Hedge Funds
Schulte has unparalleled experience advising hedge fund managers in the United States, the United Kingdom and around the world. With market-leading experience and an appreciation of both legal and business perspectives, we provide comprehensive support to hedge fund managers on all aspects and stages of their operation, from fund structuring and tax matters to compliance and litigation.
“A superb group. [They] do a fantastic job; what I value is their deep knowledge of the hedge fund market and their clarity in communicating what they know.” — Chambers USA
Types of Funds Represented
We represent more than 400 hedge fund, private equity fund and fund-of-funds managers and thousands of investment funds globally.
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Schulte is also one of only a few law firms with a dedicated group of lawyers who focus on regulatory and compliance matters particular to hedge funds. With this specialized knowledge and our long history in the market, it is no surprise that we serve as principal counsel to many of the leading domestic and international funds and fund managers.
Representations
- 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
- Side letter negotiations
- Advice and negotiation of agreements with prime brokers and administrators
- Investments
- Acquisition and financing of fund investments
- Derivative transactions
- Representation in bankruptcy proceedings
- Proxy contests
- 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
- Management succession
- Golden handcuffs and restrictive covenants
- Estate planning
- Sales, acquisitions, spin-offs and internal and external exit strategies
