Business Advisory for Hedge Funds and Family Offices
Propel your business forward
Book a free 30-minute strategy session
Solve Your Most Pressing Investments and Operations Challenges
Overcome your most pressing challenges with best practice consulting from Arootah Business Advisory. Under the direction of Rich Bello, co-founder and COO of Blue Ridge Capital, our team of advisors brings real-world experience from some of the world’s most prestigious hedge funds — Tiger Management, D.E. Shaw, Maverick, Pequot, Andor — to support hedge fund executives, single family offices, and multi-family offices in maximizing performance and achieving their goals.
With our process-driven approach and tailored solutions, our advisory team imparts the tools, policies, and procedures organizations need to proactively build a firm so stable, the only surprises they experience come from markets.
Our team of advisors leverages real-world experience in structuring, operating, managing, and growing successful hedge funds and family offices to support our clients in meeting and overcoming their biggest needs and challenges.
We offer services on an ad-hoc or project basis or for longer-term engagements.
Hedge Fund Advisory
Arootah Hedge Fund Advisory propels your business forward by leveraging our experience across the key areas of a firm:
Investments and Operations
Our team can support you throughout the entire life cycle: from startup to raising capital to ongoing operations and beyond.
We offer the tools and foundational support they need to:
- Gain confidence across the entire lifecycle of fund management
- Navigate complex SEC and compliance issues
- Satisfy investors
- Foster collaboration across functional areas
Family Office Advisory
Arootah Family Office Advisory supports the unsung heroes who drive the engine of the family office. Our experience helps wealthy families and family offices make the best use of their three most valuable assets: time, money, and family.
We offer the support families need to:
- Protect their assets and navigate challenging family dynamics through an objective third party
- Ensure their children and future generations are well-cared for
We offer the tools and foundational support they need to:
- Gain confidence across the entire lifecycle of fund management
- Navigate complex SEC and compliance issues
- Satisfy investors
- Foster collaboration across functional areas
We offer the support families need to:
- Protect their assets and navigate challenging family dynamics through an objective third party
- Ensure their children and future generations are well-cared for
Business Advisory: Fill in the Gaps
Consider our experts an extension of your team. Learn how to expand your firm or family office in the following areas of investments and operations
Portfolio Management
To generate returns, you’ll need an edge. We can help you construct and manage a portfolio strategized for success.
Risk Management
It is critical that your firm continuously identifies and mitigates risk. Your methods of prevention and mitigation and how you present them to investors, will help you develop strong clients relationships.
Data & Analytics
The finance industry is ever-evolving and when your firm is looking for new sources of alpha, having a solid data and analytics foundation can give you a competitive advantage that extends well beyond near-term turbulence.
Trading
Trade execution, particularly technology innovators, constantly evolves and impacts your ability to source liquidity, achieve the best execution, and generate alpha. How you manage the trading process is critically important to investors and regulators.
Legal & Compliance
Set a “tone at the top” commitment to compliance by establishing the processes and control measures you need to keep your firm safe from regulatory violations and potential legal issues that could negatively impact your reputation and viability.
Talent Acquisition
Make better hiring decisions faster. Arootah Talent Acquisition provide you proprietary and industry-standard tools you can use to refine, revamp, and scale your hiring needs across all areas of your firm, at every stage of the employee lifecycle.

Talent Acquisition Services

Talent Acquisition Process Training

Talent Acquisition Software

Talent Acquisition Services

Talent Acquisition Process Training

Talent Acquisition Software
Operations
Treasury
Managing cash flows, liquidity, and capital allocation is complex. Our advisors will give your fund clarity and strategic insight so you can optimize capital across investments, operations, and risk management activities. We’ll partner with you to drive performance and help you achieve your objectives, enhancing your growth and stability.
Business Development
Capital-raising is one of the most daunting tasks a firm can face. Our experts will position you and your team for success in securing investors and raising assets while ensuring you comply with all marketing and distribution requirements.
Investor Relations
Well-informed and satisfied clients are your best marketing tool. We’ll train you and your team to use effective communication to foster long-lasting relationships with clients.
Taxes & Accounting
Accurate tax preparation, whether in-house or outsourced, is fundamental to every firm’s success. Our advisors are experts on current tax codes and can improve the accuracy of your financial records.
Technology Infrastructure
Develop robust plans and protocols to manage system outages and data security and accessibility – from hardware to software.
IT & Cybersecurity
Guard your firm from the never-ending threat of cyberattacks to keep your data secure and accessible. Set your team up for productivity, ensuring it has the proper controls and infrastructure for success.
Family Office
Meeting the wealth, tax, asset, and liability management needs of the principal(s) and their estates requires specialized attention. Protecting the interests of the firm’s owner(s) can give them piece of mind. Learn about our Family Office Advisory.
Human Resources
Employee dissatisfaction and turnover cost organizations valuable time and money. Focus on your most important resource — human capital — by working with us to establish and implement procedures for talent acquisition, diversity and inclusion, training and professional development, and benefits.
Due Diligence
Researching and analyzing investment opportunities or potential counterparties can be painstaking. Let our experts identify potential risks and rewards so you can make informed investment decisions. We’ll evaluate your fund’s financials, strategies, and legal and regulatory compliance, safeguarding your investments and boosting your potential.
Operations
Operations are at the heart of a well-managed hedge fund and handle pivotal functions, such as trade settlement, reconciliation, performance measurement, and compliance. With attention to detail, we’ll work with you to improve the accuracy of your operational record-keeping and manage risk through strict adherence to regulatory requirements. These essential functions will drive your firm to success and boost your efficiency.
Learn About Our Advisors
Our team of seasoned advisors have decades of hedge fund and family office experience to suit your every need.
Functional areas include:
Compliance | Accounting | Technology | Operations | Software Development | Legal
Family Office | Portfolio Management | Administration | Trading | Risk | Investor Relations
Tax | Due Diligence | Human Resources | Business Development | Treasury | Cybersecurity
Functional areas include:
Compliance | Accounting | Technology | Operations |
Software Development | Legal | Family Office | Portfolio Management
Administration | Trading | Risk | Investor Relations | Tax | Due Diligence
Human Resources | Business Development | Treasury | Cybersecurity
Functional areas include:
Compliance | Accounting | Technology
Operations | Software Development | Legal
Family Office | Portfolio Management
Administration | Trading | Risk
Investor Relations | Tax | Due Diligence
Human Resources | Business Development
Treasury | Cybersecurity
Nicole
As a leader in the finance industry, ICFA Associate Certified Coach, and founder and executive coach of her own coaching firm, she uses her expertise as to empower individuals to improve their leadership, performance, resilience, and well-being. In her prior roles, Nicole excelled as a vice president in investment management, evaluating and managing investments alongside a large team. She has also served as chief staff intern at a technology company and as an associate in private equity. As a coach, she is committed to holistic well-being and is certified in mindfulness-based stress reduction and meditation. She is also an active volunteer with interests in tennis, Buddhism, skiing, piano, hiking, and aviation.
Steven
Steven specializes in executive and leadership coaching, serving clients in global trading businesses, banks, and hedge funds and helping them improve their efficacy and productivity in highly regulated and competitive environments. He began his career as a junior trader in interest rate products, and subsequently worked as a proprietary trader, bridging gaps between trading desks through arbitrage techniques. As a senior trader in interest rate, FX, and fixed income derivatives, he has managed portfolios, pricing, hedging, and funding. At Arootah, he provides individual performance coaching to portfolio managers and traders, as well as executive coaching to COOs.
Chris
As a CFA with 25 years of experience, a portfolio manager, and a three-time industry award winner, Chris has the tools leaders need for success. His career spans various growth-stage organizations, where he has excelled in delivering customized investment solutions, providing exceptional client service, and driving firm growth and innovation. Chris has served as a chief investment officer for a wealth management firm, a co-founder and chief investment officer for a boutique asset management firm, and a portfolio manager for multiple global investment management firms, where he consistently generated alpha and contributed to strategic growth initiatives. As a global strategist and portfolio manager at a leading investment firm, Chris has a strong track record delivering superior risk-adjusted returns through disciplined and sustainable investment processes.
James
With a background spanning various roles in global macro and emerging market investments, James offers clients a wealth of experience. They have previously served as the global head of emerging market debt strategy and head of emerging market debt in a prominent investment management company, where they significantly contributed to growing franchise assets from inception. Their expertise includes managing sovereign portfolios for a global hedge fund and providing critical analytical input to an award-winning high-yield fund. Additionally, they have worked as an EM debt strategist and head of Latin American equity strategy at a major financial institution. They have also served as a political economic analyst for the Central Intelligence Agency and as an officer in the US Navy.
Jose
As a seasoned global macro portfolio manager, Jose has a strong background in asset allocation, portfolio construction, and multi-asset class management and works with a wide range of clients, from institutional investors to high-net-worth individuals. Jose has held diverse roles, including a director and portfolio manager in transition management position, where they executed intricate equity and fixed income transitions, optimized portfolio index performance, and spearheaded internal process automation. They also founded and led a technology startup, demonstrating hands-on development skills and effective team leadership. Additionally, their experience as a single-family office advisor and outsourced chief investment officer (OCIO) resulted in outperforming market benchmarks. They have played a crucial role in driving asset growth and launching investment vehicles on a global scale and have also managed derivatives portfolios, developed investment strategies, traded structured products, and provided training for wealth management professionals.
Kwame
A seasoned investment professional with a CFA designation and an MBA from Columbia Business School, Kwame has adeptly managed substantial assets for high-net-worth and ultra-high-net-worth clients. His expertise spans equities, fixed income, mutual funds, ETFs, alternative assets, and commodities. In his previous roles, he honed his skills in portfolio management, financial analysis, and relationship building at esteemed financial institutions. In his current position as investments manager at a prominent firm, Kwame oversees a team responsible for managing approximately $1 billion in UHNW client assets, crafting portfolios, and monitoring financial markets for alpha opportunities.
Michelle
Michelle is an accomplished financial services executive with a strong background in portfolio management, security selection, and business strategy. While managing multi-strategy alternative funds, she has continually outperformed her peers with lower volatility and draw-downs. As a thought leader in the industry, she has spoken at major conferences and published work on investing and alternative investments. As an adjunct professor and the founder of a personal finance information platform, Michelle is also dedicated to personal finance education and gender and racial equity in the financial markets. With her extensive experience, expertise, and passion for education and equity, Michelle offers valuable insights and leadership to the financial services industry.
James
As a CFA and seasoned quantitative investor, James has a strong track record in building hedged portfolios that encompass various asset classes. Over the course of his career, he has worked in roles that require deep technical analysis and modeling. He previously served as a senior analyst at an asset management firm, where he sourced and analyzed synthetic risk transfer assets. Additionally, he has served at a top-tier insurance and investment management company, focusing on structured products, as well as a global independent investment management firm, where he worked on various aspects of portfolio management and trade analysis. In his current position at a software development company, he is responsible for designing and implementing an order management and auto trading system for equity options.
Noel
With 25 years of experience in the finance industry, Noel has an impressive track record of expanding many multi-million-dollar and multi-billion-dollar businesses, raising substantial capital, and managing over 100 employees with a net result of over $400,000,000 in profits. Noel has also held leadership roles in options trading, fixed income futures and options, market making, and portfolio management where he developed profitable strategies. Additionally, he played a key role in the success of a firm that was later acquired by prominent financial entities. In his current role as the chief investment officer and founding partner at a San Francisco-based firm, he has launched a unique options-based quant I.P. that delivers exceptional returns and engages in multiple business development activities. In addition to serving as a leader in the finance industry, Noel serves on the board of directors for a cancer charity, contributing to its strategic growth.
Pablo
An accomplished engineer, investor, and quantitative researcher, Pablo’s diverse background spans venture capital, fintech, cryptocurrency, and machine learning/artificial intelligence. Over the course of his career, Pablo has held leadership positions in the technology industry, led research and development for systematic hedge fund investments in crypto assets, and overseen research efforts while constructing innovative investment strategies at an investment firm. In his current role as the head of quantitative investments at a boutique registered investment advisor, he leads a team dedicated to crafting high-yield, low-volatility strategies for various client profiles, managing assets that total $325 million.
Rajat
As a highly experienced financial professional, Rajat has over 20 years of expertise in equity capital markets, private investments, and portfolio management. During his career, Rajat has held positions at prestigious institutions where he developed expertise in technology, software, equity research, and investment banking. Rajat also played a pivotal role in evaluating late-stage private investments and global IPOs, contributing significantly to profits. In his most recent role at a prominent asset management firm, he excelled as a portfolio manager and global head of equity capital markets, generating a substantial profit within a short period of time.
Richard
Richard has over 20 years of experience as a portfolio management and quantitative research Executive. He excels in investment portfolio expertise and cross-functional team leadership, and has a proven track record in creating value-adding products and bridging the gap between quantitative methodologies and portfolio management. His expertise encompasses asset management, quantitative research, and equities, with accomplishments that include leadership in investment boutique growth, innovative product development, and successful AUM increase.
Travis
With over 17 years of experience, Travis has consistently developed successful investment strategies, made substantial cost reductions, and surpassed benchmarks in the finance industry. He has extensive and comprehensive expertise in investment management and has previously served as a senior portfolio manager, a portfolio manager, an assistant portfolio manager, and an investment analyst. In his current role as chief investment officer and vice president, he oversees a wide range of investment division functions, focusing on enhancing portfolio yield and reducing expenses. In that position, he is also responsible for collaborating with executive teams and participating on various committees. As a leader, he emphasizes mentorship and communication as well as regular meetings with regulators, rating agencies, and his board.
Alan
Alan is a finance industry leader who has been operating his own coaching practice since 2016 where he works with senior leaders and key staff to improve their business’ management, communication, and organizational culture. Alan has also served as chief operating officer, chief investment officer, analyst, and portfolio manager at a prominent financial institution. During his tenure, he played a pivotal role in the growth of assets under management from $10 million to nearly $2 billion by 1997. He also gained teaching experience with the New York City Board of Education that has proven crucial to his position as a coach.
Alyson
As an ICF-credentialed Professional Certified Coach, Alyson has over 15 years of experience supporting organizations and individuals in reaching their goals. She has delivered workshops and training to prestigious organizations such as KPMG, New Zealand Trade and Enterprise (NZTE), International Coaching Federation (ICF), Professionals in Human Resources Association (PIHRA), and Project Management Institute (PMI). Additionally, as a dedicated volunteer affiliated with the International Coaching Federation, she brings contagious energy and an “anything is possible” attitude to every situation she encounters.
Brian
Brian has a distinguished career as a research analyst and coach with a wealth of experience in both domains. As a research analyst, he excelled in positions at a high yield trading group, specializing in Telecom, Media, and Technology sectors, where he played integral roles in growing and managing trading desks with significant gross nationals. He is an expert in driving revenue through in-depth fundamental analysis, catalyst-driven trade ideas, and concise trading recommendations. Brian also holds a Leadership & Performance Coach certification from Brown University and provides clients valuable insight in both research and professional growth.
Daniel
Daniel is a highly accomplished senior search professional and executive coach with a remarkable, 20+ years track record in the financial and investment industry. Daniel began his career as a captain in a respected branch of the armed forces and went on to make significant contributions to the financial industry where he held leadership roles at asset management and alternative investment firms. In his role as a senior executive coach at a prominent advisory firm, he spearheads business development initiatives and engagements across various sectors. Daniel serves as a faculty trainer/facilitator at a major coaching academy, leading ICF-accredited programs. As a coach, he has propelled numerous C-level executives, senior attorneys, and associates toward peak performance.
Ready to Connect with an Advisor?
Book a free strategy call to determine the advisory services best suited for your needs.
Frequently Asked Questions
Who are your clients, and what do you do for them?
Our clients come from hedge funds, family offices, wealth management firms, asset management firms, and financial institutions but our consulting capabilities expand beyond those industries. Our advisors carefully assess how they currently operate and identify gaps across all functional areas.
What kind of “success” do you help clients achieve?
We offer our clients much more than business success. Depending on how you want to improve your life, our team can support you or your organization in accomplishing your most ambitious goals, including:
- Expanding operations
- Maximizing returns
- Leveraging resources
- Refocusing talents
- Pursuing exciting opportunities
- Raising more capital
- Exploring new ventures
How does Arootah Business Consulting improve the corporate environment?
There are measurable impacts of business consulting, such as improved efficiencies, fewer mistakes, reduction of costly errors, and increased revenues. Research has shown businesses that leverage subject-matter experts in various functional areas improve productivity.
Will I receive a business strategy?
Yes. Arootah advisors are eager to provide you with an effective and personalized strategy! They’re committed to helping you find and implement the best tactics to optimize your business plan. Business consulting services are perfect for individuals looking to grow a business or better market their products.
Where does Arootah Business Consulting take place?
We’re 100% online so we can easily connect with you at your convenience. The program is safe, secure, and confidential. Our clients and consultants are working hard to make incredible things happen. Protecting your trade secrets, intellectual property, and personal information is a top priority.