Home Contract Lawyers Investment Management Agreement Review

Investment Management Agreement Review Lawyers

Need help with investment management agreement review in the United States?

ContractsCounsel connects businesses and individuals with experienced lawyers nationwide who can help with your legal needs related to investment management agreement reviews. Post your project for free and get quotes from experienced attorneys.

Find Investment Management Agreement Review Lawyers by City

Quick Facts — Investment Advisory Contract Lawyers

Meet some of our Investment Management Agreement Review Lawyers

Jared F. - Investment Advisory Contract Lawyer in the United States
View Jared
4.8 (10)
Member Since:
March 4, 2024

Jared F.

Managing Attorney
Free Consultation
Salt Lake City, UT
22 Yrs Experience
Licensed in NV, UT
Harvard Law School

Jared Fields is an experienced business lawyer and litigator with experience in diverse industries and practice areas. Prior to launching his own practice, he served as the chief legal officer for a group of privately-owned companies, including a real estate development group, construction companies, multiple franchisees, and a professional soccer team. As a result, he is experienced in real estate transactions, commercial agreements of varying degrees of sophistication, employment matters, and litigation, as well as general business legal advice. He was also an in-house attorney for a renewable energy company, where he was responsible for litigation, investigations, enforcement actions, and related securities filing disclosures. Mr. Fields also spent many years as a litigator in private practice, representing clients in matters ranging from securities litigation, to breach of contract, to cases involving real estate and financial services. Mr. Fields has particular experience in legal matters that may involve complex financial, accounting, valuation, and other quantitative issues.

Recent  ContractsCounsel Client  Review:
5.0

"It has been such a refreshing experience working with Jared. Highly Recommended!"

Scott S. - Investment Advisory Contract Lawyer in the United States
View Scott
5.0 (34)
Member Since:
July 28, 2020

Scott S.

Principal
Free Consultation
New York, NY
45 Yrs Experience
Licensed in NY
New York University School of Law

I have over 25 years' experience representing individual and company clients, large and small, in transactions such as mergers and acquisitions, private offerings of securities, commercial loans and commercial endeavors (supply contracts, manufacturing agreements, joint ventures, intellectual property licenses, etc.). My particular specialty is in complex and novel drafting.

Recent  ContractsCounsel Client  Review:
5.0

"Scott had a quick turnaround on my company’s operating agreement."

Daehoon P. - Investment Advisory Contract Lawyer in the United States
View Daehoon
4.8 (216)
Member Since:
November 26, 2021

Daehoon P.

Corporate & M&A | Venture Capital, Private Equity & Web3 Counsel | Real Estate Transactions
Free Consultation
New York, NY
10 Yrs Experience
Licensed in NY
American University Washington College of Law

Corporate, M&A & Securities Lawyer | Managing Attorney, DP Counsel PLLC Practice Areas: Business Formation | Commercial Contracts | Contract Drafting & Review | Mergers & Acquisitions | Venture Capital | Securities Offerings | Franchise Law | Employment & Equity Compensation | Intellectual Property | Cross-Border Transactions About/Bio: I represent companies, investors, and fund sponsors in corporate transactions, commercial contracting, and private securities matters, from entity formation and early-stage financings to acquisitions, exits, and ongoing strategic counsel. As Managing Attorney of DP Counsel PLLC, I help clients structure transactions clearly, allocate risk thoughtfully, and move deals forward with documentation that is practical, enforceable, and aligned with business objectives. My practice includes both day-to-day commercial matters and more complex transactional work, including venture financings, private offerings, M&A deals, fund-related documents, and cross-border structuring. What I Do: Corporate & Commercial • Entity formation and structuring for corporations, LLCs, and limited partnerships • Operating agreements, shareholder agreements, and governance documents • Commercial contract drafting, review, and negotiation • Vendor, distribution, manufacturing, SaaS, and licensing agreements • Employment, consulting, confidentiality, and equity compensation agreements • Outside general counsel support for growing companies Securities & Private Capital • Private offerings under Regulation D and Regulation S • Private placement memoranda, subscription agreements, and investor documents • SAFE, convertible note, and priced equity financings • Venture capital and private fund formation matters • Fund governing documents and offering document packages • Securities law analysis for private capital raising transactions Mergers & Acquisitions • Letters of intent and term sheets • Stock purchase, asset purchase, and merger agreements • Due diligence coordination and transaction support • Disclosure schedules, closing documents, and post-closing matters • Earnouts, rollover equity, indemnity structures, and related deal terms • HSR, CFIUS, and related regulatory issue spotting for qualifying transactions Digital Assets & Emerging Technologies • Federal-law digital asset and token securities analysis • Entity structuring for blockchain and Web3 ventures • Digital asset fund and operating structures • AML/KYC documentation support and regulatory issue spotting Franchising • Franchise Disclosure Documents (FDDs) • Franchise agreements • Master franchise and area development agreements • Franchise structuring and registration coordination Real Estate Transactions • Commercial real estate acquisitions and dispositions • Real estate joint ventures and syndications • Commercial lease drafting and negotiation • Real estate investment structures and related offering documents Cross-Border & International • U.S. market entry and entity structuring for international clients • Delaware and multi-entity holding structures • Cross-border transaction planning and documentation • Coordination with foreign counsel and tax advisors on cross-border matters Why Clients Hire Me: • Big-law-level drafting with boutique responsiveness • Practical, business-focused advice grounded in execution reality • Clear scoping and transparent fee arrangements • Experience across financings, acquisitions, fund formations, and cross-border transactions Typical Projects: • Contract drafting and negotiation • Entity formation and governance packages • Private offering document suites • Venture financing documentation • M&A transactions from LOI through closing • Fractional or outside general counsel support Industries Technology | SaaS | FinTech | Digital Assets | E-commerce | Healthcare | Real Estate | Food & Beverage | Professional Services

Recent  ContractsCounsel Client  Review:
5.0

"This was our first time using ContractCounsel and working with Daehoon. Daehoon was a pleasure to work with, very responsive, and did an amazing job."

Jason H. - Investment Advisory Contract Lawyer in the United States
View Jason
4.9 (21)
Member Since:
March 5, 2023

Jason H.

Managing Attorney
Free Consultation
Dallas, Texas
25 Yrs Experience
Licensed in TX, VA
Regent University, School of Law

Jason has been providing legal insight and business expertise since 2001. He is admitted to both the Virginia Bar and the Texas State Bar, and also proud of his membership to the Fellowship of Ministers and Churches. Having served many people, companies and organizations with legal and business needs, his peers and clients know him to be a high-performing and skilled attorney who genuinely cares about his clients. In addition to being a trusted legal advisor, he is a keen business advisor for executive leadership and senior leadership teams on corporate legal and regulatory matters. His personal mission is to take a genuine interest in his clients, and serve as a primary resource to them.

Recent  ContractsCounsel Client  Review:
5.0

"Wonderful attorney! He was extremely professional, answered all of my questions and was patient with my complicated legal situation. Don’t hesitate to hire him."

Heather B. - Investment Advisory Contract Lawyer in the United States
View Heather
4.7 (54)
Member Since:
November 30, 2025

Heather B.

Founder & CEO
New York, New York
8 Yrs Experience
Licensed in MN, NY
Northwestern Pritzker School of Law

Delivering proactive and strategic guidance to health and fitness professionals and entities as they scale.

Recent  ContractsCounsel Client  Review:
5.0

"Heather reviewed and redlined the client services agreement for my automation consultancy, including a CCPA service-provider addendum and an AI systems addendum, plus California auto-renewal requirements. Two things stood out. When I pushed back on her redline and reworked a clause myself, she engaged with the reasoning rather than defending her own draft, and where I had spotted a real conflict between an indemnity provision and a liability cap she confirmed it and told me exactly how to fix it. Second, she did not stop at the paperwork. She flagged that the contract allocation was helpful but that an operational pre-launch check would be the stronger protection, which is the kind of thing you only get from someone thinking about whether you actually stay out of trouble rather than whether the document is defensible. Clear, specific, and worth it."

Harry S. - Investment Advisory Contract Lawyer in the United States
View Harry
5.0 (1)
Member Since:
July 27, 2021

Harry S.

Director
Free Consultation
London
12 Yrs Experience
Licensed in NY
BPP

Stirk Law is a law firm based in London that advises on dispute resolution, commercial and corporate arrangements, employment and private wealth. We are experts in our areas and experienced in advising on complex and high value matters in the UK and internationally.

Talin H. - Investment Advisory Contract Lawyer in the United States
View Talin
5.0 (1)
Member Since:
July 29, 2021

Talin H.

Owner
Free Consultation
Chicago
17 Yrs Experience
Licensed in IL
DePaul College of Law

Talin has over a decade of focused experience in business and international law. She is fiercely dedicated to her clients, thorough, detail-oriented, and gets the job done.

Find the best lawyer for your project

Browse Lawyers Now

Quick, user friendly and one of the better ways I've come across to get ahold of lawyers willing to take new clients.

View Trustpilot Review

Need help with an Investment Advisory Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 22,336 reviews
Financial Lawyers By Top Cities
See All Financial Lawyers
INVESTMENT MANAGEMENT AGREEMENT REVIEW LAWYERS BY TOP CITIES
See All Investment Management Agreement Review Lawyers

Contracts Counsel was incredibly helpful and easy to use. I submitted a project for a lawyer's help within a day I had received over 6 proposals from qualified lawyers. I submitted a bid that works best for my business and we went forward with the project.

View Trustpilot Review

I never knew how difficult it was to obtain representation or a lawyer, and ContractsCounsel was EXACTLY the type of service I was hoping for when I was in a pinch. Working with their service was efficient, effective and made me feel in control. Thank you so much and should I ever need attorney services down the road, I'll certainly be a repeat customer.

View Trustpilot Review

I got 5 bids within 24h of posting my project. I choose the person who provided the most detailed and relevant intro letter, highlighting their experience relevant to my project. I am very satisfied with the outcome and quality of the two agreements that were produced, they actually far exceed my expectations.

View Trustpilot Review

Need help with an Investment Advisory Contract?

Create a free project posting
Clients Rate Lawyers 4.9 Stars
based on 22,336 reviews

Want to speak to someone?

Get in touch below and we will schedule a time to connect!

Request a call

Find lawyers and attorneys by city