Hedge Fund Advisory

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.

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.