Investment Management

Thomas M. Ahmadifar Associate (202) 775-1237 vCard
Harvey E. Bines Partner (617) 338-2828 vCard
John L. Chilton Partner (202) 775-1213 vCard
Nicole M. Crum Partner (202) 775-1218 vCard
Christopher C. Curtis Partner (617) 338-2839 vCard
W. Lee H. Dunham Partner (617) 338-2869 vCard
Arie Heijkoop Jr. Counsel (202) 775-1227 vCard
John Hunt Partner (617) 338-2961 vCard
David M. Leahy Partner (202) 775-1201 vCard
David C. Mahaffey Partner (202) 775-1207 vCard
Eric D. Simanek Associate (202) 775-1232 vCard
Joel S. Telpner Partner (212) 660-3015 vCard
Matthew J. Van Wormer Partner (212) 660-3067 vCard
John A. Dudley Retired Partner vCard
Peter G. Johannsen Retired Partner (617) 338-2865 vCard

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Our lawyers represent the financial and regulatory interests of mutual funds, independent directors of mutual funds, investment advisers and broker-dealers, banks, insurance companies and insurance company separate accounts. As counsel to several of the nation's largest mutual fund groups and institutional money managers, we help our clients comply with federal and state securities laws, develop tax planning strategies, acquire and divest investment advisers and create innovative mutual fund capital structures and operating procedures.

Read the full Investment Management practice profile

Representative Client Work

  • Provide fund clients with assistance in establishing and registering new open-end, close-end, and exchange-traded funds
  • Advise funds and fund boards on regulatory and legal compliance issues
  • Counsel fund clients on federal and state tax issues
  • Represent investment advisers and their principals on acquisitions and sales of investment advisory businesses
  • Represent one of the largest private equity managers on the offering, distribution and management of private equity funds
  • Conduct internal compliance reviews of investment advisers