Private Funds Formation Attorney — Equity Eligible

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

Benefits offered by this job

Medical

Dental

Vision

RTO (Responsible Time Off)

401(k)

Job summary

Allocate’s legal team seeks a proactive attorney with deep private funds experience to support fund formation, regulatory compliance, and corporate governance, while contributing to product development.

The role involves drafting and negotiating fund documents, investment-related agreements, and advising on multiple fund structures. A U.S. bar license and strong communication skills are essential for collaboration with clients and teams.

Qualifications

• Minimum 4 years of experience at a major law firm or in-house legal department working on private funds.
• Active bar admission in any state.
• Strong understanding of asset management and private funds laws, incl. Advisers Act, Securities Act, Reg D, and Investment Company Act exclusions.
• Excellent written and verbal communication skills; able to interact professionally with clients and teams.

Responsibilities

• Advising on legal and regulatory matters for private funds, including preparation of fund documents.
• Reviewing and managing investment-related agreements and engagement letters.
• Support investor onboarding and inquiries.
• Ensure compliance with Form ADV, Form PF, Form D and regulatory filings.

Skills

Private funds

Fund formation

Regulatory compliance

Contract negotiation

Client relations

Education

Juris Doctor (JD)

Job description

Allocate’s legal team seeks a proactive attorney with deep private funds experience to support fund formation, regulatory compliance, and corporate governance, while contributing to product development.

The role involves drafting and negotiating fund documents, investment-related agreements, and advising on multiple fund structures. A U.S. bar license and strong communication skills are essential for collaboration with clients and teams.