment adviser, broker-dealer, commodity pool operator and trading advisor organizations and regulations
  • Domestic and foreign private equity funds, including leveraged buyout, venture capital, distressed asset, real estate and fund of funds, as well as new innovative fund products
  • Principal protected funds, insurance products and other structured funds

What is Unique About SRZ?

Several attributes distinguish SRZ from our peers:

  • We are preeminent in the field.
  • We represent both sponsors and investors.
  • The core of our fund practice is composed of approximately 100 lawyers (including 20 dedicated partners and special counsel).
  • Client teams are interdisciplinary, drawing on expertise in such areas as regulatory, tax, ERISA, financing, business transactions and reorganization, derivatives, employment law, executive compensation, estate planning, intellectual property, litigation and anti-money laundering.
  • Our expertise extends across all investment and financing strategies.
  • We place as much emphasis on structuring the fund management entity (and assuring its successful operation) as we do on properly structuring the funds to suit their investment strategies.


Representative Experience

GSO Capital Partners


Bayview Financial LP


Pershing Square Capital Management LP