Clients

Our financial firm clients range from leaders to emerging firms in their respective areas


Hedge Funds and Advisers

We have worked closely with equity-focused, fixed income and derivatives funds, with all the various approaches to investing (global macro, directional, event-driven, and arbitrage). Our clients typically control $4.5b to $45b in Assets under Management, and have staff numbers ranging from 60 to 600 employees. As of 2014, over 40% of the Top 20 hedge funds are established and repeat clients.

Mutual Funds and Advisers

We have worked on traditional open-end fund and transparent active ETF engagements with clients in this space. For example, we implemented a risk and compliance management solution that integrated with the large mutual fund adviser’s multiple OMSs into a firm-wide investment management platform.

Asset Management Firms

Our consultants have worked with a variety of asset management firms in both a strategic advisory basis and as implementation experts. These asset management firms control between $200b to over $1t in Assets under Management.

Wealth Management Firms

With the vast expansion of the wealth management space, our consultants have been utilized as industry experts, specifically in the order management and IT operations space.

Capital Market Players

We have worked with a variety of brokers and dealers from different organizations, ranging from large institutions, to privately-held firms, to retail outfits.