A Full-Service Outsourced COO

We believe our mission is to partner with a select group of alternative asset managers to deliver a full-service outsourced COO solution which allows them to grow with confidence and spend their time and energy focusing on delivering superior returns for their investors.

We seek to serve as partners, not consultants, for our clients to build

LONG-TERM SUCCESS.

We measure success based on the quality of service we provide, not the number of clients we have or the amount of assets under management.

Service across asset classes

  • Equities & Options

    Whether a strategy targets a few names or thousands, we strive to partner with clients to provide operational expertise that allows them to focus their efforts on generating returns from the equity space for their investors.

  • Futures & Options

    In the global managed futures space, we bring the knowledge and experience that gives investors confidence our clients are focused on performance.

  • Foreign Exchange

    With foreign exchange strategies, our clients are able to devote their efforts to driving returns from G10 to NDFs knowing they have a trusted partner managing their operations.

How we partner with clients

Full-service Outsourced COO

We provide our clients everything they need operationally to manage institutional assets in the alternative investment space. We believe in a hands-on approach where we partner with our clients to help them reach the level of operational excellence expected by today’s institutional investors without having to source, build, train, or maintain the personnel, infrastructure, or expertise themselves.

What to expect

We partner with our clients to manage their entire operational workflow. We have dedicated coverage for all day-to-day operational needs as well as an experienced team to help guide our clients to meet the challenges of managing institutional assets in the alternative investment space.

Due-Diligence Ready

We help our clients integrate and build the operational and technological infrastructure necessary to meet the standards required by institutional investors. When it comes time to prepare for and perform operational due diligence with investors, we’re there to help our clients meet expectations.

Trust

In order to have a successful long-term relationship with our clients, there needs to be a high level of mutual trust. This is why we partner with clients rather than act as short-term consultants to provide one-off services. We believe that trust is gained through commitment to a long-term partnership that places integrity and quality at the center.

Stability

Our clients can rest assured that their operational needs will be met consistently as they grow. Rather than manage their own operations personnel and infrastructure, we partner with our clients to bring them institutional quality services they can depend on.

Communication & Collaboration

We believe that the guiding principles for any healthy partnership rest in open, reliable communication and collaboration. We don’t provide a one size fits all approach because neither do our clients. We believe in adapting to our clients needs while meeting the institutional standards necessary to successfully manage an alternative investments portfolio.

We serve as partners, not consultants.