Our dedicated funds team specialises in all aspects of alternative investment funds including real estate, private equity and debt and infrastructure in addition to other asset holding structures.

We offer our clients a full range of legal services from a fund’s inception right through to its dissolution or disposal, including potential restructuring and consideration of exit strategies (such as AIM/full market listing, buyout and portfolio sale). Our advice covers structuring, taxation, regulation, financing, marketing and equity raising, establishment, operation and winding-up as well as reorganisation, investor participation and secondary transactions.

We have a renowned reputation for establishing and advising on both onshore and offshore structures including traditional private equity type structures, GPs limited partnerships, Limited Liability Partnerships, companies and unit trusts. Together with our brilliant corporate and property transactional teams and our banking, employment and tax teams, we also provide seamless advice on the acquisition, asset management, refinancing and disposal of funds’ underlying assets.

We act for both managers of, and investors in, alternative investment funds and property holding structures that range from first time start-up managers and novice investors to those with many years’ experience. We advise on structuring and successfully closing, tax efficient and regulatory compliant funds as quickly as possible and advise potential investors on fund terms in the context of prevailing markets and negotiate with fund managers on their behalf.

The increasing level of regulation imposed on funds and their GPs, managers and promoters means that it is crucial for those managing, marketing or investing in funds to have access to up-to-the-minute regulatory advice.  We have considerable experience of advising clients on all aspects of UK financial services law and regulation including that relating to the marketing, establishment and operation of alternative investment funds such as AIFMD and FATCA.

If you have any questions or queries please call Ella on +44 (0)20 3036 7328 or email eleonard@fladgate.com

If you have any questions or queries please call Edward on +44 (0)20 3036 7305 or email emorgan@fladgate.com

“Advises on a diverse range of funds matters and is particularly well-recognised for its work on the real estate funds
side. Proficient in matters relating to onshore and offshore funds”

Chambers UK
 
  • Advising an established FCA authorised manager regarding AIFMD compliance and its FCA application for AIFM authorization.
  • Advising Alternative Bridging Corporation on the operation of its business in the context of AIFMD and consumer credit regulations and on ongoing compliance issues.
  • Advising a Russian adviser, O2 Consulting, on UK financial regulation matters including in respect of the AIFMD.
  • Advising an established FCA authorised manager regarding AIFMD compliance and its FCA application for AIFM authorization.

 

  • Advising a real estate group on the AIFMD and the specific exemptions available to holding companies.
  • Advising a sports, music and entertainment finance house on the establishment of a US$375m UK alternative investment fund with a Delaware feeder structure.
  • Formation of a £175m tax efficient fund for the development of an office park near Newcastle.
  • Advising one of the world’s largest private equity firms on understanding the legal and regulatory framework across multiple EU jurisdictions relating to the transfer of players between professional football clubs.
  • Advising on the creation of a television sports receivables fund through a UK and wider European structure.
  • Advising Vanbrugh Prime Property Growth Fund, a Jersey based prime London residential property and fund, on its second round fund-raising and its acquisition of assets.
  • Advising a new investment manager on the establishment of a £50m fund as an English limited partnership investing in London prime residential real estate.
  • Advising Tadhamon Capital, administrators of a Bahraini Shari’ah compliant investment fund, on its acquisition of a special educational establishment in the UK including relating to the establishment of Shari’ah compliant asset holding structure.