Robert R. Boeche II, Esq., Sr. Associate

Robert Boeche

Practice Areas

  • Formation and regulatory compliance matters involving investment advisers and private funds
  • Corporate formations (corporations, LLCs, LPs, etc.) and related operating documents
  • Drafting of policies and procedures manual, Form ADV, advisory contracts, solicitor agreements, purchase agreements and client disclosure documents
  • General corporate counsel services
  • Regulatory filings

Mr. Boeche provides strategic legal counsel to investment advisers, broker-dealers, private funds and other financial professionals. Mr. Boeche advises clients on all aspects of formation, registration, and ongoing operations. He regularly counsels clients regarding the legal issues surrounding all matters of business entity formation, including state filings, document preparation, and general corporate governance matters as well as succession planning. Mr. Boeche is responsible for drafting contracts, sales agreements, and client disclosure documents, as well as reviewing/preparing regulatory responses. He has extensive experience in all matters of investment adviser registration and compliance, including advising clients on solicitation and marketing activities.

Mr. Boeche regularly presents at conferences throughout the nation, and is a frequent contributor to various industry journals such as Schwab, Wolters Kluwer and others. He is involved in the State Bar of California (Corporations Committee) and the San Diego County Bar Association (where he serves on the Business and Corporate Law's Advisory Board). Mr. Boeche also was named as one of San Diego Transcript's 2014 Top Attorneys for corporate transactional law in 2014.

Mr. Boeche received his J.D. from the University of San Diego School of Law, where he was involved as a member of the school's "National Mock Trial Team" and was the recipient of such awards as "Best Oral Advocate" and "Cali Award." Prior to his joining JLG, Mr. Boeche worked at the law firm of Wilson, Sonsini, Goodrich and Rosati in their corporate division, where he focused on transactional law related to corporate finance, corporate governance, debt and  equity financing, and mergers and acquisitions. Mr. Boeche is admitted to The State Bar of California.

Education

J.D., University of San Diego School of Law
B.A., Economics, Pomona College

Bar And Court Admissions

The State Bar of California

Professional Affiliations

American Bar Association
Advisory Board Member, San Diego County Bar Association