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Keidi C.
Principal Attorney
Member Since:
August 25, 2021
Boston, MA
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Keidi C. is now available for hire
Summary info
Hourly Rate
$400
State License
MA, NY
Years Practicing
26
Insurance
Yes
General
Legal Packages
Client Feedback
Biography
Keidi S. Carrington brings a wealth of legal knowledge and business experience in the financial services area with a particular focus on investment management. She is a former securities examiner at the United States Securities & Exchange Commission (SEC) and Associate Counsel at State Street Bank & Trust and has consulted for various investment houses and private investment entities. Her work has included developing a mutual fund that invested in equity securities of listed real estate investment trusts (REITs) and other listed real estate companies; establishing private equity and hedge funds that help clients raise capital by preparing offering materials, negotiating with prospective investors, preparing partnership and LLC operating agreements and advising on and documenting management arrangements; advising on the establishment of Initial Coin Offerings (ICOs/Token Offerings) and counseling SEC registered and state investment advisers regarding organizational structure and compliance. Ms. Carrington is a graduate of Johns Hopkins University with a B.A. in International Relations. She earned her Juris Doctorate from New England Law | Boston and her LL.M. in Banking and Financial Law from Boston University School of Law. She is admitted to practice in Massachusetts and New York. Currently, her practice focuses on assisting investors, start-ups, small and mid-size businesses with their legal needs in the areas of corporate and securities law.
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Platform Experience
Document types
Angel Investor Agreement
Annual meeting notice
Convertible Note
Employment Contract
Employment Handbook
Equity Compensation Agreement
Equity Grant Agreement
Investment Contract
Occupational licenses
Real Estate Purchase Agreement
SAFE Note
Service Agreement
Industries
Apparel & Fashion
Capital Markets
Computer Software
Consulting
Dental
Education
Health Care
Manufacturing
Mental Health Care
Venture Capital & Private Equity
Employment
Current Employer
Carrington Legal Group P.C.
2008 - Present
Past Employers
Compliglobe Ltd.
2013 - 2014
State Street Bank
2006 - 2008
U.S. Securities & Exchange Commission
1999 - 2006
Education
Law School
New England Law | Boston
1998
Undergraduate School
Johns Hopkins University
1994
Other graduate degree
Boston University School of Law
2000
Project Preferences
Document types
Business Formation
Business Operations
Buying and Selling Businesses
Corporate Governance
Financial
Financial Disclosures
Fundraising
Investing
Partnerships
Industries
Corporate Services
Finance
Legal
General Counsel
Outside General Counsel
$3,750
Immediate Start
What's included:
10 hours of legal services per month
draft, negotiate, review and revise contracts
provide consultation i.e., employment issues, fundraising strategies etc.
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Securities Consultation
Capital Raise/Fundraising Strategies Consultation
$1,125
Immediate Start
What's included:
3 one-hour strategy sessions
review capital raise plans to ensure securities compliance
provide consultations regarding Regulation D private placements, JOBS Act - Regulstion A+ and Regulation CF crowdfunding
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Business Legal Questions
Business Consultation
$400
Immediate Start
What's included:
60-minute call re:
startup formation
employment issues
capital raises
board governance
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RIA/ERA Set Up
Investment Adviser Registration
$4,000
30-day delivery
What's included:
Assist in becoming a state/SEC investment adviser or exempt reporting adviser
Draft operating agreement for the firm
Assist in establishing firm IARD account
Assist in registering principals as investment adviser representatives (IAR)
File Parts 1 & 2 of the firm's ADV
Draft compliance manual (Code of Ethics, Anti-Money Laundering and Privacy policies and procedures etc. included)
Draft investment management contracts for each type of client, institutional and individuals through separate accounts
Filing/Registration fees NOT included
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