North America - United States • Investment fund formation and management

K&L Gates

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K&L Gates acts for global institutional investors, asset management firms and on behalf of fund sponsors on diverse private equity fund formations and launches, on senior loan investments and major transactions. A further strength of the firm is its cross-practice capabilities, where clients benefit from expertise across tax and regulatory on fund formation mandates. Four practitioners oversee the practice: in Washington DC are Mark Amorosi and Ndenisarya Bregasi, while Michael Caccese and Clair Pagnano are in Boston. Sasha Burstein is a key practitioner and is based in San Francisco, where she covers private equity funds, credit and distressed credit debt funds as well as hedge funds and Edward Dartley is based in New York and focuses on alternative investment asset classes for institutional investors and private fund managers.

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Key clients

  • Gatewood Capital Partners
  • Apis & Heritage Capital Management
  • Linchris Capital Management
  • RevolverCap Partners
  • Presidio Investors
  • Terramont Infrastructure Partners
  • Goal Investment Management
  • Aegon Asset Management US
  • Stafford Capital Partners
  • Gatewood Capital Partners

Work highlights

  • Ongoing counsel for Gatewood Capital Partners.
  • Represented Apis & Heritage Capital Management, the leading US-based investment management firm.
  • Ongoing fund counsel for Linchris Capital Management.

Practice head

The lawyer(s) leading their teams.

Mark Amorosi, Ndenisarya Bregasi, Michael Caccese, Clair Pagnano