Investment Management & Fund Formation 

Fund Representation

Mintz Levin currently counsels and represents private equity funds, mutual funds, hedge funds, business development companies, and their sponsors and managers in all aspects of their activities. Our services for these clients include product development, organization, formation, and the establishment and maintenance of appropriate operating procedures, including the securities, tax and ERISA work involved at each of those stages. We have also served as purchaser's counsel, representing a number of tax-free bond funds as lead investor in bond financings, and as counsel to independent trustees.

Institutional Investor Representation

Serving the particular needs of institutional investors is one of Mintz Levin's long-standing areas of specialization, and Mintz Levin has become a national leader in the investment counsel field. Mintz Levin's clients include a range of different types of institutional investors, including mutual funds, insurance companies, asset managers, endowments, pension funds, investment advisors, trusts and other large investors. While each type of investor presents its own unique set of issues, they are all sophisticated financial entities and savvy consumers of legal talent. Our clients include many of the nation's most prominent investors in municipal debt and private equity, as well as a variety of investors in corporate debt and equity securities.