Fund Formation and Investment Management

Basswood is dedicated to being your trusted partner in achieving your business goals. We advise on the formation and on-going operation of investment funds engaging in a broad spectrum of investment activities, including broker-dealer transactions and related compliance. We advise a broad spectrum of private fund strategies including hedge funds, private equity, venture capital, real estate, and other pooled investments.

Our team has extensive experience advising on transactions within the investment management industry. Whether you are a fund sponsor, fund manager, institutional investor, or a broker-dealer, our team provides customized and sophisticated solutions tailored to meet your business needs.

We serve onshore and offshore funds following various investment strategies, in all stages of investment fund life cycles, and across a broad industry, including in energy, real property, venture, technology, and digital assets. In collaboration with our tax practice, we can provide you with comprehensive counsel in structuring tailored investment vehicles to meet your specific needs. We pride ourselves in guiding you in maneuvering the legal, regulatory, tax, transactional and commercial labyrinth of the investment space.

Our commitment to your success and growth is reflected in our innovative “stage sync” billing. Whether you are an emerging fund manager or a registered investment adviser, we work with you to devise customized, practical strategies that will meet your goals.