Broker Check

STEP 1: Data Collection

Manager screening process begins by collecting data and materials to learn more about the manager. Managers data is then included in our private investment benchmark database.

STEP 2: Analysis

To request a meeting with us, please send your marketing materials. Please verify that you are already included in our database. We will review your submission and evaluate your fund in the context of the current needs of our clients.

STEP 3: Evaluation

Investment managers may be subject to our thorough and comprehensive operational due diligence before they are considered for recommendation to clients. Our team conducts a detailed risk assessment for all hedge funds and selectively for other managers.