Schulte Roth & Zabel LLP is well equipped to handle a broad range of funds in the private equity space, where they cover credit funds, special opportunity funds, real assets as well as new developments in the area such as hybrid funds focused on blockchain and cryptocurrencies. Overseeing the New York based department are Stephanie Breslow, who has expertise in the formation of private equity funds and the management and structuring of investment management businesses, Peter Greene, who is well versed in compliance and regulatory requirements for asset management companies, and alternative investments lawyer David Nissenbaum. Further key names in the team are real estate funds expert Phyllis Schwartz as well as Joseph Smith, who clients praise as ‘first rate���. Among the recent changes to the team were the partner promotions of Daniel Blumenthal and John Weldon in January 2023 as well as the departure of Heather Wyckoff in July 2024.
Testimonials
Collated independently by Legal 500 research team.
‘The Fund formation team is very good at working with our unusual structure requests. Particularly in coordinating with our outside tax advisors.’
‘Joseph Smith is first rate.’
'SRZ are very responsive and no matter what question we ask, they have an expert to answer. They truly have seen every type of transaction that has been done.'
'The team we use is led by Phyllis Schwartz. We are very happy with them.'
Key clients
- Bardin Hill Investment Partners LP
- Black Diamond Capital Management LLC
- Cerberus Capital Management, L.P.
- GoldenTree Asset Management LP
- Harlan Capital Partners
- Hemisfério Sul Investimentos
- LCN Capital Partners, L.P.
- Lumina Capital Management
- Mill Point Capital
- Pagaya Technologies Ltd.
- Pantera Capital Management LP
- Prime Group Holdings, LLC
- Westport Capital Partners
Work highlights
- Advise GoldenTree on the launch of CMV 3.
- Acting as lead fund counsel for Prime Group Holdings.
- Advised Influence Media on the establishment of Influence x Music Fund III, L.P.
Practice head
The lawyer(s) leading their teams.
Stephanie Breslow, Peter Greene, David Nissenbaum