Item: Rich, Intelisano & Katz, LLP
Rating: 5
Author: Michael B.

Securities Arbitration and Financial Fraud Litigation

Private Equity Disputes

Rich, Intelisano & Katz represents retail and institutional investors worldwide in private equity disputes in arbitration and litigation against financial firms. Our clients have included ultra high net worth and high net worth individuals, family offices and institutions in claims against brokerage firms, investment and private banks, and other financial companies. The Firm represents limited partners of private equity firms in disputes with general partners. We provide aggressive representation and creative advice often across the table from the world's largest law firms.

The Firm presently represents a family office in a $383 million FINRA arbitration claim in New York against Citigroup Global Markets Inc. related to Citigroup’s misconduct with respect to the structuring, monitoring and handling of hedge fund and private equity portfolios, and the improper recommendation and implementation of a leveraged option swap transaction and a lender protected unit trust.

Bloomberg Update on $383M Client Case v. Citigroup Below is a piece by Bloomberg on our firm's $383 million claim against Citigroup. There's more on this case on the firm's website at…
American Lawyer Piece on Firm's Citigroup Case Below is an American Lawyer piece which explains our clients' pending $383 million FINRA arbitration against Citigroup. It goes on to talk about how…
Bloomberg Piece on $383M Client Case v. Citigroup Below is Bloomberg piece about our client's $383 million FINRA arbitration claim against Citigroup Global Markets, Inc. related to hedge funds,…

★★★★★

Daniel Katz and his firm are exceptionally knowledgeable about the constantly changing construction business and they have given my company insightful legal advice throughout the years. They have assisted with numerous construction negotiations, claims, and business matters with many satisfactory resolutions. Michael B.

Daniel Katz and his team have always been exemplary, always prepared, always responsive and extremely knowledgeable about construction issues. I cannot imagine better representation. Jim F.

RIK fought hard for me in my FINRA arbitration which resulted in an outstanding result. I will forever be grateful to them. Jeff B.

Ross and his team did a wonderful job representing me in my employment dispute. They were honest, intelligent and hard working. I recommend RIK to all of my colleagues in the financial industry. Steven F.

The theft of pension fund assets by a money manager prompted the Board of Trustee’s investigation into “how did this happen?” John Rich and the Rich, Intelisano & Katz team managed this complex securities litigation matter to fruitful results for our pension fund. Cecelia C., Executive Director

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