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…
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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…