We focus on emerging and mid-size hedge funds, RIAs, and family offices that need institutional capabilities without getting lost at a bulge-bracket. Typical profiles include spin-outs from larger platforms, growing RIAs adding more complex strategies, and family offices looking to professionalize trading, reporting, and controls.
Prime brokerage services for funds that may be overlooked or under served by larger prime brokers or unenthused about low cost, low service, online brokers.
Prime brokerage services for people focused on managing their wealth like an institutional money manager.
Prime brokerage services for family wealth across the full range of account types and asset classes.
Prime brokerage services for people or funds building a track record prior to establishing an investor fund and incurring all the costs and burdens.
Prime brokerage services for Registered Investment Advisors that manage a commingled fund for greater investment diversity, efficiency and incentive structures.
Prime brokerage services for managers returning investor money and continuing to manage their family’s wealth.