Our Story

During our 20+ years providing audit services at a Big 4 accounting firm, we have gained valuable knowledge and exposure to all areas of the alternative asset management industry through our interactions with firm leadership, portfolio managers, and valuation and accounting professionals. While working with companies ranging from newly launched to seasoned asset managers, we have identified the need for a suite of back-office services that will allow companies to focus on enhancing portfolio performance, entering new markets, and maximizing returns. We are passionate about building relationships, both internally and externally, and recognize their importance, knowing that success is directly aligned with the quality of our team.