Brian Jacobson collaborates with alternative investment managers to form and structure private investment funds and maintain compliance. Brian also assists companies and investment firms with mergers and acquisitions and corporate and securities law issues, including investment management, securities regulation and corporate governance.
Investment Management & Funds
Brian advises on:
Private equity, hedge fund and hybrid fund launches and restructurings
Forming and registering investment advisors and commodity pool operators
Negotiating investment management agreements and side letters
Legal review of private fund constituent documents
Alternative investments considerations for institutional investors
Secondary market transactions for private fund interests
Brian counsels investment advisors on federal and state registration matters and regulatory compliance issues, including marketing materials, advisory agreements and new regulatory developments.