top of page


How Private Equity Firms Can Use Extended Warranties as a Portfolio Value-Creation Strategy
Private equity firms often look for revenue growth, margin expansion, and operational improvement across portfolio companies. Extended warranties may offer a hidden value-creation lever for manufacturers and product businesses that already create warranty risk, support service infrastructure, and absorb brand damage when products fail.

Steven Barge-Siever, Esq.
May 3113 min read
Â
Â


Does RIA E&O Cover Pooled Investment Funds?
By Steven Barge-Siever, Esq. If I launch a pooled fund, do I need different insurance? Generally, yes. A standard RIA E&O policy should not be assumed to cover a pooled investment fund. RIA E&O insurance is usually designed to cover claims arising from investment advisory services. A pooled investment fund creates additional risks involving the fund entity, general partner or managing member, fund governance, investor disclosures, valuation, expense allocation, liquidity, c

Steven Barge-Siever, Esq.
May 235 min read
Â
Â


The Hidden Risk When Signing Form ADV: What Every Signatory Should Know
Signing Form ADV is more than a routine compliance step. It creates personal liability exposure for the signatory, even when they are not a CFO or General Counsel.

Steven Barge-Siever, Esq.
Jun 27, 20254 min read
Â
Â


The Reason Limited Partners Require Venture Capital Firms Carry Fund-Level Insurance
Limited Partners (LPs) are increasingly requiring venture capital firms to carry dedicated fund-level insurance to protect both partners and investor capital. This article explains why fund D&O, GPL, and EPL insurance are becoming critical risk management tools for modern venture funds - and what sophisticated LPs expect today.

Steven Barge-Siever, Esq.
Apr 27, 20254 min read
Â
Â
bottom of page