Essential Fund Services International, LLC ("EFSI")
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Essential Fund Services International, LLC (“EFSI”) is an independently owned, SOC 1 compliant, full-service fund administration firm based in New York. We provide investment management firms with a comprehensive suite of fund administration services in a cost-effective structure. With more than $5.5bn in assets under administration, EFSI works with managers that employ a range of investment styles, including hedge funds, private credit, private equity, real estate and venture capital, in both domestic U.S. and offshore fund structures. The center of EFSI’s service incorporates resilient technology and an accomplished staff, providing clients a tailor-made service with exhaustive transparency.
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Our services include accounting, reporting and administrative services to private investment funds and managed accounts; capital introduction services; and advisory and outsourced COO/CFO services. EFSI enables the investment manager to focus more closely on their investment strategy, comfortable in the knowledge that the critical administrative functions that are necessary for them to succeed are in the hands of skilled, accomplished and seasoned professionals.
EFSI differentiates itself by providing clients with a high quality, “hands-on” approach, as compared to a “one size fits all” solution. EFSI acts as a partner to our clients, supporting them throughout the lifecycle of their funds and the complexities and challenges unique to their business so that they spend more time doing what they do best – deliver alpha to their investors.
Zephyr's PSN
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PSN has been a top resource for investment professionals for four decades. Asset managers rely on Zephyr's PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details visit PSN online to learn more.
Reilly Resource Development
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Reilly Resource Development (RRD) is a boutique executive recruiting firm specializing in permanent, temporary and contract staffing within the financial services industry.
Founder Colleen Huggins spent nearly a decade working at asset management firms in New York City, primarily in marketing roles supporting the institutional sales channel. After moving from NYC, Colleen began recruiting in different industries before founding RRD in 2008 to recruit in the financial industry where she began her career. Colleen has an extensive network of contacts in New York City and many of her candidates and clients are former colleagues. RRD’s clients span primary financial markets including New York and the tri-state area.
RRD is dedicated to building solid relationships with both companies and candidates to provide timely hiring solutions. RRD services both large and small investment and asset management firms and will tailor a search to align with the client’s needs.
Providing industry expertise, unparalleled service, and a deep network of highly qualified candidates, Colleen has successfully helped clients fill roles across all areas of Business Development, Sales & Marketing, Client Service and Administration.
Red Mountain Media
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Red Mountain provides PR and Communications services to firms across the investment management and financial services spectrum. We work with Hedge Funds, ETFs/Mutual Funds, SMA's, Private Equity, Private Credit, Real Estate, Venture Capital, and Family Offices, as well as Industry Service Providers and Fintech Solutions.
Red Mountain emphasizes earned and owned media efforts, strategic communications and planning, and brand messaging, acting as a vital extension of your firm’s marketing team. Public brand awareness from appropriate stakeholders is crucial as small and medium-sized firms look to build AUM and grow their businesses.
The foundation for building a successful business is understanding where, and to whom, you can provide value. Red Mountain strives to give each one of its clients a better experience and better results than industry alternatives. We can achieve this by working from a simple motto: We will never bite off more than we can chew.
As a client of Red Mountain, you’ll never find yourself as simply another firm on a list of clients managed by someone you barely know. You’ll never wonder what’s going on, why you haven’t heard from your PR firm recently, and you’ll never be removed from access to the face and leadership of the business. Red Mountain will never be the biggest public relations firm in the world, and that’s by design. Red Mountain is structured to succeed for its clients.
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Prager Metis Advisors & Accountants
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Prager Metis is a top international advisory and accounting firm with over 100 partners and principals, more than 600 team members, and twenty-four offices worldwide including New York, New Jersey, California, Washington D.C., Connecticut, Florida, Massachusetts, Nevada, North Carolina, London, UK, Chennai, India and the Metaverse. Prager Metis is one of the nation’s fastest growing firms offering a full range of accounting, audit, tax, consulting, and international services.
Prager Metis provides the depth and breadth of resources of a national firm with the personalized and specialized perspective you expect from your local advisors. The experts at Prager Metis are positioned to help you best manage all aspects of compliance and operations related to your business. The firm is well-versed in all of the latest regulatory requirements and our experience with complex fund operations in the U.S. and around the globe allows us to provide you with a holistic view of your operations.
Prager Metis is registered with the Public Companies Accounting Oversight Board (PCAOB) and is a Cayman registered firm. We have worked with many asset management clients, both domestically and international