FUND EVALUATION PROCESS
HEDGE FUND DUE DILIGENCE
There are approximately 8,200 hedge funds comprising $3.15 trillion of industry assets*. In a given year, investment professionals review hundreds of hedge funds, but only a handful will move through the fund evaluation process. Our goal is to onboard couple of hedge funds a year. A hedge fund should be viewed from three different perspectives: investment, operational, and legal.
This is reflected throughout our fund evaluation process below:

Source: Hedge Fund Research - Reuters -
SERVICE PROVIDERS
Administrator
SS&C Technologies
Auditor
Cohen & Company
Transfer Bank
First Republic Bank
Legal Counsel
LoPresti Law Group PC
Offshore Counsel
Maples & Calder




