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Fund Management & Investment Structuring

Investment vehicles built for governance, institutional subscription, and scale

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Structuring for the exemption relied upon and the investors it admits

Obligations that attach when pension or retirement capital is admitted

We advise institutional investors, family offices, and sponsors on the design, governance, and management of investment vehicles — structured for the investors they are meant to attract and the regime they will be offered under.

US fund formation turns on the exemptions relied upon and the investors admitted: those choices set the disclosure regime, the marketing that is permitted, and the obligations the manager carries. A vehicle raising from pension plans carries different duties again, and the structure has to be built for that from the start.

Fund formation, infrastructure and private markets vehicles, and co-investment platforms for domestic and cross-border capital across the Americas.

Fund Management & Investment Structuring

Investment vehicles designed for governance, performance, and scale

Institutional fund structure

Governance architecture connecting GP, LP, co-investors, and oversight committees.

General partnerInvestment & governance
01Limited partnersInstitutional capital
02Co-investorsStrategic LPs & DFIs
03Advisory committeeLP oversight
04ESG committeeImpact & reporting

Services & capabilities

What we deliver

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Capability detail

Fund architecture

Legal and economic structuring — terms, waterfalls, and governance fitted to the investors sought and the regime relied upon.

15+

Fund mandates

Structured across asset classes and geographies

AIFMD

Regulatory depth

EU fund compliance and cross-border distribution to non-EU investors

How we've helped

Fund formation

Establishing an infrastructure vehicle for institutional LPs

We advised on the formation of an infrastructure vehicle raising from US and European investors — structuring LP and GP terms, governance documentation, and the reporting standards each investor base required.

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Our approach

A disciplined approach to capital advisory

Our team guides clients through structure and domicile, LP and GP alignment, regulatory positioning, and operational setup — so vehicles are investable, governable, and offered in a form that matches the capital being sought.

Define

Clarify strategy, LP profile, regulatory route, and economic terms — including waterfalls, fees, and governance expectations.

Architect

Draft fund documentation, regulatory filings, and operational setup with administrators, depositaries, and legal counsel.

Launch

Coordinate anchor outreach, data-room diligence, and subscription closings with institutional discipline.

Operate

Implement reporting, compliance, and portfolio oversight frameworks from first close onward.

Client outcomes

  • Investable structures with governance and terms institutional LPs recognise
  • Vehicles positioned correctly for the exemption and investor base relied upon
  • Operational frameworks supporting reporting, compliance, and oversight from launch
  • Capital raised through disciplined investor outreach and documentation

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Discuss your mandate

Discuss this advisory pillar with our team.