Fund Formation

We represent sponsors of and investors in a range of pooled investment vehicles.

  • Private equity, buyout, venture capital, and hedge funds

  • Feeder funds, parallel funds, alternative investment vehicles (AIVs), and special purpose vehicles (SPVs)

  • Qualified opportunity funds (QOFs)

  • Tax-exempt investors and unrelated business income tax (UBIT)

  • Non-U.S. investors and effectively connected income (ECI), commercial activity income (CAI), Foreign Account Tax Compliance Act (FATCA), Foreign Investment in Real Property Tax Act (FIRPTA), blocker corporations, withholding taxes, tax treaties

  • Carried interest and incentive allocation planning