Governance and Operational Advisory for Closed Ended Alternative Investment Funds

Based in West Chester, PA - between Wilmington DE and Philadelphia PA, serving US and European based Fund Managers.

Pillar 1

Back office excellence

Target Operating Model design, tool selection and process automation

Pillar 2

Investor Services

Fund closing coordination, onboarding workflows and AML/KYC design.

Pillar 3

Corporate Governance

Design rubrics, board packs, and LPAC policy design.

Pillar 4

Fund Admin Advisory

Administrator Selection, SLA Design, and general ledger validation

Services
Get in touch

  • 17 Years of Global Private Markets Mastery: Deep expertise in structuring and servicing highly complex fund architectures across alternative asset classes globally.

  • US Footprint Specialist: A proven track record of successfully establishing and scaling US operational footprints for market-leading international firms.

  • Engineered for Institutional Allocators: Moving back offices from fragile spreadsheet dependencies to robust, audit-ready architectures that pass rigorous ODD.

  • Designed for the Fund Lifecycle: Specialized operational expertise explicitly tailored to the high-velocity scaling needs of Fund I, II, and III managers.

  • Chartered Governance Authority: Led by qualified governance professional holding formal credentials from the Chartered Governance Institutes of both Canada and the UK & Ireland.

  • Beyond Administrative Box-Ticking: Implementing sophisticated oversight frameworks and strategic accountability models that build deep LP trust.

  • Elite, Un-Layered Advisory: Direct partnership with a senior operations veteran—bypassing associate layers to deliver un-compromised speed and execution.

  • Target Operating Model Architect: Designing modern, automated software tool stacks that translate front-office velocity into institutional-grade execution.

  • Independent Vendor Advocate: Driving strict third-party accountability through rigorous fund administrator RFPs, custom SLAs, and independent general ledger validations.

  • Flawless Investor Onboarding: Mitigating reputational risk by engineering seamless, automated AML/KYC workflows and high-touch LP closing experiences.