Robert R. Boeche II Esq.

Robert R. Boeche II Esq.

Sr. Associate
Location:
San Diego, California
Phone:
619-717-2564
866-497-2298
Fax:
619-298-2882
Email:

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 received his JD 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. In 2014, Mr. Boeche was named as one of San Diego Transcript's 2014 Top Attorneys for corporate transactional law.

Areas of Practice

  • 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 and client disclosure documents
  • General corporate counsel services
  • Regulatory filings

Bar Admissions

  • California

Education

  • University of San Diego School of Law, San Diego, California
    • J.D.
  • Pomona College
    • B.A.
    • Major: Economics

Professional Associations and Memberships

  • San Diego County Bar Association, Member