Client Case Studies
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Mutual Fund/Hedge Fund Manager
Greenwich, CT

Often clients find themselves in an unanticipated state of transition. When the CFO moved to another company, the fund’s founder, a former senior executive with a major Wall Street entity, needed to fill the position. We proposed an outsourced part-time CFO and Compliance Officer.

Start U Up:

• Assisted with restructuring and re-writing internal control documents
• Prepared cash flows proformas for private placement offerings
• Performed general CFO duties, including:
  • Participating in monthly management meetings
  • Reviewing financial statements and presentations
  • Being the liaison to the prime broker and outside fund administrator