Brian M. Bowman

BRIAN BOWMAN advises investment advisers and financial institutions on the formation, offering, and operation of private equity, hedge, venture capital, and other private investment funds, including conduit vehicles, funds-of-funds, and single investor products. He increasingly leverages domain-specific data and generative AI tools to enhance the efficiency and quality of services provided to clients.

Brian represents institutional investors, such as pension plans, insurance companies, family offices, advisers to funds-of-funds, and foundations, in structuring their investments in funds and secondary transactions. He has significant experience in LP-led transactions involving fund interest portfolios on both the buy-side and sell-side. Additionally, Brian manages portfolio-scale due diligence projects for liquidity transactions, including structuring collateralized fund obligations. He also assists investment advisers with commercial operations, regulatory matters, compliance programs, and M&A transactions.

Brian has been recognized in Best Lawyers: Ones to Watch (2025 and 2026) for his work in Securities and Capital Markets Law.

Brian received his J.D. from American University and his LL.M. from Columbia Law School where he was a James Kent Scholar.

Private Fund Formation and Structuring

• Counsel to a leading alternative investment technology platform in developing branded single- and multi-manager vehicles and turn-key conduit solutions providing wealth managers with streamlined access to alternative investment strategies.
• Counsel to a top investment advisory firm on the launch of bespoke “access” funds for high-net-worth and family-office clients, offering exposure to private equity, credit, and venture capital managers.
• Counsel to the sponsor of a multi-jurisdictional, real estate-backed lending platform on the formation of its lending solutions fund.
• Advise the wealth-management platform of a leading global bank on the structuring and launch of feeder and access vehicles into flagship hedge funds, private credit, special situations, special opportunities, and multi-strategy private-markets products sponsored by top-tier alternative asset managers.
• Advise the alternative investment products arm of a global financial institution on the structuring and launch of single-investor and fund-of-one vehicles, both closed-end and evergreen, providing high-net-worth and institutional clients with tailored exposure to private equity, traditional, and alternative asset classes.
• Advise a growth-equity sponsor focused on music and media in launching a joint-venture fund with a global alternatives platform.

Institutional Investor and Secondary Market Transactions

• Advise a leading insurance and retirement services provider on secondary transactions involving the purchase, sale, and cross-border transfer of limited partnership interests across private equity, credit, and infrastructure funds.
• Represent corporate investment arms, pension plans and asset managers in secondary transactions involving the sale, internal reallocation, and acquisition of diversified portfolios of private equity, real estate, infrastructure, credit, and co-investment fund interests.
• Represent a U.S. state pension plan in connection with substantial commitments to flagship private equity funds, including technology-focused, buyout, and energy sector strategies sponsored by leading asset managers.
• Advise corporate pension trusts, charitable foundations, family offices, insurers, and asset managers on commitments to a range of private investment funds, including real estate, special situations, hedge, credit, and sector-focused strategies.

Liquidity and Portfolio-Level Solutions

• Advise an institutional investor in structuring and issuing a collateralized fund obligation backed by private equity fund interests.
• Advise a global asset manager on the securitization of a diversified portfolio of private equity interests.
• Counsel to a major U.S. insurer in a large-scale secondary transaction and securitization of a private equity portfolio.

Advisory Businesses Transactions

• Represent Jefferies Financial Group Inc. in connection with its investment in Hildene Holding Company, LLC, the parent of credit-focused asset manager Hildene Capital Management LLC and its affiliates, made concurrently with Hildene’s signing of a definitive agreement to acquire SILAC Inc., the parent of SILAC Insurance Company.
• Represent a privately held investment partnership in launching a joint-venture manager and its inaugural private equity fund.
• Advise a global investment bank on strategic partnerships, equity investments, and recapitalizations involving alternative asset managers, including the negotiation of revenue-sharing arrangements.

Registered Fund Advisory

• Counsel to a registered closed-end fund on Investment Company Act compliance, corporate governance and public-company reporting.
• Prepare the Section 15(c) contract-renewal disclosure language for a multi-fund, U.S. registered investment company complex.