About Us

What We Do

Fund Formations

We manage fund formations to ensure regulatory, compliance, tax and operational requirements are fully satisfied. We control the start-up process from beginning-to-end.

Fund Governance

We establish, implement, and facilitate the governance framework of a trust and works closely with the board of trustees and legal counsel to ensure that a fund is operating according to regulations and is in the best interests of its shareholders.

Fund Administration

We provide expert regulatory and financial administration support during the fund creation and for ongoing operations. Our professionals serve as your back office “quarterback” to ensure fund compliance with federal securities laws and minimize costly reliance on outside counsel.