Back Office Support

ARTHUR BELL

Arthur Bell has been providing audit, tax, accounting and consulting services to the hedge fund, securities and managed futures industries since the firm’s inception in 1974. The firm currently provides services to over three hundred hedge funds, private equity/venture capital funds and commodity pools and to over one hundred investment advisors, commodity trading advisors, commodity pool operators and fund sponsors. Our clients are located throughout the United States, Canada, Europe and various offshore financial centers. The firm’s personnel and support services operate from our office in the Baltimore metropolitan area. Our expertise in the hedge fund, private equity investments, securities and managed futures industries gives us the ability to provide significant additional value to our clients. For more information, visit: www.arthurbellcpas.com.
Contact:
Jennifer Stefano
Director
410-771-0001
jennifer.stefano@arthurbellcpas.com
www.arthurbellcpas.com

GEMINI FUND SERVICES, LLC

Gemini partners with investment companies to deliver successful, comprehensive mutual and hedge fund solutions for start-up and existing funds. We bring funds to market with a broad range of turn-key services. Our industry leading solutions include comprehensive fund servicing, retail and variable trusts, shared compliance services, EDGAR filing and printing services.

Armed with the power of our industry knowledge, we partner with you to achieve the vision of your fund. Gemini’s expert staff, coupled with our cutting-edge technology, provides guidance and meaningful information. We enable you to focus on managing portfolios and raising assets.
Contact:
Piper Smith
Inside Sales, Gemini Fund Services, LLC
631-470-2647
pipers@geminifund.com
www.geminifund.com

ORION ADVISOR SERVICES, LLC

Orion enables RIAs to outsource time-consuming back-office tasks by providing a comprehensive solution created by and for fee-based advisors. Orion's service bureau and portfolio management system is customizable for an RIA's business model and scalable to meet their growing needs. Orion handles tasks like daily database reconciliation, statement generation and delivery, and advisory fee billing. Orion's Internet-based system gives RIAs immediate access to client data, and delivers powerful tools like customizable reporting, built-in CRM and document imaging, and integration with several financial planning applications.
Contact:
John Reiners
Vice President of Sales
402-496-3513
jonr@orionadvisor.com
www.orionadvisor.com

PENSON FINANCIAL SERVICES, INC.

Penson Financial Services, Inc. is the Flexible Choice in Global Financial Services. Broker/dealers, wealth managers and investment advisors worldwide choose Penson's facilities and services to support full-service, discount and online brokers, active, proprietary and automated traders, bond dealers, underwriters and others. Innovative and integrated technology solutions and an extensive suite of customizable services give Penson’s correspondents and clients the freedom to focus on their core business.
Contact:
Doug Throckmorton
Sr. Vice President
800-696-3585
doug@penson.com
www.penson.com

GLOBAL RELAY COMMUNICATIONS INC.

Global Relay's Message Archiver and Compliance Reviewer offer RIAs and Broker-Dealers an affordable, robust email, IM and Bloomberg archiving, monitoring & audit solution to meet to SEC and NASD compliance. Built on an 8-year reputation of customer service, security and compliance excellence, Global Relay delivers hosted message archiving and business continuity solutions to almost 1,000 regulated firms, including Fortune 10 corporations, investment advisors, broker-dealers, hedge funds, global multinationals and the Chicago Stock Exchange. (www.GlobalRelay.com)
Contact:
Bryan Young
Customer Relations
866-484-5630
bryan.young@globalrelay.net
www.globalrelay.com