www.fundscounsel.com
New York City                                         Westchester
Serving the alternative investment funds industry
Management Company: Corporate / Investor Relations

Limited partnership agreements
LLC operating agreements
Shareholder agreements
Private placement memoranda
Investor side letters
Subscription agreements
Distribution / platform agreements
Solicitation / referral / placement agent agreements
Marketing materials / presentations
Due diligence questionnaires
Board minutes / resolutions
Advisory / investment committee resolutions
Domestic / foreign holding company formation / maintenance
Domestic / foreign “blocker” formation / maintenance
Inter-fund transfer agreements

Management Company: Operations

Prime brokerage / clearance agreements
ISDA / GMRA documentation
Investment advisory agreements
Sub-investment advisory agreements
Give-up / compensation agreements
Loan servicing agreements
Co-investment, capacity, account agreements
Investment adviser representation letters
Asset management agreements
Portfolio management agreements
Service agreements
Administration / custody agreements
SEC securities filings (Forms D, 13D, 13F, 13G, 16, 4, 5, 6)
HSR filings
BEA filings
Annual privacy notices

Management Company: Administration / HR

Software / IT licenses, subscription / service agreements
Vendor agreements
Consulting agreements
Infrastructure / outsourcing agreements
Executive employment / compensation agreements
Partner admission agreements
Job offer letters
Employee confidentiality / non-competition / non-solicitation agreements
Employee handbook
Separation / severance agreements
Employment search / placement agreements
D&O indemnification agreements
Employee visas
Office leases / subleases

Copyright (c) Frenkel Sukhman LLP 2015
MANAGEMENT COMPANY

We provide legal services for all fund management company matters, including:
750 Fifth Avenue
9th Floor
New York, NY 10017
212-286-4000
212-202-6285 fax
520 White Plains Road
Suite 500
Tarrytown, NY 10591
914-739-1600
914-206-4084 fax
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