We partner with investment managers to build the business from the ground up, bringing expertise in finance, operations, and compliance.
Perform in-depth review of services, strategy fit, timing and cost
Assess services offered, systems, staffing, reporting framework
Select audit and tax provider best fit for strategy
Determine most favorable situation to establish relationships
Develop standard compliance policies (valuation, best execution, etc.) coordinating with legal counsel
Coordinate with legal counsel and assist in drafting agreements
Establish accounting framework for management company
Coordinate drafting with Legal and Compliance; prepare for operational due diligence meetings
Perform in-depth review of menu of services: i.e. IT architecture, disaster recovery, hosting, etc.
Benefit and compensation planning; payroll outsourcing solutions
Interview providers of D&O and E&O; determine level of insurance required
Determine office location: platform/hotel vs. lease /sub-lease
330 Sunrise Highway, Suite 230
Rockville Centre, NY 11570
