Hedge Funds | Private Equity Funds | Hybrid Funds
Outsourced CFO & Controller
Whether you need a CFO or have one that needs support, our team can help take care of all back office needs and eliminate key-man risk in many situations. Our services can be tailored to each fund’s unique needs and circumstances.
New Fund Launches
Launching a new fund can be a daunting task, and like everything else, becomes easier with experience. With expertise in new fund launches, we can help expedite the time to your first trade or first close.
Outsourced Middle Office
End of day trade files, recalculating margin calls, and fixing trade breaks can quickly consume valuable time throughout the day. Outsourcing these daily tasks to a trusted partner can allow you to focus on the items that matter most.
Audit & Tax Support
When there simply isn’t enough time in the day, we can take the distraction out of managing the audit & tax process. Our team will drive the process to ensure important regulatory deadlines are met ahead of schedule.
Fund Wind Downs
Fund wind down work often extends long past when most employees have left the firm. We can lead the process and ensure a smooth dissolution of business operations.
Project Based Engagements
Sometimes you need that extra support to make that project a success. Our services can be tailored to almost any circumstance to add the additional bandwidth your firm needs.