North America - United States • Investment fund formation and management
Morgan, Lewis & Bockius LLP
Fund sponsors and institutional investors in private funds, including notable public pension plans comprise some of Morgan, Lewis & Bockius LLP‘s key clients. The firm's wide-ranging practice handles the forming of new funds, separate accounts, co-investments, secondaries transactions and GP led restructurings. The team is jointly led by Jedd Wider in New York and Stephen Tirrell in Boston, with Wider focusing on global hedge, secondary, private equity and venture capital funds with a particular focus on funds of one and managed accounts and Tirrell advises on seed capital and compensation arrangements as well as the structuring and maintenance of various private fund types across diverse asset classes. Preeminent institutional investor partner Louis Singer leads on a wide range of matters and is based in New York, Courtney Nowell in Washington DC counts sovereign wealth funds, pension funds, family offices and endowments while in San Francisco Peter Phleger is a key name.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'Service is impeccable, Morgan Lewis understand out needs intrinsically and give us quality time firm wide.'
- 'Gerald Kehoe - understands the different personalities, he anticipates and reacts instantly. As clients we are never wanting for anything When we need other services that fall outside the Equity Dept there are a host of other lawyers from Morgan Lewis who have impeccable credentials and have our best interests and needs in their sight.'
Key clients
- Ares Management/Ares Climate Infrastructure Partners
- California Public Employees’ Retirement System
- California State Teachers’ Retirement System
- Cornell University
- Credit Suisse (UBS)
- Fairfax County Retirement Systems
- Freestone Capital Management
- JCR Capital
- JP Morgan Asset Management
- Lime Rock Partners
- Maine Public Employees Retirement System
- MetLife
- Morgan Stanley Investment Management
- New Mexico Public Employees Retirement Association
- New York City Retirement Systems
- New York State Common Retirement Fund
- New York State Teachers’ Retirement System
- Nuveen (TIAA)
- Ohio Public Employees Retirement System (OPERS)
- Ohio School Employees Retirement System
- Oregon Public Employees Retirement System
- Pantheon Ventures Group
- Resolute Investment Group
- San Bernardino County Employees’ Retirement Association
- San Francisco City & County Employees Retirement System
- SCS Capital Management
- South Carolina Retirement Investment Commission
- State Board of Administration of Florida
- State Universities Retirement System of Illinois
- Teachers’ Retirement System of Texas
Work highlights
- Representing New York State Common Retirement Fund (CRF).
- Assisted JP Morgan’s Private Equity Group in making investments on behalf of its managed funds in more than 15 private equity funds, venture capital funds, and co-investments.
- Represented Smash Capital in the launch of its first $900 million venture fund, Smash Capital Fund I LP.
Practice head
The lawyer(s) leading their teams.
Jedd Wider, Stephen Tirrell