Fernridge Group
Title
Senior Fund Formation Attorney
Compensation Range $190K–$220K base salary + equity + potential discretionary bonus
Overview Our client, a rapidly growing alternative investment platform, is seeking a Senior Fund Formation Attorney to join their legal team. Reporting directly to the General Counsel, this role will be instrumental in supporting the firm’s long-term growth across fund formation, regulatory compliance, investor onboarding, and legal operations. The ideal candidate is a self-starter with deep experience in private funds and investment management, and an interest in leveraging technology and AI in legal work.
Highlights
Reports directly to the General Counsel
High-impact role within a fast-paced, innovative environment
Broad exposure to fund formation, compliance, and investor relations
Collaborative team culture with a focus on continuous improvement and meritocracy
Based in
San Francisco , with flexibility for remote work across the U.S.
Responsibilities
Fund Formation:
Manage and assist with the structuring, documentation, and setup of investment vehicles, including private placement memoranda, LPAs, and subscription documents.
Regulatory Compliance:
Ensure ongoing compliance with U.S. securities laws, including the Investment Advisers Act, Investment Company Act, and SEC filings.
Investments:
Support due diligence, co-investments, and side letter negotiations.
Investor Relations:
Oversee onboarding, subscription review, and client due diligence processes.
Document Management:
Draft and maintain key compliance and governance documents, including Form ADV and client agreements.
Internal Collaboration:
Partner with legal, product, and engineering teams on new product initiatives and regulatory matters.
Qualifications
Minimum 6 years of fund formation experience (in-house or law firm).
Strong understanding of investment management and securities regulations.
Familiarity with broker-dealer or bank regulatory frameworks is a plus.
Exceptional organizational, analytical, and communication skills.
Proactive, hands-on problem solver comfortable working in a tech-enabled environment.
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Compensation Range $190K–$220K base salary + equity + potential discretionary bonus
Overview Our client, a rapidly growing alternative investment platform, is seeking a Senior Fund Formation Attorney to join their legal team. Reporting directly to the General Counsel, this role will be instrumental in supporting the firm’s long-term growth across fund formation, regulatory compliance, investor onboarding, and legal operations. The ideal candidate is a self-starter with deep experience in private funds and investment management, and an interest in leveraging technology and AI in legal work.
Highlights
Reports directly to the General Counsel
High-impact role within a fast-paced, innovative environment
Broad exposure to fund formation, compliance, and investor relations
Collaborative team culture with a focus on continuous improvement and meritocracy
Based in
San Francisco , with flexibility for remote work across the U.S.
Responsibilities
Fund Formation:
Manage and assist with the structuring, documentation, and setup of investment vehicles, including private placement memoranda, LPAs, and subscription documents.
Regulatory Compliance:
Ensure ongoing compliance with U.S. securities laws, including the Investment Advisers Act, Investment Company Act, and SEC filings.
Investments:
Support due diligence, co-investments, and side letter negotiations.
Investor Relations:
Oversee onboarding, subscription review, and client due diligence processes.
Document Management:
Draft and maintain key compliance and governance documents, including Form ADV and client agreements.
Internal Collaboration:
Partner with legal, product, and engineering teams on new product initiatives and regulatory matters.
Qualifications
Minimum 6 years of fund formation experience (in-house or law firm).
Strong understanding of investment management and securities regulations.
Familiarity with broker-dealer or bank regulatory frameworks is a plus.
Exceptional organizational, analytical, and communication skills.
Proactive, hands-on problem solver comfortable working in a tech-enabled environment.
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