Holme Roberts & Owen LLP
Coach · consulting
Info
Holme Roberts & Owen LLP offers substantial experience in advising sponsors, managers and advisers on the formation and operation of hedge funds and other private investment entities. The depth of our experience, coupled with up-to-date technological capabilities, enables us to provide high quality products and services in an efficient and timely manner for clients throughout the United States. Our team has helped form over 80 domestic and off-shore funds encompassing a wide variety of investment strategies. These strategies include long/short equity and derivative investments, funds of funds, sector concentrations (such as technology, telecommunications and precious metals), emerging global markets, private equity ventures, dividend yields, fixed income instruments and natural resources. The group has similarly helped sponsors and partners in the formation of venture capital funds. Our services begin with pre-formation advice and strategy, fund formation and document preparation, and extend to helping clients navigate the federal, state and foreign laws impacting private investment fund operations, such as state and federal securities laws, broker-dealer and investment adviser regulations, ERISA, tax, and the Investment Company Act of 1940. Important issues we advise on include adviser compensation, partner admission and withdrawal standards, investments by IRAs and ERISA plans, partnership allocations (including gains, losses and "hot" issues), and articulating in a clear fashion the fund's investment objectives and strategies and the unique risks associated with those strategies. As part of our value-added services, we provide periodic updates to clients on events and new laws and regulations that impact hedge fund formation and operations. We also offer contacts to high-quality and responsive fund administrators, auditors and other support services. The primary contact for our hedge fund practice is Mark W. Weakley. Mark operates out of our Boulder office and can be contacted at (303) 417-8549.
Map
1700 Lincoln Street Suite 4100, 80203 Denver