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Private Fund Investors

Shearman & Sterling regularly represents major investors in the global private fund asset class, including sovereign wealth funds, family offices, corporations, funds of funds, high net worth individuals, pensions (including with respect to complex ERISA matters), endowments, private foundations, charitable organizations and quasi-governmental organizations, including development finance institutions.

We assist our clients with reviewing and negotiating fund structures and fund documents in light of market terms and the specialized needs of our clients, negotiating side letters, resolving tax, regulatory, policy and reporting matters, assisting with investment closings, and advising on post-closing fund manager communications and amendment requests. For clients that have an ongoing private fund investment program, we also prepare terms checklists and template side letters to help ensure consistency across investments. In addition, we have significant experience advising our investor clients on portfolio sales and other transactional matters.

Our Investment Funds team also works together with our Financial Institutions Advisory & Financial Regulatory team to represent global financial institutions and their investment management divisions in the creation of customized investment products for their high net worth and institutional clients, including private equity feeder funds, hedge feeder funds, managed accounts and direct investment programs. We advise on the most advantageous investment structures from an economic, tax, legal and regulatory perspective, working to address the needs of diverse parties including US tax-exempt entities, and US and non-US pension plans and individuals. Our advice to our financial institution clients ranges from US broker-dealer regulation and US securities law compliance, to Volcker Rule analysis and regulations specific to retail offerings in the United Kingdom. As both global fund sponsors and investors, our financial institution clients value the range of global capabilities we offer for all aspects of their investment management businesses.

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