Pitblado’s Investment Funds Practice Group has decades of in-house experience in the financial services industry. That allows us to provide practical “we’ve been in your shoes” answers to your questions and seasoned guidance to you in establishing and maintaining your investment fund structure.
Our team members have served as Chief Compliance Officer, General Counsel, VP-Compliance, directors and senior officers with fund companies and IRC members.
We advise clients through the entire investment fund cycle, including organization, product creation, structuring, sales, operations, regulatory compliance and investigations.
We work with portfolio management firms and IFMs, private investment fund groups, real estate groups, and private equity and venture capital groups.
Our expertise covers mutual funds, ETFs, private equity funds, venture capital funds, pooled funds, real estate funds, as well as discretionary portfolio manager internal client funds. We also advise on fund mergers and registrant M&A (buy-side and sell-side).
Our cross-disciplinary approach to client service brings lawyers with tax, litigation and other areas of expertise to the table to help our clients manage other business-related issues as they arise.
