The Gift Pack Offered by Stonegate Global Fund Services to Managers

Monday, November 26, 2018, 6:00 AM | Leave Comment

The Stonegate Global Fund Services organization is the go-to firm in the industry when it comes to the formation and administration of domestic and offshore hedge funds. The firm also specializes in other services including multi-manager funds, private equity funds, family investment funds, and real estate funds.

Some of the leading comprehensive services that Stonegate Global Fund Services offers are capital introduction, family office services, offshore trust formation, fund formation, and fund and trust administration.

The firm also comes equipped with technology systems like Stonegate FundEngineTM and Stonegate DataRoomTM. These technology systems work to provide its clients with an online investor subscription platform and data room. The Stonegate PortalTM works to allow the investment managers plus their funds to access their financial statements. They can also access their capital summaries, fund reports, and tax information from the portal.

Overall, Stonegate Global has worked with over 400 clients worldwide. The firm ranks top when it comes to delivering innovative solutions to its sophisticated institutional investors and portfolio managers alike. Currently, the firm deals with clients in over 100 cities worldwide.

The Stonegate Global service pack to managers

Stonegate Global aims to serve all and interested clients who are looking to use the services offered. You may be looking to start a hedge fund or establish a multi-manager platform or even launch new venture capital. Whatever you are looking for, we are here to serve you in the best possible way.

Stonegate Global also offers different services to the existing fund managers considering outsources CFO services or just looking to change to a new fund administrator. Even if you want to establish a new or additional fun offering, Stonegate has got you covered.

Here are some of the services Stonegate Global offers for both the start-up managers and the existing managers.

Services to the Start-up Managers

Stonegate Global aims to attract more institutional investors to the team every day. As a start-up manager, you may be looking to try something new and try an alternative investment fund. You can be sure to get the best services from the Stonegate Global Fund Services team. With the best experts to equip you with information and knowledge for your investment funds.

You get exposed to all the information to help you navigate the road ahead and be successful in your endeavors. Know that you are in good hands with the Stonegate Global Fund Services group which regulatory compliance, fund formation, fund administration services. The start-up managers get to enjoy multiple solution offers.

Some of the offers include:

• Comprehensive solutions

• Fund formation

• Fund administration

• Prime brokerage

1. Comprehensive solutions

   New traders, family offices real estate investors, prospective hedge fund managers, and private equity managers have access to a comprehensive suite of services from Stonegate Global. These services work to provide start-up managers with best solutions to establish and administer investment funds. With the expertise and knowledge that the Stonegate Global team offers, you can start a hedge fund today.

   Here are some of the investment benefits of using Stonegate Global as a start-up manager.

   • The best cost-effective and streamlined solution in the industry

   • The leading firm in launching hedge funds, real estate funds, and private equity funds both domestically and offshore

   • The best in-house expertise that covers the hedge fund industry comprehensively

   • Is an all-inclusive solution pack for the start-up managers interested in alternative investment management fund structures

   Some of Stonegate Global comprehensive solutions include;

   • Offering advice to start-up managers on fund formation with respect to the fund structure and domicile

   • Fund compliance solution which involves filing Form D, the initial compliance review and work, state blue sky filings, and the state and/or federal RIA setup

   • Form ADV filings

   • Solutions for the Fund Offering Documents that include the preparation of the company operating agreements and other documents like PPM and LPA

   • For the hedge funds, Stonegate Global provides and establishes a Prime Brokerage Account and a FINRA-registered broker-dealer that the firm has a strategic partnership with

   • Marketing and media packages solution that incorporates full presentation materials, a website, one-pagers, and the company brand and identity

   • Audit/tax services that are provided by well-recognized and reputable global fund audit and tax firms that help maintain a strategic relationship

   • Experienced hedge fund attorneys that provide Legal Counsel of Record with whom the firm has a strategic partnership

   • Fund administration and management of books and records. This service also includes portfolio and fund accounting, calculation of NAV, investor subscriptions and redemptions, Facilitation of capital calls, and financial statements

   The comprehensive solutions that Stonegate Global offer to its start-up managers also provides a streamlined process that helps to structure a hedge fund. The best part about it is that it also helps structure other investment management fund vehicles. As a start-up manager, you can go from having an investment concept to fund inception in weeks. The comprehensive solutions provided by the firm makes work easier and faster for the start-up managers.

   As a start-up manager, you can gain a lot in a short period through these comprehensive solution features. For one, you focus more on raising capital from the investors and the investment strategy as the firm handles everything else.

2. Hedge fund formation

   The Stonegate Global firm is the best service provider to use when looking for the best solution and comprehensive solutions company for sophisticated investment management clients. You also get to enjoy the firm’s complex alternative investment fund products that are available in the firm’s portal.

   The firm provides relevant information and advises on hedge funds, private equity funds, venture capital funds, oil and gas funds, real estate funds, family office investment trusts, funds of funds, and many other investment products.

   Currently, Stonegate Global has established and structured funds in the USA and many other financial centers. Some of these financial centers include Mauritius, Canada, Hong Kong, Luxemburg, Bermuda, BVI, Cayman Islands, amongst others.

   The hedge formation service provided by the Stonegate Global team works with its clients to navigate through the ever-changing landscape and international regulatory compliance. The Stonegate Global team also has leaders who are experts in SEC requirements. This team is also experienced in AIFMD, FATCA/CRS, Basel, state regulations, NFA/CFTC registration, and AML/KYC/CFT.

   You get well-analyzed and experienced advice for your unique business objectives and other investment strategies to structure. This ensures that you have the most appropriately structured and established investment management fund product to meet your goals. The company team provides all the relevant information.

3. Hedge fund administration

   The hedge fund administration features and services provided by Stonegate Global are available in the USA, BVI, Bermuda, Luxemburg, Mauritius, Hong Kong, Cayman Islands, and many other offshore jurisdictions.

   Stonegate Global also offers private equity fund administration services that you can utilize in the above-mentioned financial centers. In general, you get to enjoy the vast array of large, complex, and multi-jurisdictional services as well as other emerging manager fund products provided by the company.

   As a start-up manager, you also get to enjoy the comprehensive and cost-effective services of the hedge fund administration across all asset classes. These services come inclusive of hedge funds, funds to funds, cryptocurrency funds, oil & gas funds, blockchain funds, asset-based lending funds, private equity funds, and many other investment fund products available.

   Some of the services that are available in hedge fund administration for the start-up managers include:

   • Management of capital calls

   • P&L reporting

   • Monthly portfolio and partnership accounting

   • Maintaining the shareholder register

   • AML/KYC

   • Calculating the fund’s NAV

   • FATCA/CRS compliance and reporting

   • Financial statements and footnotes

   • Providing K-1 data

   • Cash and position reconciliation

   • Gatekeeper/cash management

   • Processing investor subscriptions and redemption

   With the hedge fund administration services, the start-up investment managers and their investors can now easily access financial statements. They can also access tax statements, net capital statements, and other relevant documents through the Stonegate Global Portal. The online web reporting platform is equipped to help you manage all of this information without much hustle.

4. Prime brokerage

   Stonegate Global, through its facilities, also works to provide excellent brokerage services. This enables the company to offer access to a broader range of global custodians. Some of the commonly known custodians include Goldman Sachs Execution & Cleaning, Merrill Pro/Bank of America/Merrill Lynch, Perishing/Bank of New York, COR, IBKR, ICBC, and Wells Fargo.

5. C-Suite Services

   The Stonegate C-Suite works to provide an outsources business solution for the alternative investment managers. These may include customary duties and services which are performed by the management company’s internal CFO, CCO, and COO. The service aims to support and improve the investment operation team. Note that it is not meant to replace the company’s seniors.

   As a start-up manager, you also get to enjoy the firm’s institutional quality infrastructure. These services are customized in such a way that they meet the needs and preferences of the alternative fund managers too.

   The services include:

   • Investor subscriptions

   • Regulatory compliance

   • AML compliance

   • Management company financial operations, cash management

   • Audit management

   • Shadow accounting

   • Reconciliations

   • FATCA compliance

   These C-Suite services are meant to provide you with the knowledge and focus that you need on raising capital from your investors and investment strategy. You can then let the Stonegate Global team handle everything else.

   The C-Suite services for the start-up managers

   • The industry’s leading solution for start-up investment managers

   • In-House expertise that provides comprehensive coverage of alternative investments in the industry

   • AML compliance

   • Audit management

   • Shadow accounting

   • Due diligence requests

   • Regulatory compliance

   • Investor subscriptions

   • FATCA compliance

   • Reconciliations and cash management

   • Management company financial operations

   • Most streamlined and cost-effective solution

   • An all-inclusive and outsourced solution that will add value to your investment company’s operational team

   Existing managers

   The Stonegate Global Fund Services also offers an ideal service package for the existing managers. The service makes it easy for the existing managers to navigate through the alternative investment fund formation landscapes. This can be a daunting task especially if you choose to go about it alone. Managing to successfully attract the right institutional investors can take a toll on you especially when starting a new fund.

   Luckily, Stonegate Global has come up with two offers that are crucial to ensuring the success of the existing fund managers.

   These services are:

   • Stonegate PrimeOne solution

   • Stonegate C-Suite Services solution

   1. Stonegate PrimeOne solution

      This new comprehensive solution aims to provide the best asset growth solution for the existing fund managers. You get to enjoy an unparalleled opportunity to leverage various capital growth business solutions.

      This comprehensive solution comprises a customized suite of services that work to the benefit of the existing fund managers. Some of these services include capital introduction, prime brokerage, third party marketing for the vetted and approved hedge funds, and fund administration.

      Stonegate Global also works to help you easily recognize the opportunities and challenges that hedge fund managers face from time to time. Stonegate Global aims to help and support you through the whole process by providing you with value-added services as much as possible.

      Take a look around, and you will agree that the services Stonegate Global provides are unmatched in this industry.?

      Below are some of the services provided by Stonegate PrimeOne Solution:

      • Trade Execution

      • For vetted and approved hedge funds

      • Prime Brokerage Solutions

      • Capital Introduction

      • Third Party Marketing

      • Fund Administration

   2. C-Suite services for the existing managers

      The Stonegate C-Suite works to provide an outsources business solution for the alternative investment managers. These may include customary duties and services which are performed by the management company’s internal CFO, CCO, and COO. The service aims to support and improve the investment operation team. Note that it is not meant to replace the company’s seniors.

      As a start-up manager, you also get to enjoy the firm’s institutional quality infrastructure. These services are customized in such a way that they meet the needs and preferences of the alternative fund managers too.

      The services include:

      • Investor subscriptions

      • Regulatory compliance

      • AML compliance

      • Management company financial operations, cash management

      • Audit management

      • Shadow accounting

      • Reconciliations

      • FATCA compliance

      These C-Suite services are meant to provide you with the knowledge and focus that you need on raising capital from your investors and investment strategy. You can then let the Stonegate Global team handle everything else.

   The C-Suite services

   • The industry’s leading solution for start-up investment managers

   • In-House expertise that provides comprehensive coverage of alternative investments in the industry

   • AML compliance

   • Audit management

   • Shadow accounting

   • Due diligence requests

   • Regulatory compliance

   • Investor subscriptions

   • FATCA compliance

   • Reconciliations and cash management

   • Management company financial operations

   • Most streamlined and cost-effective solution

An all-inclusive and outsourced solution that will add value to your investment company’s operational team
There are many alternative investment funds that you can venture into as a start-up or existing manager. You only need to realize what you want to venture into and work your way on how to be the best at what you do.

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