We help investors become fund managers, at a fraction of the cost of larger firms

We handle the legal function of investment managers once in business

Contact us now so we can map out your project

No fee for the initial consultation

Practice Areas

Fund Formation

Advice, guidance and set up of US onshore and Offshore funds, as well as managed accounts and other fund-related projects

Investment Adviser Regulatory Matters

Including advice on registration and ongoing compliance programs

Fund Investment Review

Review third party fund documents in connection with investments by clients; side letter negotiations

Fractional General Counsel

Provide services similar to an in-house GC on a fractional time outsourced basis

Entity Formation and Governing Documents

Form entities and prepare simple and complex governing documents

Corporate Law

Additional corporate law projects

About the Firm

FundsLawyer is a law firm built upon relationships, both with our clients and with other industry experts. Our client base was formed from a close group that we have worked with over time and referrals from long term, valued industry relationships. We take on new clients where there is a good match, seeking great results and a mutually positive experience. FundsLawyer’s cost structure allows us to spend more time with each client while keeping projects within budget. FundsLawyer represents clients on a project by project basis and as an outsourced fractional time general counsel, where we dedicate a portion of the week to serve in a general counsel role. The more we know about your firm and the more time we spend on the ground, the better we can spot issues and find solutions that fit your organization’s unique circumstances.

We prepare bespoke fund documents that take time and attention, and are not a high volume fund formation practice.  We remain accessible to clients by phone and email both during and outside of business hours and believe that responsiveness is one of our key strengths. Clients often find our type of boutique practice, where you deal with the firm’s principal directly, preferable to working with a larger firm. Fortunately, our clients do not have to sacrifice experience or expertise when doing so.

Firm Principal

Joshua Stone

Josh Stone, the principal of the firm, has over 20 years of experience practicing corporate law, over 15 of which were spent focusing on private funds. Josh’s experience includes time spent at market leading law firms in New York, as General Counsel and Chief Compliance Officer of a multi-billion-dollar investment fund manager and as a partner at a large Miami law firm. He currently holds Leadership roles with The Hedge Fund Association and The Miami Finance Forum.

email: js@fundslawyer.com

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Contact Us

Located in Coconut Grove, City of Miami, Florida

Miami, FL

+1 (917) 597-9806
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