Fund Formation & Investment Funds
Expert fund formation and investment fund legal services in Hong Kong. Private equity, venture capital, hedge funds, and alternative investment structuring across Asia-Pacific.
Overview
Hong Kong serves as Asia's premier fund management hub, offering a sophisticated regulatory environment, favourable tax treatment, and access to institutional capital across the region. Robert Lee Law Offices provides comprehensive legal support for fund sponsors, managers, and investors throughout the fund lifecycle.
Our team advises on the full spectrum of investment fund structures, from traditional private equity and venture capital funds to hedge funds, real estate funds, and emerging digital asset vehicles. We understand both the commercial drivers and regulatory requirements that shape successful fund launches.
With deep experience across Hong Kong, Cayman Islands, BVI, Luxembourg, and other key fund jurisdictions, we help clients select optimal structures and navigate the increasingly complex regulatory landscape governing asset management in Asia.
Our Fund Formation & Investment Funds Services
Private Equity & Venture Capital Funds
- Limited partnership and corporate fund structuring
- Partnership agreements and constitutional documents
- Management company and GP establishment
- Carried interest and incentive arrangements
- Co-investment vehicle structuring
- Fund-of-funds arrangements
Hedge Funds & Liquid Alternatives
- Open-ended fund structuring (Cayman, BVI, Ireland, Luxembourg)
- Master-feeder and standalone structures
- Side pocket and gating provisions
- Prime brokerage and custody arrangements
- ISDA and trading documentation
- Managed account platform arrangements
Real Estate & Infrastructure Funds
- Real estate private equity fund structuring
- Joint venture and co-investment arrangements
- Infrastructure fund formation
- REIT and listed vehicle advisory
- Property holding structures
- Cross-border investment structuring
Fund Manager Licensing & Compliance
- SFC Type 9 (asset management) licensing applications
- Responsible officer appointments and approvals
- Ongoing compliance programme design
- Regulatory capital and financial resources requirements
- Fund manager policies and procedures
- SFC inspection preparation and support
Investor Documentation & Negotiations
- Private placement memorandum drafting
- Subscription agreements and side letters
- Investor due diligence support
- Fee arrangements and economics negotiations
- Most favoured nation provisions
- Advisory committee governance
Fund Restructuring & Secondary Transactions
- GP-led secondary transactions
- Continuation fund structuring
- Fund term extensions and wind-downs
- Portfolio company reorganisations
- LP interest transfers and secondaries
- Fund merger and consolidation
