Funds
From fund formation to investor compliance, Swafford Law Firm, LLC helps entrepreneurs and fund managers launch legally sound, cost-effective funds.
Legal Clarity for Fund Investments
Fund investments demand more than business savvy — they require precise legal structuring, strict securities compliance, and transparent investor documentation.
At Swafford Law Firm, LLC, we guide clients through every step of forming and managing funds. Our focus is to help you raise capital, operate efficiently, and remain compliant — all while keeping costs practical for emerging and mid-sized operators.
Real Estate Funds for Multiple Properties
Diversify and Scale Your Portfolio
A multi-property fund allows you to pool investor capital and acquire several assets under one umbrella — spreading risk and maximizing opportunity.
We design fund structures that support your long-term investment strategy while keeping operations efficient and compliant.
Our Legal Support Includes
- Drafting fund formation documents
- Investor relations and disclosure materials
- Compliance with investment advisor and broker-dealer rules
- Management fee and profit distribution structures
- Subscription, redemption, and capital call procedures
Operate with confidence knowing your multi-asset fund is legally sound and built for growth.
Oil and Gas Funds
Lay the Legal Foundation for Your Energy Venture
Whether you’re organizing a fund for exploration, drilling, or production, our team helps you create a structure that aligns with your goals and investor expectations.
We ensure your fund operates legally, efficiently, and with a strong foundation that can scale as your portfolio grows.
Our Formation Services Include:
- Entity formation (LLC, LP, or Series structures)
- Drafting operating and partnership agreements
- Private Placement Memorandums (PPMs)
- Investor subscription documents
Debt Funds
Whether you’re establishing your first debt fund or expanding an existing one, we guide you through every step of the process.
We assist with:
- Drafting fund offering documents and operating agreements
- Structuring fund terms to attract investors while protecting the sponsor
- Advising on investor relations, reporting, and fund management
- Coordinating with accountants and administrators for fund operations
Our goal is to help you create a debt fund that is both compliant and investor-ready.
Business Acquisition Funds
The Legal Foundation for Your Next Venture
Whether you’re launching a fund to acquire existing businesses or expanding into new industries, our team helps you create a structure that supports long-term growth and investor confidence. We guide you through every stage of fund formation – ensuring compliance, protecting your interests, and aligning your fund with both short-term goals and long-term strategy.
Our legal team helps you design a fund that operates efficiently and can adapt as your portfolio grows. From entity setup to investor documentation, we make sure your fund is built on a strong legal foundation
Our Formation Services Include:
- Entity formation (LLC, LP, or Series structures)
- Drafting operating, partnership, and management agreements
- Private Placement Memorandums (PPMs)
- Investor subscription and compliance documents
- Due diligence and acquisition documentation review
- Regulatory filings and ongoing legal compliance
Other Services
Beyond property transactions, Swafford Law Firm, LLC provides expert counsel in broader business and investment matters, including:
Commercial Real Estate
Purchase and Sale Agreement negotiations
Title and Survey review
Loan Document review
Business Acquisitions
Business Purchase Agreements
Loan Document review
Corporate Governance
Asset Specific Syndications
Tailored Syndications Documents for specific purpose
SEC Compliance Assistance
Detailed org chart for investor/lender
Fund of Funds
Detailed Fund of Fund Documents for virtually any investment type
SEC Compliance Assistance
Your Business Deal Deserves Expert Legal Guidance
Don’t leave your next acquisition or sale to chance.
Let Swafford Law Firm, LLC provide the clarity, documentation, and protection you need for a seamless transaction.
Let’s discuss your business acquisition goals and create a plan that safeguards your success.