Investment Funds
We advise clients on the structure, organization and offering of private investment funds, including private equity funds, hedge funds, real estate funds and funds of funds.

With decades of experience representing investment funds, our advice covers a broad scope of legal and compliance issues faced by funds and their managers under state and federal laws and regulations.

We also leverage the skills of multiple areas of law to provide a full range of services to our clients, including:
  • Fund structure, formation and documentation
  • Business term alternatives
  • Tax and ERISA analysis
  • Marketing arrangements
  • Investor negotiations, including side letters and coinvestment structures
  • Structuring funds to comply with banking regulations (for funds sponsored by banks)
  • Contracts with service providers
  • Manager structure and formation issues
  • Fund transactions, including portfolio loans and investments, acquisitions, dispositions, coinvestments and portfolio company representation

Formation of Qualified Opportunity Fund

Formed and organized a Qualified Opportunity Fund, Qualified Opportunity Zone Business, and Fund Manager for purposes of investing in real estate located in an opportunity zone in Portland, Oregon.

SEC Publishes Revised Investment Adviser Marketing Rule, Effective May 4, 2021

At long last, the SEC has finally published its Revised Investment Adviser Marketing Rule. effective as of May 4, 2021. Investment advisers will have 18 months following the effective date, or until November 4, 2022, to come into compliance with the…
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Trump Proclamation Suspends Entry of Immigrant Visa Applicants Into U.S. for 60 Days

On April 22, 2020, President Trump issued a Presidential Proclamation temporarily suspending entry into the United States of certain foreign nationals outside the United States seeking immigrant visas. The Proclamation has several exceptions, and…
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Financial Services Attorneys Host COVID-19 Impact Webinar for Investment Advisors

Tonkon Torp Financial Services attorneys Jessica Morgan, Christopher Pallanch and Jarell Hunt hosted a webinar for investment advisors and private fund managers to explore how COVID-19 has impacted regulations, compliance requirements, examinations…
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Tonkon Torp Webinar Shares How COVID-19 has Changed the Investor Landscape

On May 5, Tonkon Torp hosted a webinar focused on how investors are responding to the pandemic, and how emerging companies can find capital in this unpredictable environment. The webinar was moderated by Brenda Meltebeke, Chair of Tonkon Torp's…
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Representative Matters

Formation of Qualified Opportunity Fund

Formed and organized a Qualified Opportunity Fund, Qualified Opportunity Zone Business, and Fund Manager for purposes of investing in real estate located in an opportunity zone in Portland, Oregon.