Our Practice

Alterra’s investment management team has advised a broad base of sophisticated domestic and global foreign financial institutions, investment companies, investment advisers, as well as registered open-end and closed-end funds. The firm’s professionals are true legal experts in the industry and have represented the full range of mutual and private funds, from first-time funds, to independent boutiques and institutionally sponsored private businesses, to multi-strategy asset management firms, in their fundraising and regulatory matters in Peru and in the process of attaining registration with Peruvian regulatory authorities.

Our services include fund formation, regulatory planning and ongoing advice for offshore and domestic registered and unregistered advisors and broker dealers, comprising all aspects of their business including formation and operation, regulatory matters, compliance policies and procedures, operations and regulatory affairs, representation of mutual fund distributors in connection with advertising and sales literature, preparation of underwriting and dealer agreements, fund mergers, liquidations and other re-structurings, among others.

In the specialized situations area, the firm provides advice in corporate financing and mergers and acquisitions in the investment management industry, representing investment advisers and broker dealers in transactions that contain significant industry-specific considerations (including complex regulatory elements).

Our private fund team has represented many of the most renowned sponsors and sophisticated investors in a wide variety of private funds pursuing several alternative investment strategies such as private equity funds, hedge funds, real estate funds, distressed debt funds, senior and mezzanine debt funds, infrastructure funds, media and telecommunications, health care, energy and other sector-specific funds, as well as private equity funds-of-funds and fund-of-hedge funds.

Our experience in raising mega-funds is unparalleled in Peru, having assisted clients such as Apax Partners and The Carlyle Group in obtaining regulatory clearance for the only private equity mega-funds to ever obtained registration in Peru and P2 Capital Partners in obtaining regulatory clearance for the only direct hedge fund to ever been qualified as an eligible investment for Peruvian pension funds.

Our professionals have been involved and have lead the most notable transactions of the private funds industry in Peru and helped international sponsors to land in Peru with specific Peru-focused fund projects, such as The Carlyle Group in structuring and launching the “Carlyle Peru Fund” in association with Peruvian conglomerate Credicorp and Brookfield in arranging and launching Brookfield Peru Infrastructure Fund I, a private equity infrastructure-focused fund sponsored by Brookfield in association with AC Capitales.