Piedmont Fund Services is an award-winning provider of fund administration services to alternative investment funds, including private equity, hedge funds, venture capital, and real estate as well as to endowments, foundations, and other institutional investments. Based in Washington, D.C. with operations in Latin America and Asia Pacific, the firm provides clients with accurate, dependable information…
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Aquilance
Based in Connecticut, Aquilance provides high net worth families with financial administration services and timely, accurate reports that inform financial decisions and reduce the time spent managing complex personal finances. Personal bookkeeping, bill paying, entity and partnership accounting, and investment performance reporting are among the suite of services available to families and their advisors. The…
FINCAP Advisers
The Challenge Often hailed as the most important emerging fund center in Europe, the Cyprus fund administration industry is growing. In 2021, the country’s number of fund administrators more than doubled over early 2018. In the same time frame, total assets under Cyprus fund administrator management rose from $4.4 billion to $8.7 billion. Joining the…
Beacon Fund Services
Founded in 1995, Beacon Fund Services (Bermuda) Ltd. provides comprehensive administration, portfolio accounting, fund accounting, financial reporting and related services to a wide range of offshore and domestic investment entities. The Challenge By 2008, Beacon was managing numerous funds and growing steadily. The company realized that disparate accounting systems and spreadsheets could not effectively support…
TFO Phoenix Company
Founded in 2011, TFO Phoenix is an Arizona-based family office with over $2.4 billion in assets under management.* The firm provides a full range of investment, financial, tax, estate planning, education and other services to its clients. The Challenge As with many firms, TFO Phoenix was using spreadsheets to manage partnership accounting. While this essentially…
Theorem Fund Services
Theorem Fund Services is a multi-service fund administrator based in Chicago that provides cost-effective middle- and back-office solutions to hedge funds, investment managers, family offices and other investment professionals. The Challenge Theorem wanted to expand its fund administration platform to include multiple services for which fund administrators provide the data yet do not benefit from…
MBG Capital
Established in 2011, MBG Capital is a boutique investment advisory firm that provides consultancy and financial advisory services to select asset allocators, high net worth individuals, institutional investors and offshore alternative investment funds. The firm serves as investment adviser to a Philippines-focused equity fund domiciled in the Cayman Islands. The Challenge A strong proponent of…