Hedge Fund Advisory
Maximize your firm’s potential with Arootah’s expert guidance across Investments and Operations.
Book a free 30-minute strategy session
Strengthen Your Firm from the Inside Out
As a hedge fund leader, you’re constantly seeking ways to improve your firm’s performance and overcome challenges. Arootah’s Hedge Fund Advisory leverages our team’s real-world experience in structuring, operating, managing, and growing successful hedge funds to support you in proactively building and growing your business.
Whether you’re starting up a new firm or scaling an established one, our process-driven approach across Investments and Operations positions you to maximize performance, strengthen your firm from the inside out, and overcome your biggest challenges.
Hedge Fund Consulting Services
Arootah Hedge Fund Advisory services propel 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 to help you:
- Gain confidence across the entire lifecycle of fund management
- Navigate complex SEC and compliance issues
- Ensure the satisfaction of your investors
- Foster collaboration across functional areas
Whether you are forming a new fund or looking to grow your business, our consultative approach enables firms to optimize their time and resources.
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Arootah Business Consulting
Under the direction of Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah Business Consulting leverages the expertise of advisors from some of the world’s most prestigious hedge funds, such as Tiger Management, D.E. Shaw, Maverick, Pequot, and Andor.
Our advisors focus on best practices consulting, imparting the tools, policies, and procedures you need to proactively build a firm so stable that the only surprises you experience emerge from markets.
We offer services on an ad-hoc or project basis or for longer-term engagements.
Hedge Fund Advisory: Fill in the Gaps
Consider us an extension of your team. Learn how your firm can grow in the following areas:
Optimize your business with comprehensive administrative support. We ensure your infrastructure is efficient and cost-effective, meeting the demands of clients and employees alike.
Enhance your competitive advantage in investment selection. We’ll support you in refining your research methods, promoting thorough, compliant processes, and quantifiable decision-making.
The number of cybersecurity attacks continues to steadily rise. Safeguard your firm’s data from the ongoing threat of cyberattacks, identity theft, and system outages.
Data: It can undermine the entire investment process if it lacks integrity or quality. We guide you in implementing cost-effective approaches to data vendors and transforming data challenges into strategic assets.
Drive your fund’s financial health and success with critical functions like financial reporting, budgeting, and risk management. Guarantee accurate information, efficient operations, and effective investor communication.
Set a tone-at-the-top commitment to compliance by implementing processes and controls to prevent legal issues and regulatory violations, enabling focus on success and avoiding unnecessary scrutiny.
Address the constant challenges of varied risks, from cyberattacks to physical threats. We help identify and mitigate these risks, safeguarding your assets and operations.
Taxes & Accounting
Ensure accuracy in accounting and financial reporting, vital for operations and regulatory compliance. Our oversight system caters to in-house and outsourced record processing needs.
Foster lasting relationships with effective investor communications. Well-informed and satisfied clients provide the best referrals, making them your premier marketing tool.
Equip your team for success with the necessary tools and technology, enhancing productivity in remote and in-office work scenarios.
Manage cash flows, liquidity, and capital allocation skillfully for optimized performance and to meet fund objectives.
Stay on top of evolving trade execution avenues and technology innovations. Get support with optimized liquidity sourcing, best execution, and alpha generation — a crucial aspect for investors and regulators.
Before you can begin to differentiate yourself from your competition, you must generate returns with the smartest and most strategic portfolio of individual investments possible. Developing policies for constructing and managing risk-adjusted portfolios that generate positive returns is your North Star.
Stay ahead of increasing SEC cases and enforcement actions. Gain support implementing control measures that ensure legal and regulatory adherence, especially concerning non-public information and expert network use — and safeguard your firm from costly violations.
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) ensures their peace of mind and business continuity. Learn about our Family Office Advisory.
To ensure the accurate and timely processing of transactions, it’s crucial to design a risk-mitigating workflow to manage the full life cycle of a trade — order entry, execution, allocation, settlement, and reconciliation. Errors cost firms money and may damage their reputations.
The ability to forecast and budget the financial accounting and tax preparation needs of the ownership entity ensures the entity meets cash, treasury, and management reporting requirements. Understanding the financial condition of the business is critical to principal(s), partner(s), outside financial stakeholders, and investors.
A business cannot function without the proper behind-the-scenes support, resources, and services. Don’t ignore the importance of an efficient and cost-effective infrastructure to meet the ongoing needs of your clients and employees.
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 across all functional areas and identify where gaps exist.
What kind of “success” do you help clients achieve?
We go far beyond business success. Depending on where you want to improve, our team supports businesses and individuals to accomplish their most ambitious goals, including:
- Expanding operations
- Maximizing returns
- Leveraging resources
- Refocusing talents
- Pursuing exciting opportunities
- Raising more capital
- Exploring new ventures
How does Advisory 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 the involvement of subject-matter experts in various functional areas see improved productivity.
Will I receive a business strategy?
Yes… Arootah advisors are eager to provide you with a strategy that works! They’re committed to helping you optimize your business plan, find the best tactics, and support you during implementation. Business consulting services are perfect for those 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 whenever it’s most convenient for you. 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.