Our Story

Built on Trust.
Driven by Technology.

Since 1972, Great Lakes Fund Solutions has provided outsourced investor services and fund administration to the sponsors of alternative investment programs sold through the independent BD and RIA channels.

Who We Are

Independent. Experienced. Technology-Forward.

Great Lakes Fund Solutions uses internally-developed software, called eSuperior, to provide an outsourced investor services back-office to the sponsors and managing dealers of retail investment funds. Our clients use the independent broker/dealer channel and RIA channel to raise money for their programs, which typically invest in real estate, energy, and commodities.

We are experts at web development for the financial services industry, as evidenced by our platforms eSuperior, Fund Showroom — our due diligence data room platform for DD firms and sponsors — and those we develop for our clients' specific business needs. Every system we build is owned and operated by our team — no vendor dependency, no third-party platform risk.

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By the Numbers

Decades of results, one platform.

50+
Years in operation
SEC
Registered Transfer Agent
BD/RIA
Dual-channel expertise
100%
Proprietary platform
Leadership

Executive Management

Rob McLamore
Rob McLamore
President and COO
Ed Gurgul
Ed Gurgul
Managing Director, Client Services
Monica Hendry
Monica Hendry
Managing Director, Operations
Danielle Lesperance
Danielle Lesperance
Director, Product Development and Client Services
Andy Baker
Andy Baker
Managing Director, IT
Denise Yard
Denise Yard
Director, IT
Merriah Harkins
Merriah Harkins
Head of Business Development
What Drives Us

Our Core Values

Transparency

Our goal then and now is to provide quality and transparency — every investor sees their full fund history, statements, and documents through our portal.

Innovation

We were among the first in the industry to launch a secure web-based investor portal in 1999. We continue to invest ahead of the curve.

Partnership

We customize to your needs. Every engagement is scoped to your fund structure — not a templated service package.

Credentials & Registrations

Regulated. Registered. Reliable.

SEC-Registered Transfer Agent

Great Lakes Fund Solutions is a registered transfer agent with the U.S. Securities and Exchange Commission, operating under the Securities Exchange Act of 1934.

DTCC AIP Integration

Certified integration with the DTCC Alternative Investment Products (AIP) platform — the industry standard for alternative investment data transmission.

DST Vision Connected

Direct DST Vision connectivity alongside a variety of other point-to-point data transmission integrations for custodians and broker-dealers.

Enterprise-Grade Security

Secure cloud infrastructure with dual-authorization procedures for all fund payments and electronic banking support for escrow, subscriptions, and distributions.

Ready to learn more?

Schedule a call with Great Lakes Fund Solutions to discuss your business needs and see a demonstration of our system.