Based in our New York office, Nathan Somogie is a member of the Firm’s Registered Funds practice, where he represents a broad range of asset management firms in the formation and ongoing operation of their retail investment funds. Nathan has deep experience advising on the design and structuring of some of the most innovative and first-of-their-kind investment products across the asset management industry, including retail products that provide public access to private markets and alternative asset classes. He is a trusted counselor to asset management firms in strategic transactions, co-investments and fund reorganizations, and regularly advises on industry developments.
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Work Highlights
- KKR Infrastructure Conglomerate LLC, a public operating company, in connection with its Form 10 registration statement and ongoing matters.
- KKR Real Estate Select Trust, Inc., a public non-traded ’40 Act REIT, in connection with its continuous offering and ongoing matters.
- Blackstone Real Estate Income Trust, Inc., a public non-traded REIT, in connection with its $60 billion follow-on offering and ongoing matters.
- New Mountain Guardian IV BDC, L.L.C., a business development company, in connection with its private offering and ongoing matters.
- Counsel to sponsors of operating companies that own infrastructure or private equity assets.
- Counsel to sponsors of registered funds investing in alternative asset classes, including private equity secondaries, private credit and real estate.
Experience prior to joining Simpson Thacher includes representing:
- Registered closed-end funds (including interval and tender offer structures), business development companies and ETFs.
- Sponsors of retail access products, including Pantheon Ventures with respect to AMG Pantheon Fund (one of the first registered funds of private equity funds to secure regulatory approval) and Primark Capital with respect to Primark Private Equity Investments Fund (the first registered fund of private equity investments offered to non-accredited investors).
- Co-investment program sponsors in connection with side-by-side investment activities of registered funds and private funds.
- Private equity sponsors and public companies in connection with acquisitions and sales of asset management businesses, including M&A transactions and minority investments.
- Applicants for novel SEC exemptive relief, including Invesco in connection with the development of its active semi-transparent ETF business.
- Underwriters in connection with offerings by regulated investment vehicles.
Accolades
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Rising Star, With Intelligence Mutual Fund & ETF Awards (2022)
Education
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University of Michigan Law School, 2010 J.D.
magna cum laude; Articles Editor, Michigan Law Review; Helen L. DeRoy Memorial Award
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Bentley University, 2004 M.S. (Accounting)
with distinction
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Gordon College, 2003 B.A.
summa cum laude
Associations
- New York City Bar Association
- Board of Advisors, Boston Symphony Orchestra
Clerkships
- Hon. John M. Rogers, U.S. Court of Appeals for the Sixth Circuit, 2010-2011
Based in our New York office, Nathan Somogie is a member of the Firm’s Registered Funds practice, where he represents a broad range of asset management firms in the formation and ongoing operation of their retail investment funds. Nathan has deep experience advising on the design and structuring of some of the most innovative and first-of-their-kind investment products across the asset management industry, including retail products that provide public access to private markets and alternative asset classes. He is a trusted counselor to asset management firms in strategic transactions, co-investments and fund reorganizations, and regularly advises on industry developments.
Nathan's recent experience includes the representation of:
- KKR Infrastructure Conglomerate LLC, a public operating company, in connection with its Form 10 registration statement and ongoing matters.
- KKR Real Estate Select Trust, Inc., a public non-traded ’40 Act REIT, in connection with its continuous offering and ongoing matters.
- Blackstone Real Estate Income Trust, Inc., a public non-traded REIT, in connection with its $60 billion follow-on offering and ongoing matters.
- New Mountain Guardian IV BDC, L.L.C., a business development company, in connection with its private offering and ongoing matters.
- Counsel to sponsors of operating companies that own infrastructure or private equity assets.
- Counsel to sponsors of registered funds investing in alternative asset classes, including private equity secondaries, private credit and real estate.
Select experience prior to joining Simpson Thacher includes representing:
- Registered closed-end funds (including interval and tender offer structures), business development companies and ETFs.
- Sponsors of retail access products, including Pantheon Ventures with respect to AMG Pantheon Fund (one of the first registered funds of private equity funds to secure regulatory approval) and Primark Capital with respect to Primark Private Equity Investments Fund (the first registered fund of private equity investments offered to non-accredited investors).
- Co-investment program sponsors in connection with side-by-side investment activities of registered funds and private funds.
- Private equity sponsors and public companies in connection with acquisitions and sales of asset management businesses, including M&A transactions and minority investments.
- Applicants for novel SEC exemptive relief, including Invesco in connection with the development of its active semi-transparent ETF business.
- Underwriters in connection with offerings by regulated investment vehicles.
Nathan previously clerked for the Hon. John M. Rogers of the United States Court of Appeals for the Sixth Circuit. Prior to law school, he was a certified public accountant, managing financial statement audits for public companies.
Nathan received his J.D. from University of Michigan Law School, where he was articles editor of the Michigan Law Review.