Hedge Funds

SRZ's investment management group, working in tandem with the other practice areas in the firm, has unparalleled experience advising hedge fund managers in all aspects and stages of their business including:

Fund Structuring and Marketing

• Fund structuring, formation and documentation
• Advice on "market" terms for funds based on their investment strategies
• Structuring of hybrid hedge/private equity funds
• Seed capital arrangements
• Advice on fund marketing materials, including regulatory issues
• Investor negotiations
• Advice and negotiation of agreements with prime brokers and administrators
• Structuring funds to comply with banking regulations (for funds sponsored by banking organizations)

Investments

• Acquisition and financing of fund investments
• Derivative transactions
• Representation in bankruptcy proceedings

Compliance/Litigation

• Advice on trading rules and compliance
• U.S. and U.K. investment adviser registration and compliance
• CFTC registration and exemptions
• Representation in enforcement actions and litigation matters
• Schedule 13D, 13G and 13F and Section 16 filings
• Advice on managing conflicts of interest

Management Companies

• Employee and partner compensation arrangements and tax planning
• Golden handcuffs and restrictive covenants
• Estate planning
• Sales, acquisitions, spin-offs and internal and external exit strategies

Our U.S. and London offices represent hedge fund managers in the U.S., the U.K. and Europe.

We understand the hedge fund industry from both a legal and a business perspective and have been involved in the formation of every type of hedge fund 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.