Marco E. Adelfio

Marco E. Adelfio ( Partner of Morrison & Foerster LLP )

Primary Office:
 Washington D.C.      Email: madelfio@mofo.com
 
Phone: (202) 887-1530                     Fax: (202) 887-0763
 
Education: Bucknell University (B.A.,1978); Boston College Law School (J.D.,1982)
 
Bar Admissions: Admitted only in District of Columbia Massachusetts
 
 
Mr. Adelfio's practice focuses on investment companies and investment advisers. Investment company clients include both open-end and
 
closed-end funds, multi-class funds and master-feeder funds. In addition to ongoing SEC regulatory and registration activities, Mr. Adelfio
 
handles complex acquisition and reorganization transactions for fund companies and consolidations following mergers of advisers. He
 
has represented several fund companies since their inception and also serves as independent counsel to the independent directors of
 
fund companies. A portion of his practice involves advising private equity funds, exchange funds, and operating companies on structural
 
and Investment Company Act (1940 Act) matters, including exemptions.
 
 
He also counsels investment advisers that are registered with the SEC, on a range of regulatory and transactional matters. This practice
 
involves advice and counsel with respect to fiduciary responsibilities, the provision of investment management services, and compliance
 
matters. Mr. Adelfio has also advised broker-dealers on regulatory and contract and compliance matters and counseled operating
 
companies and underwriters in public and private equity and debt financings and other corporate transactions.
 
 
For the last three years, Mr. Adelfio has been named a Leading Lawyer in Investment Management in the Chambers USA Guide to
 
America's Leading Business Lawyers put out by Chamber & Partners Publishing. He is also listed in The Best Lawyers in America (2007
 
and 2008) as a leader in the field of mutual funds law.
 
 
Practice Areas
 
Capital Markets                  Corporate               Private Equity Fund Group
 
Financial Services Law      Investment Management
 
 
Industry Expertise: Investment Management

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