Jarrod’s practice focuses on private fund formation, investment management, regulatory compliance, and corporate governance. He regularly advises fund managers and investment advisers with respect to the structuring, formation, and operation of private funds and other investment advisory relationships, as well as the structuring of related upper-tier management entities.

Jarrod has represented clients ranging in size and experience, from start-up exempt reporting advisers with a few million dollars under management to multi-billion dollar registered investment advisers, with investment strategies involving a wide spectrum of asset classes, including public and private equity, real estate, venture, secondary investments, oil and gas, credit, and digital assets.

Jarrod takes a full-service approach when assisting clients with fund structuring, formation and operations throughout the life of a fund, including the preparation of private offering documentation, investor negotiations and relations, fundraising and marketing. Jarrod has experience with a variety of liquid, illiquid and hybrid fund structures, as well as master-feeder and parallel funds organized in the United States and abroad. In addition to providing counsel with respect to securities, investment adviser, investment company, broker-dealer and other regulatory matters, Jarrod works closely with other members of Winstead’s multidisciplinary Investment Management & Private Funds Industry Group to provide clients with efficient and streamlined service on all matters affecting their businesses, including structuring and tax issues, employment and compensation issues for fund managers and staff, ERISA concerns, acquisition and disposition of fund investments, and more.

Jarrod’s experience representing fund managers and other investment advisers complements his representation of investors with respect to their alternative asset investments, including in the review and negotiation of investment advisory agreements, limited partnership agreements and subscription agreements, as well as drafting side letters.

Jarrod and his wife reside in Fort Worth.

Representative Experience

• Represented numerous clients in the formation and offering of private funds investing in public and private equity, credit and debt securities, real estate, oil & gas assets and derivatives.
• Represented numerous clients in the formation and offering of long/short and long-only hedge funds. 
• Represented numerous clients in the formation and offering of private funds focused on acquiring and/or originating loans. 
• Represented numerous clients in the formation of co-investment vehicles to acquire assets alongside blind pool funds.
• Represented numerous wealth managers in the formation and offering of private feeder funds to pool client capital for investment into underlying funds that are managed or sponsored by third parties.
• Represented numerous investors and private fund managers in negotiations of side letters for private fund investments ranging from less than $1 million to $600 million. 
• Represented numerous clients in negotiations of institutional and retail separately managed accounts.
• Represented numerous multi-family office clients in negotiations of agreements for asset management services.
• Represented numerous clients in negotiations of seed investment agreements.
• Structured and prepared legal documentation in connection with the formation and offering of a blind pool real estate fund whereby investors could invest directly in the fund or indirectly through a REIT.
• Structured and prepared legal documentation in connection with the formation and offering of a blind pool private equity fund complex that made investments through a commonly-advised registered investment company (RIC). 
• Represented client in the formation and offering of a $5+ billion private equity style secondaries fund. 
• Represented client in the formation and offering of a $2.1+ billion private equity style secondaries fund. 
• Represented client in the formation and offering of a $1+ billion private equity style secondaries fund. 
• Represented client in the formation and offering of a $1 billion real estate fund providing GP equity for underlying commercial office acquisitions.
• Represented client in the formation and offering of a $600+ million private equity style secondaries fund.  
• Represented client in the formation and offering of a $300+ million private equity fund investing in privately-held software companies. 
• Represented client in the formation and offering of a $300 million real estate fund.
• Represented client in the negotiation of agreements related to a $250 million seed investment into a hedge fund, as well as the formation and offering of the hedge fund.
• Represented client in the formation and offering of a $250 million real estate fund that provides GP equity for underlying projects. 
• Represented client in the formation and offering of a $200 million SPV to acquire a control position in an oil field services company.
• Represented client in the formation and offering of a $150 million mineral and royalty interest fund.
• Represented client in the formation and offering of a $125 million fund to acquire unentitled land for future real estate development projects. 
• Represented client in the negotiation of agreements related to a $100 million seed investment into a hedge fund, as well as the formation and offering of the hedge fund complex.
• Represented client in the formation and offering of a $100 million mineral and royalty interest fund. 
• Represented client in the formation and offering of a $100 million real estate fund to acquire and/or develop self-storage projects. 
• Represented client in the formation and offering of a $100 million real estate fund.
• Represented client in the formation and offering of a $85+ million specialty situations SPV that participated in investments related to the bankruptcy restructuring of clothing retailer.
• Represented client in the formation and offering of a $75 million specialty situations SPV that participated in investments related to the bankruptcy restructuring of an oil field services company.
• Represented client in the negotiation and documentation of a $50+ million joint venture to acquire non-operated working interests in oil and gas assets, as well as the formation and offering of a $7+ million feeder fund that invested in the joint venture alongside other co-investors.
• Represented client in the formation and offering of a $50+ million mineral, royalty and non-operated working interest fund.
• Represented client in the formation and offering of a $50+ million mineral and royalty interest fund.
• Represented client in the formation and offering of a $50 million fund originating and acquiring real estate development loans.
• Represented client in the formation and offering of a $50 million small-buyout private equity fund. 
• Represented client in the formation and offering of a $50 million real estate fund.
• Represented client in the formation and offering of a $45+ million real estate fund investing in industrial assets.
• Represented client in the formation and offering of a $40+ million fund-of-funds investing in underlying private equity and venture funds. 
• Represented client in the formation and offering of a $40 million fund investing in non-operated working interests.
• Represented client in the formation and offering of a $25 million fund-of-funds investing in underlying hedge funds, private equity and venture funds, credit funds, oil & gas funds, and specialty situations funds.
• Represented client in the formation and offering of a $20+ million SPV to acquire a non-controlling interest in a private jet charter service.
• Represented client in the formation and offering of a $20 million fund investing in non-operated working interests.
• Represented client in the formation and offering of a $14+ million SPV to acquire a restaurant chain.
• Represented client in the formation and offering of a $12+ million SPV to acquire a non-controlling interest in regional franchises for adventure parks.
• Represented client in the formation and offering of a $10+ million fund originating loans to finance inventory needs for companies operating in the consumer goods industry.  
• Represented client in the formation and offering of a $10+ million fund originating loans for real estate construction projects.
• Represented client in the formation and offering of a $1.7+ million SPV to acquire a non-controlling interest in a regional moving company.