Practice Area

Fund Formation & Alternative Investments

Structuring and documenting private investment funds and co-investment vehicles for sponsors, managers, and the families and institutions that invest alongside them.

Overview

Jason has advised on fund formations across private equity, venture capital, real estate, credit, and impact strategies, representing both the sponsors raising capital and the investors committing it.

That two-sided perspective shapes how terms get drafted: anticipating what sophisticated limited partners will negotiate, and protecting sponsors from provisions that look standard but carry real cost over the life of a fund.

Representative work

  • Fund structuring, including master-feeder, parallel, and blocker structures
  • Private placement memoranda, limited partnership agreements, and subscription documents
  • General partner and management company formation, carried interest, and fee economics
  • Side letters, most-favored-nation provisions, and investor negotiations
  • Co-investment vehicles, special purpose vehicles, and single-asset funds
  • Investment adviser registration and exempt reporting adviser questions
  • Small Business Investment Company (SBIC) fund structures

Who we advise

Emerging and established fund sponsors, investment managers and advisers, and family offices investing as limited partners.

Discuss a transaction or offering.

Start with a confidential conversation about where you are and what you need.