Consulting Services – Operations Management

Operations Management for Investment Type Companies

Review redundancy procedures and telecommunications network plan.

Evaluate in-house procedures, calculate cost / benefit analysis of outsourcing

specific operating tasks.

Establish management company audit procedures.

Coordinate outsourced administrative work with fund administrators including:

  • NAV
  • Performance reporting
  • Investor statements

Compliance, Registration for Investment Type Companies

Review existing documents with opinions.

Advise on internal agreements and contracts, work with attorneys.

Write a up-to-date compliance manual.

Manage process of regulatory updates and adherence.

Optimize the legal structure.

Create Form ADV for necessary registrations.