Private Funds Counsel — Hybrid/Remote, Growth & Compliance

Allocate; Palo Alto (CA); Hybrid; USD 180,000 - 210,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

RTO (Responsible Time Off)

Job summary

Allocate seeks an experienced private funds attorney to join its legal team in supporting fund formation, regulatory compliance, and governance. This role also supports Allocate’s technology products in a hands-on, fast-paced environment.

The ideal candidate has 4+ years in private funds, a JD, and active bar membership, with strong communication and organizational skills. Hybrid work with multiple U.S. offices is available.

Qualifications

• At least 4 years of experience at a major law firm or in-house legal department working on private funds.
• JD degree and active bar membership in any state.
• In-depth knowledge of asset management laws relevant to private fund advisers and exemptions.

Responsibilities

• Advise on formation, distribution/marketing, and operation of private funds and related documents.
• Review and manage investment-related agreements and engagement letters.
• Support investor onboarding and inquiries for funds.
• Monitor compliance with securities laws and file regulatory forms (ADV, PF, D).
• Handle fund vehicles, governance, and organizational records for Allocate and related entities.
• Draft, negotiate, and manage transaction documents and NDAs.
• Collaborate with external counsel, clients, and internal teams to support business initiatives.
• Contribute to development of Allocate’s investment and technology products.

Skills

Strong communication

Hands-on

Organizational skills

Education

Juris Doctor (JD)

Active bar membership

Job description

Allocate seeks an experienced private funds attorney to join its legal team in supporting fund formation, regulatory compliance, and governance. This role also supports Allocate’s technology products in a hands-on, fast-paced environment.

The ideal candidate has 4+ years in private funds, a JD, and active bar membership, with strong communication and organizational skills. Hybrid work with multiple U.S. offices is available.