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Investment Funds

Invest with the Best

Technical experience derived from decades of practice. A detailed understanding of applicable laws. The ability to think outside the box. Our investment management team wields these strengths every day on behalf of our clients. We regularly counsel and represent private equity funds, venture capital funds, real estate funds, hedge funds, energy funds, angel funds, business development companies, mutual funds, registered closed-end funds of funds, and fund managers — in all aspects of their investment activities.

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Our Experience

Case Study
Mintz’s Investment Funds Practice Co-chair Adam Gale formed and structured a complex real estate fund that enables non-US investors to invest in real estate private equity company Taurus.

# of fund formations in which we've been involved

Case Study
Mintz served as lead counsel to a major multinational mutual fund and financial services company in a multiyear initiative to purchase cloud computing services that will be used across the client's global enterprise.

Our Approach

We're a one-stop shop. We counsel clients on structuring, formation, regulatory / compliance, tax, and ERISA issues. We've also helped institutional investors and family offices invest in many of the leading private capital funds operating onshore and globally. We advise both start-up and well-established funds, in both domestic and offshore fund structures. Our tax partners have sophisticated capabilities, including structuring for tax-exempt, offshore, and ERISA investors. Our attorneys combine their transactional know-how with deep experience handling regulatory and compliance issues — including matters related to the Investment Advisers Act, Investment Company Act of 1940, Commodity Exchange Act, and broker-dealer laws. We advise all types of private funds and their managers, including private equity funds, venture capital funds, real estate funds, and hedge funds.

​Representative Funds
  • Registered investment companies and business development companies (BDCs)
  • Private equity funds
  • Hedge funds and commingled investment products
  • Real estate funds and debt funds
  • Venture capital funds
​At the Forefront
  • We've worked with alternative investment funds since institutional investors began investing in the mid-1970s
  • Up-to-date on the latest in fund structures for funds with offshore investors, including real estate funds and debt funds
  • Helped develop many now-standard fund provisions, such as clawback and blocker structures
  • Played a leadership role in developing structures to deal with institutional investor liquidity constraints
  • Mintz's Class Action Monitoring and Recovery practice has helped our clients recover almost $7 billion, including several hundred million dollars in 2017 alone. We represent mutual funds, institutional investors, public pension funds, trusts, investment advisors, and individuals as claimants in securities and antitrust class actions and regulatory settlements throughout the nation. We also represent clients by evaluating participation in non-US investor actions and settlements, which have ballooned throughout the world in the wake of the Supreme Court's Morrison decision
  • Visit our Viewpoints page “Class Action Recovery for Mutual Funds” which provides insight, news and analysis for mutual funds, investment advisors and institutional investors

Meet Mintz