MARCO E. ADELFIO
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PARTNER
901 New York Avenue, NW
Washington, DC 20001
USA
202.346.4530
Marco Adelfio is a partner in the firm’s Business Law Department and a member of its Investment Management Practice, where he focuses on representing investment companies and investment advisers. Mr. Adelfio joined Goodwin Procter in 2009.
WORK FOR CLIENTS
Mr. Adelfio’s investment company clients include both open-end and closed-end funds, multi-class funds and master-feeder funds. In addition to ongoing SEC regulatory and registration activities, he handles complex acquisition and reorganization transactions for fund companies and consolidations following mergers of advisers.
Mr. Adelfio has represented several fund companies since their inception and also serves as independent counsel to the independent directors of fund companies. A portion of his practice involves advising private funds, business development companies and operating companies on structural and Investment Company Act (1940 Act) matters, including exemptions.
Mr. Adelfio also counsels investment advisers that are registered with the SEC, on a range of regulatory and transactional matters. His practice involves advice and counsel with respect to fiduciary responsibilities, the provision of investment management services and compliance matters.
PROFESSIONAL ACTIVITIES
Mr. Adelfio is a member of the District of Columbia and Massachusetts Bar Associations, the American Bar Association, and its Section of Business Law.
PROFESSIONAL EXPERIENCE
Prior to joining Goodwin Procter, Mr. Adelfio was a partner in the Washington, D.C. office of Morrison & Foerster. In addition to being a regular conference speaker and contributor to industry publications, Mr. Adelfio recently contributed two chapters to Investment Management Law and Practice, a treatise published by Oxford University Press analyzing the legal and regulatory environment in which investment management firms operate in the United Kingdom and the United States.
BAR AND COURT ADMISSIONS
Mr. Adelfio is admitted to practice in the District of Columbia and Massachusetts.
RECOGNITION
Mr. Adelfio is listed in Chambers USA: America’s Leading Lawyers for Business and The Best Lawyers in America as a leader in the field of mutual funds law.
EDUCATION
- J.D., 1982
Boston College Law School
(magna cum laude, Order of the Coif)
- B.A., 1978
Bucknell University