Munck Wilson Mandala

Fund Formation

  • Veterans in Securities Law and Financial Services: Munck Wilson Mandala works with clients in all aspects of investment fund formation, assisting venture capitalists, hedge fund managers, private equity firms, and first-time fund sponsors.
  • Comprehensive Practice: We are leading advisors in securities law and financial services regulatory law, and we provide ongoing knowledge of venture capital funds, private equity funds, and hedge funds. We represent clients in technology, life sciences, consumer products, oil and gas, telecommunications, aerospace and defense, and health care, to name a few.

As a firm focused on innovation and technology, it’s no surprise that Munck Wilson Mandala clients look to us when they need legal advice on investment fund formation. We are well versed in the areas of law that affect fund formation, such as securities law and financial services regulations and we advise clients in investment fund structuring, terms and conditions, tax advantage structures, and cross border fundraising. We take pride in our ability to help clients in various fund formations.

Munck Wilson Mandala assists clients in all aspects of investment funds and the formation of funds. We provide legal counsel in structuring the initial investment, preparation of private offering documents, fund partnership and limited liability company agreements, legal and business due diligence, as well as drafting and negotiation of definitive investment and financing documents. As a technology-focused law firm, we focus on supporting innovators, entrepreneurs, and emerging businesses, in addition to life sciences and other developing industries.

The MWM fund formation team has extensive experience in securities law and financial services regulations related to venture capital funds, private equity funds, and hedge funds. Our experience and strong bench of corporate and securities attorneys gives us breadth in meeting the legal needs of investment fund sponsors, limited partners, and other investment fund participants.

We help our clients raise and operate a wide variety of funds and we are skilled at advising clients on the regulatory aspects of investment funds.

MWM’s Fund Formation Team Provides:

Broker-dealer Regulation and FINRA Obligations


Delaware Limited Partnership and LLC Law

Federal Securities Law Advice

Private Placement Under the Securities Act

Regulatory Advice

Tax Structuring

Chair, Transactional Law