Hedge Fund Launch & Operations Advisory
From Inception to
Institutional Readiness
Senior-level expertise guiding emerging and established managers through every phase of fund launch — prime brokerage, systems integration, compliance documentation, and scalable operating model design.
15+
Investment Funds Launched
~95%
Reduction in Settlement Breaks
25+ yrs
Buy-Side Operations Experience
Core Capabilities
Comprehensive Services for Every Stage of Your Fund's Journey
01
Launch & Onboarding Execution
- End-to-end fund launch execution
- Launch program management
- Fund inception to go-live coordination
- Launch playbook development
- Emerging manager launch support
- Multi-fund platform builds
- Institutional readiness assessment
- Go-live readiness testing
02
Prime Broker & Execution Services
- Prime broker selection and onboarding
- Multi-prime broker setup
- Execution broker connectivity
- Broker account opening coordination
- Margin facility setup
- Securities lending arrangements
- Repo and financing coordination
03
Documentation & Compliance
- KYC/AML workflow coordination
- ISDA master agreement setup
- Investment management agreements
- PPM review & subscription document coordination
- Entity formation support
- Regulatory registration (SEC, CFTC, NFA)
- Form ADV filing support
04
Systems Integration & Technology
- OMS platform implementation and configuration
- Portfolio accounting system integration
- Trade file connectivity (FIX, SFTP)
- Prime broker feed integration
- Administrator NAV file automation
- Middle-office system builds
- Multi-system architecture design
- SaaS platform integration
05
Fund Administration & Investor Services
- Fund administrator selection and onboarding
- NAV calculation workflow setup
- Investor onboarding processes
- Capital call and distribution coordination
- Subscription and redemption workflows
- Side letter management
- Investor portal configuration
06
Operating Model Design
- Front-to-back operating model architecture
- Scalable infrastructure design
- Governance framework development
- Control environment implementation
- Workflow automation design
- Service provider orchestration
- Outsourced COO/CFO coordination
07
Stakeholder Management
- Cross-functional project leadership
- CIO and portfolio manager advisory
- Service provider vendor management
- IT and development team partnership
- Compliance officer coordination
- Legal counsel collaboration
- Institutional investor due diligence support
Experience
25+ Years Buy-Side Operations
Funds Launched
15+ Investment Funds
Prior Firms
Windstream Partners · Cardinal Capital · Silvercrest · ING
Education
B.S. Finance & Accounting
Mercy University
Location
Scarsdale, New York
Languages
English · Portuguese