Fund Structuring & Asset Management

We have had the opportunity to advise on many groundbreaking fund structuring activities in the Baltics, such as the first time in Estonia that management of investments was transferred from a public sector organisation to a private fund manager. This included structuring and preparing the selection procedure for the current direct investment portfolio for the private fund manager, as well as advising on complex issues of public procurement, state aid and fund regulation, as well as matters related to share option programmes. We also have experience of modifying a fund management company licence to make it an alternative investment fund manager (AIFM) licence, and providing full support to Northern Horizon Capital in establishing a new publicly listed evergreen closed-ended real estate fund, the Baltic Horizon Fund.

We can help you with

  • Operation of investment funds
  • Asset management regulation
  • Pension funds
  • Alternative investment funds and AIF managers

Contact us

Experience

  • Legal Adviser

    Iron Wolf Capital

    Full legal support for structuring and incorporating Iron Wolf Capital Fund, including support to management team in fund managers selection competition organised by INVEGA in co-operation with the EBRD and negotiations for partnership agreement

    EUR 20 million
  • Legal Adviser

    INVEGA

    Advice on structuring and set-up of Co-Investment Fund with two sub-funds under its umbrella with total assets under management of EUR 24.1 million

    EUR 24 million
  • Legal Adviser

    Northern Horizon Capital

    Upgrading fund management company licence of Estonian arm to alternative investment fund manager (AIFM) licence and establishing new public evergreen closed-ended real estate fund

  • Legal Adviser

    Estonian Development Fund

    Advice to public institution established by the Estonian Parliament to support improvements in the Estonian economy through investment in knowledge- and technology-intensive Estonian business in the start-up phase

  • Legal Adviser

    SmartCap

    Advising venture capital fund management company set up by Estonian Development Fund to manage venture capital Early Fund II in restructuring its direct investment portfolio

  • Legal Adviser

    Nordea Pensions Estonia

    Advice on taking over management of all pension funds previously managed by ERGO Funds. The transfer brought Nordea pension funds 27,000 new investors and increased the volume of assets under management by EUR 65 million

  • Legal Adviser

    NEFCO

    Signing subscription agreement with BaltCap for equity investment in new Baltic infrastructure fund

    EUR 3 million