FundShowroom.com

Direct investment sponsors of real estate and oil and gas production funds spoke to Great Lakes Fund Solutions of the need for a streamlined fund showcase data room to engage with independent broker dealers and financial advisors.  “Too cluttered”, “difficult to use” and “not enough data to assist with the sales effort” are among the …

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CrowdKey – Turn-Key Crowdfunding Solution

Great Lakes Fund Solutions is launched CrowdKey, a turn-key portal, customized to become an issuer’s Crowdfunding site. CrowdKey facilitates direct investments sales by: Inviting prospective investors to the portal through their financial advisor Displaying a menu of investment options including presentations, video content and images Accepting commitments via e-signature Confirming subscriptions when funds close Servicing …

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How will the hedge fund admin business support retail-platform hedge funds?

Hedge fund distribution has been forced to change because family offices and HNW investors are reluctant to seed new investment managers.  Great Lakes is positioned to support these managers–directly or through their administrators–as they seek to raise assets from independent brokerage platforms.  The vast majority of hedge fund administrators are not able calculate trailing commissions …

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Will startup fund sponsors in the DPP space begin outsourcing portfolio, fund and tax accounting to their transfer agent?

I came across my first DPP fund–a start-up REIT in this case–that is looking to outsource both accounting and transfer agency services.  Is this a trend?  I can vouch for the fact that this is standard practice in the hedge fund world.  If you don’t outsource your accounting to your fund administrator your fund will …

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GLFSI Press Release

February 1, 2013, Chicago – Great Lakes Fund Solutions, Inc. (GLFSI) announces the expansion of its transfer agency service offering to include non-traded real estate investment trusts (REITs), oil and gas limited partnerships, and other alternative investments sold through independent brokerage channels.  Collectively, these types of investments are known as Direct Participation Programs (DPPs). For …

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