Overview
Wesley employs a strategic approach to advising investment managers on all aspects of private fund formation, structuring, and regulatory compliance.
Wesley counsels investment managers on launching private funds, negotiating with investors during fundraising, and complying with ongoing regulatory obligations.
He has worked on a diverse array of onshore and offshore hedge fund, private equity fund, and venture capital fund structures, including master-feeder funds, side-by-side funds, funds-of-one, and separately managed accounts.
Wesley’s experience includes drafting and negotiating offering documents, governing documents, subscription documents, side letters, and investment management agreements including separately managed account agreements. He has advised on various types of transactions, including primary commitments to external managers, secondary investments, co-investments, and seed deals.
Wesley is well versed in key regulatory compliance issues under the Investment Advisers Act of 1940, including compliance policies, Form ADV and Form CRS filings, marketing reviews, electronic communication monitoring, and Securities and Exchange Commission examinations.