We are a boutique law firm focused on providing full-service investment fund counsel to the investment management industry. We specialize in structuring domestic and offshore hedge funds, private equity funds, real estate funds / syndicates, funds-of-funds, commodity pools, incubator funds and other pooled investment vehicles.
Our mission is simple: Provide clients with top-tier, sophisticated investment fund counsel with the responsiveness and competitive pricing of a boutique practice.
Kevin advises investment managers on all aspects of the fund formation process. He focuses his practice on structuring domestic and offshore securities offerings, including traditional hedge funds, commodity pools, incubator funds, private equity funds, real estate funds / syndications and other alternative investment vehicles. Kevin also assists managers with compliance and regulatory matters, including registering investment advisers with the SEC and state securities divisions, as well as registering commodity pool operators and commodity trading advisors with the CFTC and NFA. Kevin lives with his wife in Atlanta.
Emory University School of Law, J.D.
University of Georgia, B.B.A. in Finance
Client Relations Director
Emily assists investment managers with their administrative and compliance obligations, including entity formations, investment adviser registrations, commodity pool operator / commodity trading advisor registrations, regulatory filings and other compliance matters. In addition, Emily utilizes her background in marketing, design and social media to lead the firm’s marketing and web-based initiatives. Emily grew up in Fort Mill, SC, and lives in Atlanta with her husband.
Clemson University, B.S. in Travel and Tourism Management
Jeremy provides investment managers comprehensive advice regarding the fund formation process. Prior to joining the firm, Jeremy reviewed fund filings and worked on compliance matters for the Securities Division of the Georgia Office of Secretary of State. Jeremy utilizes his experience to help investment managers navigate the regulatory requirements associated with forming and maintaining an investment fund. Jeremy grew up in Atlanta and currently resides in the city.
University of Georgia School of Law, J.D.
Birmingham-Southern College, B.S. in Business Administration