Instead of trying to be everything to everybody, we’ve made a name for ourselves by delivering what our clients need most: in-depth, hands-on legal counsel throughout the financial services sector — and beyond.
Throughout our history, Schulte has provided comprehensive pro bono services to local and national nonprofit organizations. Today, we serve more than 50 nonprofits and work to advance a variety of social justice causes.
Inside the firm, we work hard to attract diverse, talented lawyers and encourage their career growth and advancement. And outside the office, we’re active in volunteer drives and local initiatives that support women and minorities’ professional success.
We take doing “good work” seriously — whether we’re talking about our high ethical standards or the way in which we foster a positive and inclusive culture for our personnel and support local communities.
Schulte has unparalleled experience advising hedge fund managers in the United States, the United Kingdom and around the world. With market-leading experience and an appreciation of both legal and business perspectives, we provide comprehensive support to hedge fund managers on all aspects and stages of their operation, from fund structuring and tax matters to compliance and litigation.
“A superb group. [They] do a fantastic job; what I value is their deep knowledge of the hedge fund market and their clarity in communicating what they know.” — Chambers USA
Types of Funds Represented
We represent more than 400 hedge fund, private equity fund and fund-of-funds managers and thousands of investment funds globally.
Credit and high-yield
Schulte is also one of only a few law firms with a dedicated group of lawyers who focus on regulatory and compliance matters particular to hedge funds. With this specialized knowledge and our long history in the market, it is no surprise that we serve as principal counsel to many of the leading domestic and international funds and fund managers.
Fund Structuring and Marketing
Fund structuring, formation and documentation
Advice on “market” terms for funds based on their investment strategies
Structuring of hybrid hedge/private equity funds
Advice on fund marketing materials, including regulatory issues
Side letter negotiations
Advice and negotiation of agreements with prime brokers and administrators
Acquisition and financing of fund investments
Representation in bankruptcy proceedings
Advice on trading rules and compliance
U.S. and U.K. investment adviser registration and compliance
CFTC registration and exemptions
Representation in enforcement actions and litigation matters
Schedule 13D, 13G, and 13F and Section 16 filings
Advice on managing conflicts of interest
Employee and partner compensation arrangements and tax planning
Golden handcuffs and restrictive covenants
Sales, acquisitions, spin-offs and internal and external exit strategies
The 亚投彩票 edition of The Legal 500 US recognized Schulte and the firm’s lawyers in 14 practice areas. The categories are Dispute Resolution (Corporate Investigations and White-Collar Criminal Defense: Advice to Corporates, Corporate...
The 亚投彩票 edition of Chambers USA: America’s Leading Lawyers for Business recognized Schulte and the firm’s lawyers in 17 practice areas. The categories are Bankruptcy/Restructuring (Nationwide and New...
Schulte Roth & Zabel (SRZ) is hosting its 29th Annual Private Investment Funds Seminar today in New York. Renowned for its market-leading funds practice, SRZ is the most sought-after law firm for the world’s leading private investment...
Schulte lawyers have collaborated to update and expand Insider Trading Law and Compliance Answer Book 亚投彩票, published by Practising Law Institute. The book is a guide to the breadth and scope of the insider trading laws, including all the elements...
Credit funds have become "the new banks" since the 2008 crisis, as traditional banks lent less and a non-bank lending industry flourished. Strategies range from mezzanine credit funds with lower risk and return targets, to loan origination funds and...
The 亚投彩票 edition of U.S. News – Best Lawyers “Best Law Firms” recognized Schulte in 25 practice areas, both nationally and in the metropolitan areas of New York City and Washington, DC. Included firms are recognized for professional...
Schulte was named “Best Onshore Law Firm” at the 2019 HFM US Hedge Fund 亚投彩票 Awards. The award honors the firm that has demonstrated a consistently high standard in providing legal services to the sector. The annual awards...
Our full-service approach, involving lawyers from across multiple practice areas, provides clients with expert guidance and practical advice with respect to:Chartering, licensing and regulatory compliance for banks, broker-dealers and investment...
We represent many of the wealthiest individuals in the country on their personal legal matters, including entrepreneurs, managers of large investment funds and those who have inherited substantial wealth. We also represent individuals, banks and...
That counsel is bolstered with knowledge from every practice area of our firm — from tax and M&A to intellectual property, employment law and litigation — so your fund is covered from every angle. With proven business acumen and financial expertise,...
Our lawyers take a collaborative approach, working side by side with other specialists at our firm to provide their private equity-oriented expertise on fund formation, deal structuring and day-to-day issues faced by funds and their portfolio...
Deep 1940 Act ExperienceEach with more than a decade of experience working with regulated funds and their advisers, the partners in our regulated funds practice have extensive experience advising clients on complex regulatory matters under the 1940...
Our regulatory & compliance practice consists of more than 50 lawyers, including over 30 partners, all with extensive regulatory and compliance experience and many of whom have prior experience working at the U.S. Securities and Exchange Commission (...
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