Practice area

Investment Fund Formation

Counseling exempt reporting advisers (ERA) and registered investment advisers (RIA), and structuring alternative asset funds.

Experience

  • Counseled both ERA and RIA entities on formation and compliance.
  • Established alternative asset funds in Ireland and Luxembourg with over $1 billion in assets.
  • Advised on alternative asset classes including life settlements, premium finance, installment loans, credit-card portfolios, and medical receivables.
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