Private Fund Counsel · Salt Lake City

Form the fund. Then close the deals that follow the raise.

We form the fund — hedge, venture, private equity, and real estate — get the structure right, and handle the M&A, acquisitions, and deals that put the capital to work. One firm across the whole lifecycle, from first close through every deal the fund makes.

Built by a fund GP, not just a fund lawyer — a current hedge fund general partner who has raised capital and run the structures we build.

A fund is only as sound as the structure beneath it.

Get the entity, the investor classes, and the fund economics right, and everything downstream works — the raise, every deal, and the waterfall. Get them wrong and the fund's own investors pay for it. That structuring is the work, and it's where we're deepest.

Operator's perspectiveA fund GP, not just counselFounder is a current hedge fund general partner and sits on the board of a biotech company.
JurisdictionLicensed in three statesUtah, Arizona & North Carolina — and U.S. Tax Court — representing clients worldwide.
ReachBilingual, by experienceFluent in Spanish, with hands-on deal experience as a fund principal — including cross-border when a deal calls for it.
RecognitionIndependently ratedRecognized by Super Lawyers and rated by Avvo for securities and fund work.
The Practice

Form the fund. Raise it. Close the deals.

01
Anchor

Fund Formation

Hedge funds, venture, private equity, and real estate funds — U.S. vehicles and SPVs, Reg D and Reg S offerings, built for the strategy. The core work, done cleanly.

02
After the raise

Deals & M&A

The work that follows the raise — M&A and acquisitions, roll-ups and add-ons, venture rounds and SAFEs, real estate closings. The deal counsel that actually deploys the capital you raised.

03
When it applies

Structuring & Cross-Border

Investor-class design, fund economics and the waterfall — and, when capital crosses a border, blockers, FIRPTA, and treaty planning. The structuring that makes a deal work.

The Approach

Domestic or global, the structure is the whole game.

  • Full lifecycle. Formation, the raise, every deal the fund makes, and ongoing maintenance — one firm across the arc, not just at the start.
  • Deals after the raise. Formation is the start. We also paper the M&A, acquisitions, and investments that deploy the capital — the deal counsel most fund firms hand off.
  • Partner, don't duplicate. Offshore vehicles are formed by established Cayman and BVI counsel; we architect the U.S. side and quarterback the whole.
  • Transparent fees. Flat and scoped pricing, quoted up front. You know the number before we begin.
  • Your own secure portal. Fund documents, compliance, deal closings, and status — organized in one place, not buried in email.
Begin

Tell us about the fund. We'll scope the path.

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