Attorney

• Provide comprehensive assistance with fund formation, onboarding, fund filings, regulatory compliance, as well as corporate governance matters, and other legal activities.
• Manage and assist with the formation of investment vehicles, including structuring, initial filings and incorporation, the preparation and review of fund documentation such as limited partnership agreements, private placement memoranda, and subscription documents.
• Monitor and maintain compliance with relevant laws, regulations, applicable filings, and industry standards applicable to registered advisers and private investment funds.
• Perform due diligence on both private fund investments and co-investments, negotiate terms and side letters.
• Support investor onboarding, address legal inquiries and requests.
• Draft, review, and maintain legal documentation, including Form ADV, client agreements, and compliance-related materials.
• Collaborate with team members on various projects, providing legal support and contributing to the growth of Allocate.
• Assist General Counsel and engineering teams in the development of new legal product offerings.

Senior Fund Formation Attorney

Insurance Defense Attorney

Supervising Family Court Attorney

Conflicts Attorney

Mid Level Insurance Defense Attorney

Associate Attorney