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Legal 500 Honors Sixteen Shartsis Friese Lawyers in Inaugural City Elite Ranking for San Francisco

January 23, 2026

Publications

Investment Advisers Certificated by California DFPI Compliance Filing Requirements

January 22, 2026

Publications

Form ADV Compliance for Investment Advisers

January 22, 2026

Publications

SEC and California Exempt Reporting Adviser Compliance Filing Requirements

January 22, 2026

News

Shartsis Friese Welcomes Tax Lawyer Noah Metz as Partner

January 21, 2026

Publications

CFTC Reinstates Registration Relief to Certain SEC-Registered Investment Advisers Operating Commodity Pools

January 5, 2026

Publications

The SEC Delays Form SHO Compliance to January 2, 2028

December 10, 2025

News

Shartsis Friese Earns Numerous Rankings on 2026 Best Law Firms List

November 6, 2025

Publications

Federal, State and Local Tax Developments

October 13, 2025 | By: Paul D. Patrow and Carol H. Wang

Publications

The SEC’s Filing System Transition to EDGAR Next

July 1, 2025

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Jim Schwarz

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James Schwarz

Chief Operating Officer