Fund Services
Team
Without an experienced team handling securities compliance, your investments are at risk of exposure and scrutiny. Our Fund Services team is here to help you protect your clients’ investments, keep you abreast of changing laws and new guidelines, and assist you in all your security compliance endeavors, allowing you to focus on other aspects of managing securities and funds.
Whether you’re dealing with liquid alternative funds, real estate investment trusts, or private equities, handling securities compliance without expert support puts you at unnecessary risk, while straining company resources. Our Fund Services team comprises securities paralegals with 20+ years of experience in managing fund formations, legal oversight, and domestic and international securities compliance, including US State blue sky laws and SEC regulations. Avoid the complications of dealing with fund compliance and securities filings on your own and let Agile Legal help you protect your investment funds.
Our Fund Services team is dedicated to providing you the help you need quickly and efficiently. Our streamlined approach establishes a single point of contact between you and our legal professionals, ensuring communication flows smoothly and your interests are prioritized every step of the way.
We understand the impact non-compliance can have on your funds and your whole business. At Agile Legal, we want to use our experience and knowledge to protect your investments and your reputation.
Agile Legal provides a full suite of virtual legal services in the United States and abroad for private funds, small to mid-size businesses, and through our sister brand Virtual Paralegal Services, law firms. Since 2006, Agile Legal has been serving clients across a range of practice areas, providing compliance and management services to private funds and businesses. From Blue Sky and SEC compliance to mergers and acquisitions, litigation, real estate, contract management and global subsidiary management, we offer ongoing and on-demand services to help you increase your capacity while lowering overheads.
We offer a personalized approach with quick response times, dedicated project management, and a commitment to collaboration and inquiry – ensuring that we understand your objectives and how to best support the success of your projects.
Our team of legal professionals is composed of international experts in their field and represents decades of experience in large law firms and corporate legal contexts. The Agile Legal team brings professionalism, efficiency, and passion to their work. Because we are a service company, not a staffing company, we provide you with access to our full range of experts, ensuring that we are adaptable in meeting your needs as the scope of a project shifts and develops.
Rebecca Reilly, Esq.
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Operations Manager, Fund Services
Non-compliance, over-reporting or falling out of good standing for your fund portfolio is as big a threat to your clients’ investments as negative growth. Lack of fund compliance opens investments up to unnecessary risk, exposure and scrutiny that can have consequences far beyond a single fund. Ensuring your funds are in good standing is essential risk mitigation. Rebecca Reilly provides specialized assistance in securities law including Blue Sky law and corporate law. Rebecca passed the California BAR exam in 2022 and has diverse experience in securities contexts to accompany her academic knowledge. Rebecca has a BA (Hons) in Philosophy and Political Science – International Relations from Montana State University, and a JD from University of Colorado Law School’s Tax Emphasis Program.
