Solutions

For US-based asset managers, F/m Acceleration provides the platform and resources to power growth and independence. For overseas asset managers, we provide access to US investors and the US asset management market. For advisors and institutional investors, we bring innovative, performance-driven investment managers to the US markets. We provide solutions for traditional and alternative investments, mutual funds and private funds, separately managed accounts, and model delivery.

Strategic Planning

Guidance to help you develop the plans and processes to achieve your short-term and long-term business goals.

Business Operations

Broad experience and capabilities in technology, finance, legal, accounting, investment banking, and human resources.

SEC Registration and Compliance

Cost-effective regulatory and compliance solutions through our affiliated company, Key Bridge Compliance.

Trading and Operations

Full-service trading, portfolio accounting and analytics in conjunction with our strategic partner, Bloomberg Professional Services. 

Portfolio Accounting and Performance Measurement

Access to Clearwater Analytics’ systems for data aggregation, tri-party reconciliation, performance measurement, and reporting.

Distribution: Sales, Marketing, and Investor Relations

Our leadership team has deep distribution, sales, marketing, and investor-relations experience, led by a portfolio management executive.