Investment Fund Formation Attorneys

Whether you’re forming a new vehicle, updating fund documentation, or correcting a structure that isn’t serving you, our team can help.

We have history helping to manage portfolios spanning $30M to $250M across diverse asset classes, from private credit and real estate to energy and securities, we deliver the sophisticated team and meticulous attention to detail that fund sponsors, family offices, and institutional investors demand.

From first-time fund launches to restructurings of existing vehicles, our fund formation attorneys bring deep corporate and transactional experience, high-touch service, and practical judgment shaped by real-world fund work across asset classes to position your investment platform for success.

Your Legal Partner for Sophisticated Capital Management

Sophisticated Fund Architecture
We engineer fund investor-ready structures that align with your strategic goals, regulatory requirements, and operational objectives.

Full-Spectrum Fund Formation
From limited partnership agreements and private placement memoranda to subscription documents, management company structures, and securities compliance, we handle every aspect of fund documentation with accuracy and precision.

Strategic Value & Responsiveness
You’ll receive customized legal counsel with a personalized, relationship-driven experience. Our deep commitment to service means direct shareholder access, rapid turnaround, and proactive guidance throughout the fund lifecycle.

Ongoing Portfolio Support
Beyond formation, we serve as day-to-day counsel for fund investments and portfolio companies, providing critical counsel as you deploy capital and manage investments.

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Representative Fund Experience

We have structured and formed investment funds across multiple asset classes and strategies:

Real Estate Development Fund – $40M closed-end fund for land acquisition and development
Venture Capital: Secured Funding Vehicle – $150M investment platform
Platform Acquisition Fund – Private equity closed-end fund for strategic acquisitions
Multifamily Real Estate Fund – $160M closed-end fund investing in multifamily projects nationwide
Real Estate Bridge Loan Fund – $60M closed-end fund providing short-term for real estate projects
New Industrial Economy – $250M closed-end fund making equity investments in technology and hard assets serving the AI and data center industries
Asset-Backed Private Credit Fund – $100M co-terminus feeder structure
Energy Industry Fund – $30M fund-of-funds focused on energy sector investments
Real Estate Opportunity Fund – $40M closed-end vehicle with direct and indirect real estate investments, co-terminus with underlying fund
Unlimited Hedge Fund – Sophisticated trading and investment structure
Long-Short Hedge Fund – Investment vehicle that simultaneously buys undervalued stocks (long positions) expected to rise and sells borrowed overvalued stocks (short positions) expected to fall. By combining these positions, the fund seeks to generate positive returns in both rising and falling markets, mitigating overall volatility and market risk

Representative matters are illustrative and do not include all engagements.

Our Team

If you’re building, scaling, or refining a private investment vehicle, BoyarMiller offers the fund formation counsel and day-to-day legal support to help you deploy capital with confidence.

Bill Boyar

Founding Shareholder, Corporate M&A and Real Estate Groups

832.615.4218

bboyar@boyarmiller.com

Steve Kesten

Shareholder, Corporate M&A Group Chair

832.615.4246

skesten@boyarmiller.com

Lyndsay Fincher

Shareholder, Corporate M&A and Real Estate Groups

832.615.4268

lfincher@boyarmiller.com

Jet A. McGuire

Senior Associate, Corporate M&A Group

832.615.4210

jmcguire@boyarmiller.com

All Attorneys

We provide clarity for complex problems.

Our funds span financial services, securities, commodities, real estate, private credit, and alternative assets, with structures tailored to each investment mandate.
Contact us today to learn more about our services and how we help clients.

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