Kate Sum

Of Counsel | Palo Alto

ksum@mofo.com | (650) 813-5766

ksum@mofo.com
(650) 813-5766

Kate Sum, Of Counsel in the firm’s Palo Alto office, advises on all aspects of the formation, structuring and operation of U.S. and international private investment funds.

Kate has experience advising on regulatory matters related to the Investment Company Act of 1940, the Investment Advisers Act of 1940 and the Securities Act of 1933 as well as regulatory changes under the Dodd-Frank Act and the JOBS Act.

Kate’s practice focuses on the representation of fund sponsors and managers in the formation and structuring of private equity funds, including upper–tier planning, as well as on related securities laws and regulatory matters. She also advises domestic and international investors on the purchase of interests in private funds.

Prior to joining Morrison & Foerster, Kate advised on investment funds at another international law firm. She received her J.D. from the University of Toronto and her B.Comm. (with Great Distinction) from McGill University.

Show More
Close
Feedback

Disclaimer

Unsolicited e-mails and information sent to Morrison & Foerster will not be considered confidential, may be disclosed to others pursuant to our Privacy Policy, may not receive a response, and do not create an attorney-client relationship with Morrison & Foerster. If you are not already a client of Morrison & Foerster, do not include any confidential information in this message. Also, please note that our attorneys do not seek to practice law in any jurisdiction in which they are not properly authorized to do so.