Hedge Fund Association Member Websites

  • 4Peaks Capital
    Our goal is to raise the profile and attract assets under management for talented investment firms.  
  • A.C. McCowan CPA, PLLC
    We specialize in income tax compliance and tax consulting for small & midsize businesses as well as personal income tax returns. We have expertise in the areas of tax preparation; accounting, IRS representation, tax planning and ASC 740, accounting for income taxes.
  • Acquavella, Chiarelli, Shuster, Berkower & Co., LLP
    ACSB provides start-up consulting services, auditing services, tax and financial statement preparation services to nearly 375 private investment companies, offshore funds, commodity pools, funds of funds, and private equity funds throughout  the US and the Cayman Islands, from our offices in NYC, NJ, San Francisco and Cayman Islands.  
  • Adaws Capital, LLC
    An emerging manager targeting HNWI's , FOF's , Family Offices and RIA's . We are an options trader, shorting premium by trading low-risk, non-directional positions using the S&P 500 Index.In addition to steady returns, our Investors come to us looking for a conveniently structured Fund ( redemptions , gate, lockup periods etc.).
  • Advanced Fund Administration
    Advanced Fund Administration, with offices in the United States and Cayman Islands, is a privately owned SSAE 16 compliant hedge and private equity fund administrator.  AFA offers comprehensive and cost effective fund administration, advisory & consulting, and legal services to onshore and offshore funds of all sizes, structures, and investment strategies, and partners with its clients throughout the fund lifecycle and beyond.  AFA's highly qualified staff and state-of-the-art technology provides a level of reporting and transparency that is unrivaled. AFA's utilization of Straight-Through-Processing eliminates excel workarounds and double entry which translates to exceptional Quality of Service at very competitive rates. 
  • Agecroft Partners, LLC
    Agecroft Partners is a global award winning consulting and third party marketing firm which specializes solely on hedge funds. Our Mission is to raise assets on a global basis for successful hedge fund managers through intelligent deployment of our industry knowledge and utilizing a consultative approach within the institutional investor community.
  • Alambic Investment Management
    Our systematic application of fundamental research principals is designed to generate sustained and attractive returns over time with moderate volatility. We apply thoroughly back tested proprietary factors across a broad base of individual stocks and construct a market-neutral portfolio taking into consideration trading costs and other risk constraints. With very low correlation to other major asset classes, the Colombard Fund improves the risk/return profiles of traditional portfolios dominated by equity and debt holdings.
  • Alphatative LLC
    ALPHATATIVE LLC is an emerging alternative investment manager and recent 1st place winner of BattleFin's "Sharpe Ratio Shootout" Tournament 4.0, a cutting-edge, international finance tournament for quantitative strategies (highest Elite Division).
  • Alternative Latin Investor
    Founded in July of 2009, Alternative Latin Investor (ALI) is the first online news source to offer highly coveted information and analysis regarding alternative investments in Latin America. Topics include Commodities, Forex , Private Equity, Wine, Art, Regulation, Philanthropy, Hedge Funds, Agribusiness, Renewable Energy, Emerging Markets and Real Estate.
  • Ambrose
    Ambrose delivers premium human resources services to financial services firms. With the help of Ambrose’s HR administration, payroll, and employee benefits solution, companies are able to free resources to focus on their core activities.  Ambrose currently serves over 700 financial services firms, including over 350 hedge funds and private equity firms. Crain's New York recently ranked Ambrose among the 50 fastest growing companies, and the New York State Society for Human Resource Management ( NYS-SHRM ) named Ambrose one of the "Best Companies to Work For in New York.”
  • Anchin, Block & Anchin LLP
    With a diverse staff of 350+ and a large financial services practice, Anchin is an accounting and advisory firm truly dedicated to the industry. Services include financial statement preparation; tax planning and compliance; tax credits and incentives; succession planning; and various consulting services. Our mission is to be our clients’ Expert Partner.
  • Apex Fund Services
    Apex Fund Services is one of the world’s largest independent fund administration companies with over $26 billion of assets under administration, 34 offices and over 320 employees across the globe. Apex is unique in its ability to Reach Globally, Service Locally and provide cross-jurisdictional solutions and best practices, providing the highest levels of personalized services. Apex provides a full suite of products and services ranging from fund set up, portfolio valuations, fund accounting, shareholder services, directorships and listing sponsorship. With its Order Management and Portfolio Management systems together with its Middle Office services Apex is a Total Fund Solutions provider. Apex offers a number of platforms including, US Emerging Manager platform, Bermuda Emerging Manager platform (for small or start up funds), Luxembourg SIF platform, Luxembourg UCITS platform and the Malta PIF platform.
  • Arcadian Investments, LLC
    Arcadian Investments specializes in the acquisition, servicing, management and disposition of distressed residential and commercial whole loans, REO's and real estate securities across the United States.
  • Archway Finance and Operations
    Archway Finance and Operations ( AFO ) is a services company that provides a full suite of administration options for the accounting and investment operations of Hedge Funds, Fund of Funds, Private Equity Funds, Investment Advisors and Private Banks. AFO has more than $16 billion in assets under administration ( AUA ) and was recently ranked #24 in AUA by FundServices.net . AFO services are compliant with the Statement on Standards for Attestation Engagements ( SSAE ) 16.
  • Arden Asset Management LLC
    Arden Asset Management (“Arden”) was founded in 1993 and specializes in providing alternative investment solutions, including creating and managing portfolios of hedge funds using a disciplined, research-driven investment process. In addition, Arden also offers risk aggregation and advisory services and has been establishing and managing customized portfolios for investors, with specific guidelines determined by the client’s individual needs, since 2000.
  • Arendt Luxembourg Law Firm
    Arendt is the leading independent business law firm in Luxembourg. The firm is constituted of 290 legal professionals throughout Dubai, Hong Kong, London, Moscow & New York. Our firm advises international and domestic clients in all areas of business law (Fund, Banking, Insurance, PE, RE, Corporate & Tax).
  • arthance
    A buyside advisory firm for asset allocators and alternative asset managers with a specialization in risk management. We have extensive experience in investment risk management across most asset classes and majority of investment structures. our experience ranges from fund launch to restructuring, long-only investments to highly levered and illiquid structures, risk managing an alternative platform as well as investing with 3rd party platforms.
  • Asset.tv
    Asset.tv is the web TV channel for the investment management community- we work with firms to produce video content, and host media for some of the world’s largest institutions. Asset.tv is a platform for investment professionals only, with a subscriber base exceeding 300,000, as well as media syndication partnerships with Reuters Insider and The Bloomberg Terminal Network.
  • Baker Tilly
    Baker Tilly is a full-service accounting and advisory firm whose professionals supply expertise and global reach in audit, tax, and advisory services. As an independent member of Baker Tilly International, the world's eighth largest network of accounting firms with combined fee income of US $3.3 billion and more than 26,000 people worldwide (as of January 2013), we bring access to market-specific knowledge in 131 countries.
  • Battea
    Class Action Services is the industry leader in securities class action claims recovery for institutional investors, including hedge funds, asset management firms, sovereign and pension funds, endowments and family offices. A full-service, outsourced solution, Battea experts manage the entire securities class action award recovery process — from calculating recognized loss for every claim through the confirmation, receipt and delivery of settlement payouts.
  • Beecher Carlson
    Beecher Carlson is a large account risk management broker that delivers expertise by industry focus and product specialization. We strive to develop new and better technologies to drive operational excellence. By leveraging our deep risk management expertise, we are able to help manage business risks, protect and enhance capital and fulfill our client’s corporate mission.
  • BNY Mellon
    BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK ). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon .
  • Brandywine Asset Management, Inc.
    Brandywine Asset Management, established in 1982, manages globally-diversified portfolios using a Return Driver based investment methodology. Brandywine’s Predictive Diversification model incorporates dozens of fundamentally-based trading strategies, each based on a sound, logical return driver, into a fully systematic and diversified portfolio.
  • Brookfield Investment Management Inc.
    Brookfield Asset Management Inc. is a global alternative asset manager with approximately $184 billion in assets under management as of September 30, 2013. Brookfield’s public market activities are conducted by Brookfield Investment Management, a registered investment advisor, with over $10 billion of assets under management as of September 30, 2013.
  • BTS Asset Management
    Since 1979, BTS engages in investment management of client and proprietary assets. BTS manages assets across fixed income and equity instruments. The investment strategies of BTS are quantitative, tactical and discretionary in approach with an emphasis on the fixed income market with capital preservation as its cornerstone.
  • Buy Side Design
    We create websites, video and brand identities for financial firms. We have over 20 years of derivatives trading experience. Our roots are grounded in the trading capital of the world, Chicago, and our offices are located at 1871, the technology town square in the Merchandise Mart.
  • C&A Consulting LLC
    C&A provides clients with on-demand and direct access to experienced subject matter experts and line management. Our core competencies cover Compliance and Operational Risk, Finance, Operations, and Technology, working as an integrated unit to deliver practical strategies and efficient executions. We can lead complex strategic transformations with equal capacity to efficiently lead tactical baseline assignments.
  • CACEIS (USA) Inc.
    CACEIS is one of the world’s leading asset servicing providers and is the premier player in the sizeable European fund servicing market. Through offices across Europe, North America and Asia, CACEIS delivers a comprehensive set of high quality services covering: Depositary/Trustee-Custody, Fund Administration, Transfer Agency and Issuer Services.  
  • Caissa, LLC
    Caissa , LLC is a software company radically advancing institutional allocators’ approach to portfolio and risk management by offering a software featuring unparalleled transparency aggregation across all asset classes, investment structures, and transparency types. Top institutional allocators use Portfolio Navigator to assess their total portfolio’s strategic positioning and risk profile.
  • Citrin Cooperman
    We are a nationally recognized full-service accounting, tax, and consulting firm with offices conveniently located throughout the Northeast. Since 1979, we have steadily built our business by helping companies and high net worth individuals find smart solutions. Whether your operations and assets are located around the corner or across the globe, we can provide new perspectives on strategies that will help you achieve your short- and long-term goals.
  • Clear Alternatives LLC
    We are a women owned and operated firm focusing on long/short US public equities deploying a behavioral finance strategy. We enable accredited investors to gain exposure to the price movement of the market without the challenges of buying, selling, and managing their own portfolio.
  • Connext Consulting Inc.
    Connext Consulting Inc. is an accomplished consultancy with over 15 years of experience. We employ an integrated and customized approach to successfully elevate our clients’ businesses to the next level through strategic introductions, business development, marketing and public/investor relations. Our key clients and target markets include hedge funds, financial institutions, professional services firms, women/minority-owned businesses and not-for-profit organizations.
  • Drinker Biddle
    Drinker Biddle is a full-service law firm with a nationally recognized investment management practice. We have significant experience assisting fund managers with the full array of legal services related to operating registered and unregistered funds (both domestic and offshore), including securities, commodities, tax and benefit plan law.
  • Eaton Partners
    Eaton Partners is a leading alternative asset placement agent, having raised over $57 billion of institutional capital across 80 funds. Since 1983, we have been dedicated to the singular goal of raising capital for investment managers throughout hedge fund, private equity, real estate and real assets strategies. Eaton Partners’ global platform consists of over 50 employees located in six offices.
  • Essex Investment Management Company, LLC
    Essex Investment Management Company, LLC is an SEC registered investment adviser that manages growth equity portfolios for institutional clients (including corporations, endowments, foundations, municipalities and public funds), high net worth clients, mutual funds (on a sub-advisory basis) and private partnerships. We are based in Boston, Massachusetts and also have an office in Evanston, Illinois.
  • Falcon Americas, Inc.
    Falcon Americas, Inc is a small private asset manager founded by Phd Redoaune Chafei , a well- known Moroccan Financial Professional with strong ties to The Moroccan Royal Family. Its primary focus is to search, discover and capture Real Estate, Agriculture, Health, Education, Financial and Energy Projects that are able to deliver alpha to its current private portfolios. Falcon Americas, Inc manages Equity, Fixed Income and Alternatives Investment portfolios in addition to other value added products for clients all backed by state of the art and financial educational services.
  • Finn Dixon & Herling LLP
    Finn Dixon & Herling LLP is a specialty law firm located in Stamford, Connecticut. We advise as to all aspects of investment fund formation and investment adviser regulation. Our attorneys are well-versed in innovative fund structures and complex regulatory matters. The firm represents hedge funds, funds of funds, private equity funds, investment advisers, institutional investors and placement agents located in the U.S., Canada, Europe and Asia.
  • Foglamp Research
    Foglamp is a boutique research firm providing customized in-country research that helps clients better understand foreign markets. Foglamp leverages more than 1500 researchers and journalists in more than 120 countries to provide a virtual network of on-demand analysts around the global.
  • Foley Hoag LLP
    Foley Hoag’s hedge fund team helps our clients address the ever more complex regulatory, structural and compliance environment in which hedge funds operate. Whether we are establishing a manager’s first fund or counseling a group that manages billions of dollars our team works with you to formulate the best and most efficient legal solution for your needs.  Because we believe that the advice and approach that is appropriate for investment advisers managing private fund vehicles  is very different from that required by mutual fund families and their management companies, we focus our practice exclusively on such investment advisers and private investment funds, tailoring our advice to their unique needs.
  • FTM Limited
    FTM is a dynamic investment product that places emphasis on capital preservation while achieving consistent returns and maintaining low volatility by the use of Medical Accounts Receivables which make up 85% - 90% of the portfolio and are secured at a rate of $3 for every $1 invested.
  • GalNet Asset Management, LLC
    GalNet focuses on generating alpha by trading volatility on the major equity indices. We trade trending volatility deploying various strategies to capture “edge” as market conditions develop. GalNet implements a proven and repeatable investment strategy which has generated positive returns irrespective of global equity market conditions.
  • Global Forestry Capital Sarl
    Global Forestry Capital S.a.r.l. ( GFC ) is a Luxembourg-based investment and advisory firm focused on sustainable forestry assets.GFC specializes in alternative asset strategy consulting and fund development and is also a provider of alternative risk finance and product consulting for ethical, social and sustainable investments. GFC has a combined management experience of alternative assets over 40 years and is committed to provide an investment option that offers above average returns with sustainable and ethical practices.GFC operates the Global Forestry Growth Fund LFP PRIME SICAV SIF S.A., which aims at providing institutional and private investors with stable and consistent returns based on prime acquisitions of land, participations in promising forestry assets, developments and private equity projects linked to the timber industry.
  • GMT Capital
    GMT Capital Corp. is a global long/short equity hedge fund manager that manages a single strategy offered through funds named Bay Resources. The firm, founded by Tom Claugus with $ 3m in 1993, has over $5 billion in AUM today with 34 employees, headquarters in Atlanta and additional offices in New York, London, Hong Kong, Denver and Buenos Aires. GMT has a differentiated 20+ year track record of delivering high absolute returns principally through strong stock selection on both the long and short sides of the portfolio. Our long-term operator mentality applies to our 3-5 year investment horizon in addition to how we operate the fund, as over 35% of AUM is employee owned.
  • Godwin Fund Partners, L.P.
    The Godwin Fund Partners, L.P. (General Partner: RGA Forde , L.L.C.) is a global-macro, multi-strategy hedge fund that wealthy individuals use as their personal endowment fund. The Fund's primary objective is to produce superior capital appreciation given a long term investment horizon and the restraint of seeking to only produce annual capital reports that hold a positive return.
  • Golden Finance Asset Management Ltd
    Golden Finance Asset Management Ltd is a UK registered company with office in New Zealand. We manage assets by trading on Arbitrage opportunities in leveraged financial products specially precious metals and currencies by using Hetro Parrs Hedge Trading System. We manage risks by having open long and short positions at same time.
  • Grant Thornton LLP
    Founded in Chicago in 1924, Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. Grant Thornton has revenues in excess of $1.3 billion and operates 55 offices across the United States with more than 500 partners and 6,000 employees.
  • Greenberg Traurog LLP
    Greenberg Traurig , LLP is an international, multi-practice law firm with approximately 1750 attorneys serving clients from 36 offices in the United States, Latin America, Europe, the Middle East and Asia. Greenberg Traurig is among the Top 10 law firms on The National Law Journal's 2013 NLJ 350, an annual ranking of the largest firms in the U.S. For additional information, please visit www.gtlaw.com.
  • Hart Energy
    For 40 years, Hart Energy editors and experts have delivered market-leading insights to investors and energy industry professionals. The Houston-based company produces magazines (including Oil and Gas Investor, E&P and Midstream Business); online news and data services; industry conferences GIS data sets and mapping solutions; and research and consulting services.
  • Hedge Connection
    Hedge Connection offers a free web-based platform for sophisticated investors to research new hedge fund strategies and for hedge funds to build relationships directly with opt-in, qualified investors. It is a comprehensive marketing platform that gives hedge funds the tools they need to help build their business.
  • Hedge Fund PR
    Hedge Fund PR is an independent public relations consultancy with a proven track record of exceptional results that safely raise visibility, support asset raising efforts and build lasting brand equity. Our services include media relations, media training, special events, product placement, marketing counsel and crisis communications.
  • Hedge Fund Research, Inc.
    HFR (Hedge Fund Research, Inc.) is the global leader in the alternative investment industry, specializing in the indexation and analysis of hedge funds. Established in 1992, HFR produces the HFRX and HFRI Indices, the industry’s most widely used benchmarks of global hedge fund performance.
  • HedgeFundConferences.com
    HedgeFundConferences.com brings you the meetings of the minds worldwide in this growing area of alternative, sophisticated investing. From complete calendar listings to conference tracking, from easy registration to special discounts - all in a comprehensive, searchable database - HedgeFundConferences.com is your virtual conference organizer.
  • Hidding Investment Management, LLC
    Invests in equity and fixed-income ETFs or similar funds with a strategy that is long-only, global macro, active-indexing, trend-following, mean-reversion, rule-based, low-volatility and tax-efficient. Does not invest in securities of individual firms, nor in commodities or futures.
  • Hillair Capital Management LLC
    Hillair Capital Management LLC is the investment advisor to Hillair Capital Investments L.P., a family of on-shore and off-shore alternative asset hedge funds primarily investing in the growth and expansion initiatives of small-cap and micro-cap public companies.  
  • HS Marketing, LLC
    Founded by Holly Singer in 1994, HS Marketing, LLC is a service provider dedicated to enhancing the marketing communications and visibility raising objectives of alternative investment firms: managers, allocators and service providers.  Our deliverables featuremedia relations and advertising campaigns, marketing tools, corporate identity / branding systems, and a variety of dynamic opportunities to be heard, seen and understood.
  • IMQubator
    Hedge fund seeder and accelerator with focus on strategies non correlated to equities. Since 2009, IMQubator (“ IMQ ”) has led the way in developing a new generation of alternative investment managers. IMQ is a business predicated on taking an end-investor perspective – the first hedge fund investment platform with this approach on all aspects of the investment process.
  • IntraLinks
    IntraLinks Fundspace™ for hedge fund managers provides best-in-class tools to distribute information to investors securely, efficiently and confidently. From capital raising to investor reporting, Fundspace provides a single, end-to-end solution to effectively engage with and meet the increasing demands of institutional investors..
  • Iron Harbor Capital Management
    Iron Harbor Capital Management is a global investment fund, developing and executing investment themes based on rigorous fundamental analysis of regional economies and broad-based economic trends. We express key investment ideas relative to a prudent benchmark via highly liquid and low-leverage long-term positions in equities, bonds, and stable-value instruments. We then utilize currency, interest rate, and commodity trading strategies as primary hedging vehicles. Our strategy was developed on a foundation of deep market expertise and trading experience. This expertise, along with our pedigree and investment discipline, permits us to identify opportunities and risks that others might miss.
  • ISIS Fund Services
    ISIS is a specialist fund administrator headquartered in Bermuda with offices in the U.S. and Cayman Islands. The Company offers fund administration and middle office services to funds that employ various investments strategies. In 2011, ISIS and the Horseshoe Group formed an administration company called ILS Fund Services that provides independent valuation and administration services to funds investing in insurance linked securities. ISIS’ emphasis on advanced technology, experienced staff, strong control environment ( SOC I Type II), and superior client service have made ISIS a leader in fund administration.
  • JDM Capital Corp.
    JDM  CAPITAL CORP is a private firm focused on Real Estate Acquisition and Finance. Since 2003, we focus on US Based transactions utilizing equity and debt structures to achieve investor value of current cash returns and capital preservation. Our uniqueness is our pipeline of High Yield & Stabilized commercial opportunities.
  • KG Funds Management
    We run a highly concentrated portfolio that focuses on both equity special situations where light activism is necessary and more liquid and traditional long/short event driven equity investments.
  • Kingdom Trust Company
    The Kingdom Trust Company is an independent qualified custodian that works with financial institutions. We strive to provide the most flexible and innovative custody solutions for investment sponsors, family offices, advisory firms, broker-dealers, and investment platforms for crowd funding and secondary markets. We offer fund PIV (private investment vehicle) custody compliant with Dodd-Frank legislation, escrow services, as well as alternative asset custody for self-directed IRAs and other qualified and taxable accounts.  We work closely with fund lawyers, compliance firms, administrators, auditors, prime brokers and other investment-related firms to meet the IRS and Dodd-Frank custody requirements for their clients. In addition, other custodians look to us to provide custody solutions that may not fit into the core competency.
  • Kite Lake Capital Management (UK) LLP
    Kite Lake Capital Management (UK) LLP was set up in July 2010 by Massi Khadjenouri and Jan Lernout . The investment objective of the KL Special Opportunities Fund is to generate 8-15% absolute returns with low volatility and low correlation to general market indices. We aim to achieve this by investing in a range of liquid, hard catalyst event-driven investment strategies. Such strategies are implemented through transactions involving merger arbitrage, major operational reorganisations , credit events, distressed situations and other significant corporate events.
  • Kovitz Investment Group, LLC
    The Kovitz Investment Group's® approach to investing in equities is based on the methodology pioneered by Benjamin Graham, and as further developed and modified by Warren Buffett and Charlie Munger of Berkshire Hathaway. Mr. Graham distilled the secret of sound investment in three words - "Margin of Safety". This simple concept has become the cornerstone of the KIG's ® investment philosophy. While we strive to maximize return, we believe that the primary and overriding investment criterion should be safety of principal with a focus on minimizing permanent loss of capital.
  • KPMG in the Cayman Islands
    KPMG in the Cayman Islands is one of the leading professional services firms, with over 230 employees from over 25 countries and 15 partners delivering audit, tax and advisory services to clients worldwide.
  • LatAm Alternatives
    LatAm Alternatives is a 3rd Party Marketer that provides specialized marketing, asset raising and consulting services to alternative asset managers who are looking to expand their presence into the Latin American Region. Through our unique educational seminars in Spanish we are helping investors, investment professionals, regulators and students to upgrade their skills into the important alternative investment industry. We speak the language. We know the People. We live the culture. We are LatAm .
  • LCM Global Partners
    Created in 1995, LCM is a boutique hedge fund-of-funds driven by the principles of good stewardship. LCM offers a diversified, multi-strategy offering of 25+ managers AND a concentrated portfolio reflecting the firm's highest current convictions in the hedge fund space.
  • Lee Capital Management
    RJL Partners Large Cap Value Fund is an equity fund concentrated in the large cap sector. The issues in the portfolio will range from $1 billion to $300 billion market cap. The number of individual companies will be 120-200 in the portfolio. The investment objective is to create a portfolio of quality U. S. based companies which in aggregate produce greater returns than the overall market. We will not limit ourselves to any particular universe or sector.
  • Lizard Investors, LLC
    Lizard Investors was founded in 2008 and Lizard International Fund was launched January 2009. We are a team of 7 professionals, based in Chicago, IL. The Fund invests in predominantly non-U.S. equities. The fund has a “go anywhere” mandate that is agnostic to geography, sector and benchmark. Lizard maintains a portfolio of approximately 30 long positions and up to 15 shorts. The portfolio is weighted towards small cap companies not typically found in institutional funds. We use fundamental analysis to invest in mispriced and overlooked companies, primarily in less-efficient markets, and manage risk effectively using short positions, cash, currency hedging and through process driven investment.
  • Los Angeles Investment Company
    The investment company which bridges the allocation gap. We deliver the highest standard economies of scale to smaller and emerging managers through providing all operational and marketing aspects of their businesses. Managers are partner/employees directly rewarded in proportion to AUM and performance.
  • Loud Partners Inc
    Loud Partners Inc. is a full Managed Service Provider that offers Cloud and Traditional IT services in Tri-State area for small and medium size firms. We provide courteous, professional services at competitive rates. Our IT experts have tremendous experience in Financial firms, Healthcare industry, Law offices and Non-Profit Organizations.
  • LXE Marketing and Media
    LXE is a full service marketing solutions provider. We have a long and proven history of delivering expert consulting services to companies looking to build their brand message and reach targeted audiences. Our strategic thought, coupled with an expert understanding of marketing within the financial services industry and a demonstrated ability to identify and message specific consumers, guarantees that clients achieve their goals efficiently while receiving the highest possible return on investment. We provide marketing services to investment organizations across the entire financial landscape, including hedge funds, banks, and investment advisors.
  • MaciasPR
    MACIASPR has experience securing influential media placements for small and large clients in various industries, including financial groups, trade organizations, online retailers, start-ups, politicians, nonprofits, lawyers and a university medical center. OUR SERVICES INCLUDE: Public Relations, White Papers, Website Design, Crisis Communications, Media Training, Messaging, Social Media Strategy, Original Content for Blogs/Newsletters, Press Releases and Distribution, Introductions to Journalists, Event Publicity, and Video Production.
  • Magnum Funds
    Specialists in identifying leading hedge funds and combining them into funds of funds that seek more stable long-term returns than the individual funds, looking for targeted returns within given parameters of volatility. Magnum also customizes funds of funds for private banks and other institutional investors looking for funds to market to their client base as their own funds or to use in their own investment portfolios.
  • Maples and Calder
    Maples and Calder is a leading international law firm advising financial, institutional and business clients around the world on the laws of the Cayman Islands, Ireland and the British Virgin Islands. Maples and Calder has offices in the Cayman Islands, the British Virgin Islands, Dubai, Dublin, Hong Kong, London and Singapore.   With a reputation as an innovative, entrepreneurial firm, Maples and Calder is known worldwide as a market leader with highly qualified lawyers who are specialists in their respective practice areas.
  • Marcum LLP
    Marcum , one of the nation's largest independent public accounting and advisory services firm, has a well established alternative investment practice specializing in domestic and offshore hedge funds, private equity funds, and fund of funds. The practice encompasses investment strategies focused on equities, credit, fixed income, derivatives, commodities, ABLs and PIPEs .
  • Markov Processes International LLC
    Markov Processes International ( MPI ) is a provider of investment analytics, including and a suite of solutions and services that increase transparency and improve risk management capabilities within the hedge fund investment community.
  • McGladrey LLP
    McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with more than 6,500 people in 75 offices nationwide. With more than 50 years of experience serving the financial services community in key financial hubs, McGladrey professionals help organizations navigate complex reporting, governance and regulatory issues to achieve their business objectives. Based the knowledge that comes from serving alternative investment companies, investment advisors, investment partnerships/hedge funds, private equity funds, mutual funds, broker-dealers and futures commission merchants, we understand the complex operational, financial reporting and compliance issues facing the industry. We provide industry insight, advice and solutions to financial services organizations across the country and around the world. McGladrey is a licensed CPA firm and serves clients around the world through RSM International, a global network of independent assurance, tax and consulting firms.
  • MGI
    MGI provides investment management services to the Pindar Global Macro Fund. MGI is in the process of launching a European Long/Short Equity Fund later in 2014.
  • Miami DDA
      Downtown Miami is the new destination for alternative investment companies. The Miami Downtown Development Authority is her to assist individuals and businesses expanding or relocating in Downtown Miami and to provide information and connect you with relevant resources.
  • Michael J. Liccar & Co.
    Michael J. Liccar & Co. is both an alternative fund administrator and a full-service public accounting firm which specializes exclusively in the securities and futures industry. Located in the heart of Chicago Financial District, the firm is primarily comprised of CPAs and MBAs . We currently serve a wide variety of Hedge Funds, Commodity Pools, Private Investment Funds, Commodity Trading Advisors, Registered Investment Advisors, Broker-Dealers , Introducing Brokers and Futures Commission Merchants.
  • Morgan Creek Capital Management, LLC
    Morgan Creek Capital Management is a SEC-registered investment adviser providing investment management services based on the University Endowment Model. An active, global manager, the firm allocates capital across all asset classes, from traditional equities and fixed income to alternatives, such as hedge funds, private equity, real estate and venture capital.
  • MSR Investments, LLC
    MSR Investments, LLC takes a unique approach to short term directional trading. MSR’s Quantitative Directional Program evaluates multiple return distributions over a variety of time frames. Based on given forecasts of probability-based forward return distributions, the Program determines whether a certain market is most likely to be in reversal or momentum mode and then trades it accordingly. The time horizon for this assessment can range from one week to one month, although actual trading positions may be shorter in duration. Additionally, the Program incorporates an intraday “break-out” trading model that attempts to mitigate losses when there are large intraday price changes. The Program trades a wide variety of futures markets including global equity indices, currencies, fixed income and commodities. The Program is in reversal mode approximately 70% of the time and momentum mode 30%. Average trade length and margin to e quity are approximately 3 days and 7%, respectively.
  • National Asset Direct. Inc.
    National Asset Direct, Inc. was launched in October of 2006 to support the acquisition and management efforts of various investment funds in the residential debt and real estate related asset classes. Our clients benefit from NAD's extensive experience in acquiring and managing a broad array of performing and non-performing debt instruments and real estate.
  • Navitas Resources Capital
    Navitas Resources Capital was established in the summer of 2013 as a division of Navitas Resources Ltd a commodity markets knowledge based services group setup in 2009. Over the past 5 years, Navitas Resources through its consultancy and advisory services has assisted many physical trading companies optimise their supply chain in various commodity markets by applying algorithimic and systematic technical analysis trading systems to timing cargo lifting, pricing windows, inventory management decision making.
  • North Street Global Fund Services
    North Street Global Fund Services is an alternative asset fund administration firm. We offer a wide range of services at competitive prices for funds of any size or structure.  We work with clients in various stages of their business life cycles.  Whether you are a start-up fund or a well-established fund we can add value at any point providing fund administration services or our all-inclusive “Fund Launch” package, and technology and reporting solutions. At North Street Global Fund Service, our experience is what sets us apart. With industry veteran understanding of the North American, European, Asian and the Emerging Markets, we provide a unique level of service and knowledge.
  • NorthPoint
    NorthPoint Financial is a technology innovation company that provides mission-critical financial software and services that today’s leading investment managers use to run their business. With over 150 clients served and more than a decade of deep domain experience in asset classes, investment strategies, operational workflows, and financial product technology, NorthPoint Financial solves problems other vendors can’t. NorthPoint Financial’s rich portfolio of software products include a Trade Order Management System, Portfolio Management, Data Warehouse, Security Master, and Regulatory and Investor Reporting, all powered by NorthPoint’s exclusive Real-time Calculation and Data Exchange Engine. Additionally, NorthPoint Financial offers a suite of Professional Services.
  • NWQ Capital Management
    NWQ Capital Management ( NWQ ) is a Perth-based boutique alternative investment advisory firm founded in late 2007. In January 2010 NWQ launched its first investment Fund and also began separate account mandates   NWQ primarily serves high net worth individuals and family offices, non- profit organizations , superannuation funds and other institutional clients   NWQ has a seasoned investment team, with both principals having extensive (20+ years) experience in the industry, across the fields of asset management, institutional trading, risk management and equity research   NWQ has a strong commitment to research and education of alternative asset classes and managers 
  • Old Greenwich Capital Partners
    Old Greenwich Capital Partners ( “OGCP” ) is a customized multi-manager platform founded originally in 2005 to offer a select and strategically diversified roster of proven experienced managers. We are currently in the process of launching a platform for emerging managers based on the First Loss structure ( “FIRLO” ).
  • Old Hill Partners
    Old Hill is an asset-backed and special situation lender that provides flexible lending solutions to fulfill the capital demands of underserved clients typically not accommodated by traditional banks. Old Hill specializes in collateralized lending markets, including direct loans, lender finance loans, asset-based loans, commercial real estate loans and special situation real estate investments across the capital structure.
  • Orchard Square Partners
    Orchard Square Partners ( “OSP” ) manages a non-cyclical liquid credit strategy whose investment objective is to achieve superior risk-adjusted returns. The strategy emphasizes low volatility and the preservation of investor capital. The experienced investment team pursues these objectives through a combination of fundamental bottom-up analysis and a disciplined risk management framework. OSP generally invests in large-cap liquid corporate structures and has the flexibility to invest across the capital structure. To achieve the funds objectives OSP invests in capital structure arbitrage, relative value trades and directional long and short trades. Furthermore, because the strategy is not restricted by ratings, OSP frequently engages in ratings arbitrage. OSP actively manages tail risk through credit and interest rate market hedges. OSP also manages the liquidity of the portfolio to maintain the flexibility to be nimble and to take a dvantage of market opportunities globally.
  • Partner Capital Group
    Partner Capital Group is a boutique, alternative investments, institutional third party marketing firm with execution experience in virtually every asset class. Our expandable partnership model and strong investor relationships enable us to carry out both narrowly focused engagements as well as broader assignments.
  • Perihelion Capital
    Perihelion is a long/short Options Fund specializing in relative-value volatility arbitrage with listed US equities. The Fund is approx 3 years old, with avg returns surpassing S&P and market low correlation.
  • Perkins Fund Marketing
    Perkins Fund Marketing, founded by Chip Perkins in 1997, is a premier capital raising firm for select hedge funds and private equity funds. PFM also provides high touch marketing services that help position managers for long term growth.
  • Point to Point Solution
    Point to Point Solution, Inc is devoted to providing Hedge Funds with dependable Managed IT Services at a predictable cost for IT Solutions and Consulting Services and Private Cloud Services for hedge funds and investment firms.
  • Prescient Ridge Management, LLC.
    Prescient Ridge Management, LLC. operates a short-term systematic managed futures program. PRM offers participation via two stand-alone CPO vehicles (one levered and one un-levered) as well as managed account accessibility. The program has a seven-year audited track-record with positive annual returns each year since inception.
  • Prodigy Capital Management, LLC
    Prodigy Capital Management is an asset management firm of Prodigy Asset Partners Fund and Prodigy Capital Partners Fund. 2 Prodigy Partners Funds are fund of hedge funds which invest into experienced and top-tier global long/short equity managers. 3 Advantages of Our 2 Prodigy Partners Funds: 1) Access to well performing and closed top-tier hedge funds 2) Single minimum investment accesses portfolio of funds 3) Globally well diversified & uncorrelated to reduce risk & superior returns
  • Prophecy Funds
    Prophecy Funds offers investors access to multi-manager trading platforms. In a variety of vehicle offerings, Prophecy provides a centralized, captive, risk-controlled structure of emerging and established money managers. Prophecy allocates to qualified fund managers who primarily engage in trading strategies.
  • PXP Vietnam Asset Management
    PXP Vietnam Asset Management is Vietnam’s first listed equity specialist investment manager, established in 2002. Based in Ho Chi Minh City, PXP adopts a fundamental, research-driven bottom-up approach to managing closed end PXP Vietnam Fund ( VNF LN) and open-ended Vietnam Emerging Equity Fund, both with a multi-year track record of benchmark outperformance .
  • QMG Investors, L.P.
    Quantitative Management Group develops proprietary quantitative "market neutral" investment programs. Our flagship offerings trade the S&P 1500 U.S. equities using our Relative Mean Reversion ( RMR ) or Integrated Momentum-Reversion ( IMR ) investment methodologies, which afford robust performance with rapid liquidity, very high Sharpe Ratios, and extremely low volatility and drawdowns .
  • Race Rock Capital LLC
    Race Rock Capital is a broker-dealer that provides introductions between qualified investors and select institutional money managers. We currently have a number of managers under contract but are responsive to investor needs when introducing. The managers’ underlying characteristic is they all possess a carefully articulated and demonstrable edge.
  • Ramparts Asset Managmeent Co., LLC
    We are a strategic advisory firm and an asset management firm: As an independent strategic advisory firm, we provide our clients with clear, concise, unbiased risk assessment tailored to their specific requirements. As an investment advisor, we sell no investment products and we receive no commissions. We have screened a select group of outside managers whom we recommend to our clients on an objective, no fee basis. We offer several proprietary funds and trading strategies focused on specific asset classes. We demand accountability, both, from ourselves and the outside managers we recommend to our clients.
  • RCM Alternatives
    RCM Alternatives specializes in managed futures products and investments for high net worth individuals, registered investment advisors, broker-dealers, family offices, pension funds and endowments. Whether you are looking to diversify your portfolio with a direct investment, or develop your own product, RCM Alternatives can create your customized solution.
  • Reuven Capital Investments
    The REUVEN CAPITAL INVESTMENT’S ( RCI ) leadership team knows how important infrastructure, experience and dedication are to Investing Partners. Our (2) co-founders bring over 30 years of direct combined experience and are proud to report that RCI was featured in BARRON's 2012 Top 10 Hedge Funds.
  • Riveles Law Group
    Riveles Law Group advises clients on a range of investment management and securities law matters. The firm has extensive experience representing hedge, private equity, forex and a variety of other private funds in organizing and structuring private investment vehicles in both U.S. and off-shore jurisdictions. We take a holistic and forward looking approach to fund formation by considering a variety of investor, regulatory, tax, trade strategy and liquidity variables to ensure the optimal fund structure is achieved. We guide managers throughout the formation and offering process to ensure the complex interplay between state, SEC, CFTC , NFA and NASD requirements are properly navigated and investors receive the comprehensive and accurate disclosures. The firm also represents investment advisers, commodity pool operators and commodity trading advisers in all aspects of their business operations, from state and federal registration, formation and l icensing , implementation of industry ‘best practices’ policies and procedures, negotiation of third party marketing agreements, to on-going regulatory compliance matters.
  • RMB Capital Management/1837 Partners
    Long/short equity hedge fund- 1837 - part of RMB Capital management - a wealth management and asset management firm.
  • Rothstein Kass
    Rothstein Kass - Financial Services Group provides services for high-profile and respected clients including alternative investments (hedge funds, fund of funds and private equity funds), broker-dealers and registered investment advisors. Both start-ups and established entities benefit from our highly specialized and expert staff that is dedicated to this unique industry. Our task is not only to keep a close eye on economic, tax and regulatory issues, but also to act as a sounding board on issues impacting your business, so you can focus on your core competency of money management.   Rothstein Kass is a professional services firm with nearly 50 years of experience. Always a believer in the value of expertise, we continue to expand our capabilities across a range of interrelated disciplines, while extending our reach across the country, and through strategic alliances, around the world. 
  • Rystad Energy
    Rystad Energy is an independent oil and gas consulting services and business intelligence data firm offering global databases, strategy consulting, and research products.
  • Sadis & Goldberg LLP
    Sadis & Goldberg LLP is a leading New York based law firm focused on delivering sophisticated and creative legal solutions in a highly professional manner. The Firm is nationally recognized for its financial services practice that consists of representing several hundred investment advisers and related investment entities (including hedge funds, private equity funds and venture capital funds). Similarly, the Firm provides regulatory and compliance advice and representation in connection with SEC enforcement proceedings. Notwithstanding the emphasis on the financial services industry, the Firm also provides a full range of tax, litigation, real estate, intellectual property and corporate services to its clients.  
  • Sandalwood Securities, Inc.
    Sandalwood, founded in 1990, has created and managed funds of hedge fund managers in an LP structure for 24 years. The core funds have equaled or outperformed the S&P 500 on an annualized basis since inception with a fraction of the volatility. Additionally, Sandalwood has a 40-Act credit-based mutual fund, which is comprised of four different credit managers to provide a liquid alternative solution in the credit space to our investor base.
  • Schultze Asset Management LLC
    We seek to exploit inefficiencies and mispricings due to issuer distress across a range of corporate securities, in any part of the capital structure, at any point in the reorganization process.
  • SFC Associates, LLC
    Provide high-level consulting and expert witness on litigation and bankruptcy proceeding involving high-visibility institutions including: Fairfield Greenwich; Tremont; Ivy; Bear Stearns hedge funds; JP Morgan Mortgage Backed Securities; Refco Bankruptcy; Rothstein and Petters Fraud cases; etc.. Projects involved investment suitability, valuation, damages, complex derivatives and structured products, credit default swaps, hedge fund due diligence and valuation, mortgage backed securities, currency and commodity trading, risk management, Ponzi schemes and brokerage and bank issues. Testified in FINRA / NASD arbitrations , ICC arbitrations , AAA and JAMS arbitrations , U.S. District Court (Criminal), New York State Supreme Court (Civil), Delaware Court of Chancery, IRS Court, Bankruptcy Court, and SEC Administrative Proceedings. Manage and advise on investment portfolios comprised of hedge funds, equities, fixed income, commodities, structured products and derivatives for fund of hedge funds, banks, institutional investors and high net worth individuals. Functions include hedge fund due diligence; asset allocation and portfolio construction; risk management including value-at-risk methodology.
  • Silver Arrow Management Ltd
    Silver Arrow Management is the investment manager of Future Trends Capital Fund.   The Fund's objective is to prevent the unrelenting erosion of capital, by constantly achieving returns higher than the year over year increase in the major Central Bank's True Monetary Supply (TMS), presently running at around a conservative 12%.
  • Silver Leaf Partners LLC
    Silver Leaf Partners is an institutional broker-dealer with experienced investment professionals in the areas of trading & execution, custody & clearing, portfolio accounting & reporting, middle & back office operations, capital introduction, and transaction consulting. For capital introduction, we cover hedge funds, private equity funds, venture capital funds, and mutual funds.
  • Solstein Capital, LLC
    Solstein Capital, LLC is a private investment firm based in San Francisco, CA.   We manage a concentrated portfolio of global securities through a hedge fund structure.
  • Spicer Jeffries LLP
    Certified public accountants providing audit, accounting, tax and consulting services to domestic and international funds. We provide services from the start up phase throughout the life cycle. Please contact Robert Yurglich at ryurglich@spicerjeffries.com.
  • SSW Capital
    Long/Short fund specializing in real estate companies, primarily REITs . Managed by 30+ year experienced real estate developers.
  • Stonehenge Asset Management
    Stonehenge Asset Management is a Florida-based alternative investment manager.  Through its family of funds, the firm allocates capital across multiple strategies within the global futures and FOREX markets.   The firm is registered with the Commodity Futures Trading Commission ( CFTC ) as a Commodity Pool Operator ( CPO ), and a Commodity Trading Advisor (CTA), is a member of the National Futures Association ( NFA ) and an approved FOREX Firm.
  • StreetID
    StreetID is a career matchmaking site tailored specifically to job opportunities and networking in finance.  The premise is that employers use our custom designed filtering system to match candidates with their job specifications.  StreetID functions differently from traditional career sites because hiring managers are able to hand select prospective candidates and contact them directly.
  • SunGard
    SunGard Financial Systems provides leading software and IT services to institutions in virtually every segment of the financial services industry.  Our systems help automate the many detailed processes associated with trading, managing investment portfolios and accounting for investment assets. We also provide professional services, custom development, consulting services or managed services to meet your growing business needs. Whether you are an asset manager, trader, compliance officer, treasurer, insurer, risk manager, hedge fund manager, plan administrator or clearing agent, we can address your requirements.
  • Sutton View Capital LLC
    Sutton View Capital LLC provides its services to high net worth individuals, family offices and institutions through the mechanism of its primary fund, Sutton View Partners LP. The fund is focused on event-driven and intrinsic value investing with an overlay of debt based merger arbitrage.
  • Swiftarc Capital, LLC
    Swiftarc Capital, LLC is an independent, privately held investment management firm that focuses on emerging market equities. We employ a long-term investment strategy in search of attractively valued, high quality companies in the consumer sector after undertaking detailed fundamental research and involved 'Be The Consumer' local insight. Our core competency is in the following consumer staple categories: food retail, fast food, household and basic hygiene products, fast moving goods, food & beverage, and beer, wine & spirits. We offer investors exposure to one of the most powerful and projectable trends driving the global economic landscape - the rising emerging market consumer.
  • Synergy Networx
    Synergy Networx is a full-service graphic design & web development firm, specifically dedicated to the financial services and alternative investment industries. In business since 1994, we provide innovative marketing solutions that enhance client communication in today’s market. Our aim is to assist clients in maintaining the highest standards in their brand and business- on time, on target and on budget.
  • Tangent Capital
    Full service broker dealer with a third-party marketing arm, raising money for hedge funds, private equity funds, venture capital funds, and direct investments in private companies.
  • Tannenbaum Helpern Syracuse & Hirschtritt LLP
    Tannenbaum Helpern Syracuse & Hirschtritt LLP is a full-service law firm with a global reach. Its financial services practice focuses on all aspects of hedge fund and private equity fund formation, transactions and compliance from SEC, CFTC and FINRA regulation, to family office, dispute resolution, ERISA and taxation. For more information, visit www.thsh.com
  • The Appointment Group LLP
    With offices in New York, London, Los Angeles and Melbourne, The Appointment Group LLP (TAG) has been providing travel management for Hedge Funds and financial clients for over 25 years. TAG can cater to the most demanding of itineraries, whilst reducing the overall travel expenditure of its clients.
  • Thompson Hine LLP
    A leader in the field of corporate transactions and securities law, Thompson Hine LLP has been, since 1911, a provider of legal services in private offerings and hedge funds offering clients resources to handle the most challenging legal issues facing today's business community.
  • Tower Fund Services
    Tower Fund Services is an independent third party administrator that provides an outsourced solution for alternative investment managers. Our suite of tailored solutions includes fund startup, accounting, valuation, reporting and tax services to investment managers in all strategies and structures. We enable our clients to focus on their core business; investing.
  • Trishield Capital Management
    Trishield Special Situations Fund is a high conviction, event-driven partnership focused on investments in depressed corporate debt and equity securities. The Fund invests in companies that are experiencing a period of stress and whose securities are trading at what Trishield Capital Management ("The Manager") believes is a substantial discount to intrinsic value. The Manager identifies a potential structural catalyst which would unlock the significant value not recognized by the market at the time of investment. The Fund invests across the capital structure of primarily non-investment grade, middle market domestic companies. Areas of focus include companies facing liquidity events or undergoing corporate restructurings or operational turnarounds.
  • UC Berkeley MFE
    The Berkeley Master of Financial Engineering Program provides you with the knowledge and skills to prepare you for a career in the finance industry. In one year, you will be ready to take a leading role in a fast-growing field that demands individuals who can apply their education and skills at the cutting edge of finance in investment banks, commercial banks, and other firms around the world.
  • UMB Fund Services
    UMB Fund Services provides a complete line of services for mutual funds and alternative investments, as well as turnkey solutions including collective trust, multiple series trust, and registered hedge fund services. Our services include fund accounting, administration, tax, investor services, transfer agency, custody and distribution. Learn more at umbfs.com .
  • Utrade Hedge
    Emerging FX systematic trading management company with Separate Managed Accounts and Hedge funds platform. Proprietary developed algorithmic trading technology targeting returns of +25-40% with Sharpe ratio of above 1.7
  • Valuation Research Corp.
    A leading international financial advisory firm with more than 35 years of experience providing M & A advisory services, fairness and solvency opinions in support of transactions, and valuations of intellectual property and tangible assets for financial reporting and tax purposes. 
  • Variant Perception
    Variant Perception is a forward looking, data driven macroeconomic investment strategy research firm that utilizes proprietary leading indicators to identify trading opportunities and risk management strategies. Our macroeconomic commentaries provide a high level of value to any firm or individual that is interested in using independent research to aid decision making, formulate trading strategies or manage assets.
  • Vilas Capital Management, LLC
    Vilas Capital Management’s success will be driven by the value we provide to our clients and by our ability to attract and retain smart, hard-working associates. Underlying these drivers will be our commitment to the highest level of business ethics, our pursuit and continuous adoption of best business practices and our focus on the following items.   Client Focus – We are active money managers who are entrusted with client's assets. We will manage client assets with one goal in mind: earn returns that exceed indexed returns in the general equity market.   Integrity and Hard Work – Vilas Capital Management will act with integrity with its associates and with its clients. We will stay focused on asset management and work hard for our clients.   Discipline and Consistency – Vilas Capital Management will manage money in a disciplined and consistent manner. We will stay true to our stated investment strategies and execute those strategies to the best of our ability. See our Investment Philosophy section for details.
  • Waksard Capital, LLC
    Waksard Capital, LLC is a real estate company focusing on the acquisition, repositioning and management of distressed residential and commercial real estate assets.
  • Watts Capital, LLC
    Watts Capital, LLC provides third-party marketing for alternative investment managers including hedge funds, asset-backed and royalty funds, private equity and real estate. Our RIA affiliate Watts Capital Partners also constructs alternative investment portfolios for its HNW clients.
  • White Outsourcing Pty Ltd
    White Outsourcing is a specialist provider of outsourced middle and back office administration and accounting services to a range of fund managers.We have a proud history of growth through referrals built on our reputation for quality, tailored and cost effective integrated solutions.
  • Zimmer Partners LP
    Zimmer Partners is a research-driven, energy-focused investment firm that believes its ability to generate alpha is enabled by an experienced investment team, proprietary risk management platform and a well-developed organizational infrastructure. The Utility Fund was previously managed by Zimmer Lucas Capital, LLC, which Stuart Zimmer, Portfolio Manager, co-founded in 1997.