Dorothy D. Mehta 

Partner – New York
T.+1 212 504 6846
dorothy.mehta@cwt.com
200 Liberty Street
New York, NY 10281 V-CARD

Dorothy D. Mehta leads Cadwalader’s Investment Management Practice, and is the firm’s leading advisor on fund formation. Her client base includes U.S. and non-U.S. investment advisers, wealth management platforms and family offices. Dorothy has extensive experience in the structuring, formation and operation (domestically and on a cross border basis) of a variety of alternative investments products, including U.S. and non-U.S. hedge funds, private equity funds, hybrid funds, funds of funds, collective investment trusts and commodity pools (both privately and publicly offered), and the establishment of separately managed account arrangements.

Dorothy regularly advises clients on registration and related compliance requirements of the SEC and CFTC, as well as on matters pertaining to the Investment Advisers Act, the Investment Company Act, the Commodity Exchange Act and federal and state securities laws generally.

Dorothy has been named leading hedge fund lawyer by Chambers USA, a “Next Generation Partner” in alternative and hedge fund formation by The Legal 500 U.S., a “Highly Regarded” hedge fund and investment fund lawyer in IFLR 1000, and as a top-rated securities and corporate finance attorney in New York by Super Lawyers. Dorothy has been recognized in Euromoney Legal Media Group’s Guide to the World's Leading Women in Business Law and was shortlisted for the 2019 Euromoney LMG Americas Women in Business Law Awards for "Best in Investment Funds."

Dorothy is frequently asked to speak and write on a wide range of investment management issues and recently co-authored the chapter, “U.S. Tax and Regulatory Considerations,” in Private Trust Companies: A Handbook for Advisers (2020).

Dorothy received her J.D. from Fordham University School of Law and B.A. from Cornell University.

 

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Books

  • Private Trust Companies - US Tax and Regulatory Considerations

    While high net worth families and practitioners have used private trust companies for many years in the international estate planning realm, the use of these structures is increasing in the U.S., as driven by a host of regulatory and geopolitical factors. Cadwalader's Sasha Grinberg and Dorothy Mehta provide insight into various related tax and regulatory considerations for both practitioners and clients when creating such entities.

Dorothy D. Mehta 

Admissions

  • New York

Education

  • Fordham University School of Law
    J.D., 2004
  • Cornell University
    A.B., 1999