C. Robert Bruner

Robert Bruner is the Section Chair of the Investment Management Practice Group and is based out of the firm's Dallas office. He advises investment advisers, private fund sponsors and managers, commodity pool operators and trading advisors, and institutional investors on U.S. private fund formation and ongoing investment management compliance.

Robert’s practice focuses primarily on the formation and operation of private investment funds—private equity, real estate and hedge funds—and the related management entities, with attention to governance, documentation and day-to-day regulatory obligations.

He assists investment advisers and commodity pool operators and trading advisors with fund structuring, upper-tier management structures, and compliance with applicable U.S. federal and state law, and he also represents investment funds and other institutional investors in underlying fund investments, secondary acquisitions and dispositions, co-investments and separately managed accounts.

Robert regularly supports investment managers with corporate and securities compliance work, including required SEC and other regulatory filings, such as Schedule 13D, Schedule 13G, Form 13F, Form 13H, Form N-PX, Form SHO, Forms 3, 4, and 5, Form PF, Form ADV, Form TIC-SLT, and BEA filings required for certain investment managers.

Robert has more than a decade of experience representing investment advisors in the formation and launch of private markets focused on insurance dedicated funds, including structuring and launching these specialized investment products and negotiating with the insurance carriers that invest in these vehicles.

These insurance dedicated fund representations largely relate to tailored mandates for separate account investments attributable to ICOLI policies, but Robert also has experience with open-ended insurance dedicated funds that are designed to be more broadly available for PPLI/PPVA investments.