Oil and Gas Limited Partnership Services

Our back-office services benefit Oil and Gas investment fund sponsors by:

  • Allowing the fund sponsor to focus on the energy business rather than fund IT and operations
  • Eliminating the use of spreadsheets, improving disaster recovery
  • Hosting an integrated web portal for investors, advisors, broker/dealers and service providers
  • Assisting compliance activities through Blue Sky and anti-money laundering (AML) services
  • Offering multiple investors reporting options:  web portal, US Postal Service or data transfer
  • Allocating the fund-level tax attributes to investors.  Working with accountant to produce K-1 reports
  • Providing full back-office transparency through the eSuperior system
  • Advancing fund distribution efforts through sales material fulfillment