Investment Management Money Matters

Shifting investment patterns, increased regulations, and emerging technologies are expected to significantly impact the investment management industry in the coming years. We can help you navigate these changes. With one of the largest investment management practices in the Southeast, Kilpatrick Townsend’s Investment Management Team provides straightforward, efficient solutions on all aspects of formation, investment, transactional, compliance, and enforcement matters. Our broad client base — investment advisers, broker-dealers, mutual funds, and investment pools of all types, including institutional investment funds and family offices — gives us a unique perspective regarding the entire investment management process. This insight, coupled with our comprehensive industry knowledge and experience, allows us to help clients identify opportunities and solutions, manage and anticipate risks, and foster long-term relationships with government regulators and policymakers.

Reach

Bottom-Line Results

Our dedicated attorneys offer comprehensive advice across a wide range of practice areas — corporate, finance, mergers and acquisitions, employment, ERISA, tax, antitrust, securities, and litigation — while tracking industry, regulatory, and judicial trends to formulate the most effective legal strategies for our clients. We work collaboratively to best structure and negotiate large, private corporate investments, real estate funds, and investment funds in both singular and multijurisdictional matters at the federal and state level for both domestic and offshore funds of all sizes and structures. We also come uniquely qualified to handle legal and regulatory examinations, investigations, enforcement, and litigation matters before the SEC, CFTC, DOJ, FINRA, NASAA, and all 50 state securities commissions, attorney generals, and local authorities.

Service Areas

  • Broker-Dealer
  • Hedge Funds
  • Investment Advisers
  • Mutual Funds, ETFs, Closed-End Funds & UITs
  • Private Equity Funds
  • Real Estate Funds
  • Securities Compliance, Enforcement & Litigation

Approach

Long-Term Gains

In addition to our extensive experience, industry acumen, and practical know-how, our attorneys are readily accessible — including partners — and understand the importance of building longstanding client relationships based on trust and respect. Through regular communication and proactive assistance, we help clients stay ahead of the curve, while creating practical, innovative, cost-effective, and lasting solutions.

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One Of The

Largest

investment management practices in the Southeast

15+

multidisciplinary attorneys with 100+ years of collective experience

Top Ranking

Mergers & Acquisitions and Buyouts
Legal 500 U.S. (2016)

Insights

Perspectives

Kilpatrick Townsend Counsel to Leaders

News Releases

Paul Foley Elected President of the Southeastern Hedge Fund Association

Alerts

Fiduciary Rule: June 9 & Beyond

Alerts

SEC Issues Custody Rule Guidance

Publications

Political Rhetoric and Hedge Fund Regulation

Alerts

Comprehensive Partnership Audit Reform Requires Amendments To Partnership (and LLC Operating) Agreements

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