We work with hedge funds, asset managers, and allocators — including family offices — across a range of strategies and sizes. We’ve also workeddirectly with Heads of Treasury at many of the world’s largest hedge fund groups, giving us insight into how leading firms structure and scale their treasury functions.

We bring a practitioner’s mindset — not just strategy, but hands-on execution. With over a decade of experience at top-tier investment banks and direct exposure to fund operations, we understand how treasury decisions play out in the real world. We focus on tangible outcomes, not just slide decks.

We offer flexible pricing, either on a day-rate basis or as an all-in project fee. Final pricing depends on the scope and complexity of the engagement — key drivers include the number of financing counterparties, range of assets traded, and complexity of your strategy. [See more on our Pricing page.]We offer flexible pricing, either on a day-rate basis or as an all-in project fee. Final pricing depends on the scope and complexity of the engagement — key drivers include the number of financing counterparties, range of assets traded, and complexity of your strategy. [See more on our Pricing page.]

Yes — in fact, that’s our preferred approach. We often partner with in-house finance and operations teams, as well as third-party administrators, outsourced CFO providers, and technology vendors. Our aim is not only to enhance your existing infrastructure but to help upskill internal team members by transferring knowledge and building sustainable processes.

Both. We offer flexible engagement models — from one-off reviews to ongoing, fractional support. Some clients bring us in for a focused project, while others retain us as an extension of their team over a longerperiod.

We’ve helped clients evaluate and implement Treasury Management Systems (TMS), collateral tools, and integration solutions with brokers, custodians, and fund administrators. Our advice is platform-agnostic and based solely on what fits your needs.

Yes. We can help design treasury and financing frameworks from the ground up — including operating models, counterparty setup, workflows, and controls. We also support Prime Broker assessment, negotiation, and selection — ensuring you get the right fit for your strategy and scale.

Yes — we frequently advise clients on financing and PB pricing. However,our approach is not solely to minimize cost. We take a holistic view that balances pricing with financing stability, counterparty diversification, andoperational flexibility.

Very. We have extensive experience working with internal or external developers to automate processes and build ongoing reporting and oversight tools. Our goal is to leave you with a function that runs efficiently long after our engagement ends.

Yes — we bring subject matter expertise to PB pricing, documentation, and commercial discussions. That said, we believe Prime Broker relationships are vitally important to a fund’s long-term success. We act as an informed advisor but always encourage the COO, CFO, or CEO to stay directly engaged with their PBs.

Simple — just reach out via our Contact Page. We’ll schedule a quick introductory call to understand your needs and discuss how we can support you. From there, we’ll tailor an engagement plan that works for your team and goals.