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Fund Formation Attorney in Dana Point, California

Our extensive experience in fund formation includes working with foreign entities on fund creation for investing in the U.S., as well as the formation of funds specializing in life sciences and technology investing worldwide. Specific considerations include:

  • Formation and Operating Agreements

  • Creation of Blocker Entities when needed and appropriate

  • Creation of Private Placement Memorandum and other associated instruments and counsel on investor recruitment

  • Creation of Subscription Agreement

  • Optimizing tax and securities structuring including the creation of entities to enable both foreign and domestic investment

Put Experience On Your Side

The following is a sample list of recent projects and clients that we have worked on that are relevant to forming your fund and representing the fund in the future. To protect client confidentiality specific names have been omitted.

  • Formation of film production fund.

  • Representation of General Partners in the creation of a real estate debt fund in Southern California.

  • Formation of numerous limited partnership and limited liability company investment funds.

  • Assist in the formation of Hedge Fund for a money manager.