Stonegate understands a financial manager’s largest asset is the trust of their clients; therefore, we provide our clients with the secure knowledge that their administrative requirements are in trustworthy and experienced hands allowing them to focus on their largest assets.
“We have utilized Stonegate’s various services since our first hedge fund start up in 2009 through our current registered investment advisor activities at Savoie Capital LLC. Stonegate has always delivered top notch professional work … If you need help with fund administration or performance reporting we highly recommend Stonegate.”
Paul Savoie, Savoie Capital LLC
“Stonegate guided us through the formation and launch of our BVI based Private Fund which engages several complex investment strategies. Stonegate’s understanding of the details of fund operation and experience has provided a clear advantage and benefit through our launch and continued operation. We have been a Stonegate client since 2011 and highly recommend Stonegate’s service offering.”
Robert Kopp, Golden Horn Opportunity Fund
“…professional and responsive business partner whose firm provides accurate and reliable composite performance verification services for my investment advisory business.”
Jacob Ma-Weaver, Cable Car Capital LLC
What we do?
Stonegate prides itself on client relationships, responsiveness, and depth of experience.
RESULTS REPORTING & GIPS VERIFICATION
Independently verify compliance with composite construction and performance result calculation in compliance with…