With a focus on investment advisers and other financial services firms, Timothy W. Levin counsels clients on the design, development, and management of pooled investment vehicles and investment advisory programs. He also advises fund managers in connection with organization, registration, and ongoing regulatory compliance. Additionally, he represents managers and sponsors of unregistered pooled investment vehicles. He is the managing partner of Morgan Lewis’s Philadelphia office.
Timothy’s clients include many types of registered investment companies, such as mutual funds and registered funds of hedge funds, and funds focused on alternative investment strategies, including business development companies (BDCs). His unregistered pooled investment vehicle clients include private funds, bank collective investment trusts (CITs), and companies seeking exemption from investment company status.
Since 2008, Chambers USA: America’s Leading Lawyers for Business has recognized Timothy for his work.
He speaks frequently at conferences and moderates panels. He also co-chairs the annual Hedge Fund Conference. Timothy is the editor of Morgan Lewis Hedge Fund Deskbook: Legal and Practical Guide for a New Era and the Mutual Fund Regulation and Compliance Handbook.
University of Pennsylvania, 1992, B.A.
Villanova University School of Law, 1995, J.D.
Clerkship to Judge Steven McEwen of the Superior Court of Pennsylvania (1995 - 1996)
Awards and Affiliations
Influencer of Law, Managing Partner, The Philadelphia Inquirer (2019)
Member, Practice Group of the Year, Asset Management, Law360 (2017)
Recognized, Acritas Star Lawyer (2017)
Ranked, Investment Funds: Registered Funds, Nationwide, Chambers USA (2008–2019)
Leading Lawyer, Investment fund formation and management: Mutual/registered/exchange-traded funds, The Legal 500 US (2016–2019)
Recommended, Investment fund formation and management: Mutual funds, The Legal 500 US (2009–2010, 2015)