Investment Management

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  • Overview

    Miller & Martin is a leader in legal work for private investment firms, with attorneys who counsel clients in the myriad of particulars that must be addressed by private investment funds and their managers, registered investment advisors and broker-dealers.

    Our attorneys can handle all aspects of regulation related to investment funds. We routinely prepare offering documents, including private placement memoranda, partnership agreements and subscription agreements. We provide the legal review and advice on documents submitted to investment managers on potential investments and negotiate credit lines for investment funds.

    The firm has talent and experience that is unusual for a firm in the Southeast.

  • Experience

    • Representing several major fund managers in establishing families of investment funds in excess of $1 billion, including setting up funds, drafting offering documents and private placement memos, and reviewing all other relevant documents.
    • Negotiating a $40 million line of credit at a major national bank for a $275 million investment fund.
    • Setting up an investment partnership off-shore in the Cayman Islands.
    • Advising independent investors on investments in hedge funds.
  • Corporate
    Litigation
    Securities