Ms. Grant specializes in representing investment advisers, including organizing domestic and offshore private investment funds. She offers clients experienced and practical advice across all aspects of their legal needs, including contracts between fund organizers and investors such as seed and strategic investors, finders and placement agents, fund structuring and amendments, navigating state and federal investment adviser registration and ongoing compliance. She helps clients develop client and other agreement for non-traditional advisory arrangements, such as on-line advisory platforms, and provides regulatory and compliance advice for these advisory businesses.

In addition, Ms. Grant assists clients with buying and selling privately held businesses, license agreements, executive employment and bonus agreements, private placements and privacy and data breach requirements. She helps clients in negotiating and preparing the agreements between the owners of private businesses that are organized as limited liability companies and limited partnerships agreement.

“Know Your Contract,” co-presenter at Legal Services for Entrepreneurs (project of the Lawyers’ Committee For Civil Rights of the San Francisco Bar Area), November 16, 2021

“Investment Advisers Codes of Ethics: The Rule Plus Implications of Gifts and Whistleblowers,” co-presenter at NRS Webinar, June 10, 2021

“Two Persistent Challenges: Insider Trading and Advisory Contracts,” co-presenter at NRS webinar, February 9, 2021

“Compliance Programs Rules and Strategies for Managing Your Annual Review”, co-presenter at NRS webinar, December 5, 2019

“Advisers Act Anti-Fraud Rules” and “Two Persistent Compliance Challenges: Insider Trading and Advisory Contracts” , co-presenter at programs at NRS Investment Adviser Symposium, June 4 and 5, 2019

“Books and Records Requirements for Investment Advisers” and “Two Persistent Challenges: Insider Trading and Advisory Contracts,” co-presenter at NRS Investment Adviser Symposium, June 5, 2018

“Advisers Act Anti-Fraud Rules: Custody, Political Contributions, Solicitors, and Proxy Voting Requirements,” co-presenter at NRS Investment Adviser Symposium, June 6, 2017

“Side Letters, Separate Accounts And Sleeves – Investors Who Want It Their Way,” co-leader of roundtable lunch event of the Association of Women in Alternative Investments, November 4, 2015

“FATCA Considerations for Private Fund Managers,” featured speaker for webcast by ACA Compliance Group, July 10, 2014

“Building a Compliance Culture — A View from the Trenches,” co-leader of roundtable lunch event of Association of Women in Alternative Investments, June 12, 2014

Co-author of U.S. Regulation of Hedge Funds (2nd edition, American Bar Association, 2013)

Ms. Grant is a member of the Business Law Section of the California State Bar and the Bar Association of San Francisco.