We’re pleased to present our new clients with a signed copy of Outsmarting the Crowd: A Value Investor’s Guide to Starting and Keeping a Family Fortune
Stonegate Global Fund Services client and author of
Outsmarting the Crowd
“Stonegate Global has exceeded our expectations on all levels. We have had the pleasure of working with Stonegate for fund formation and fund administration. Stonegate has a strong team with an incredibly well-rounded knowledge of the global landscape of complex investment instruments, products, structures, and operations. As a Portfolio Manager at Tocqueville, which is a multi-billion dollar private wealth management firm, it is critical that our service providers are well-experienced and knowledgeable experts in order to support sophisticated clients with complex needs. In a world where “client service” isn’t always a priority, Stonegate has demonstrated a remarkable commitment to its client relationships and to their clients’ success.”
~ Bogumil Baranowski, Portfolio Manager
Tocqueville Private Wealth Management
Watch Bogumil Baranowski on
Five Good Questions
Jacob Taylor interviews Bogumil Baranowski about his book, Outsmarting the Crowd and discusses saving, averaging, self-learning and keeping a family fortune.
If you would like a detailed “How-To” on starting your investment fund, download the following publications.
Stonegate Global featured in various industry publications, including HFMWeek, BarclayHedge/AI Hedge Fund Awards and GrantThornton joint white paper on How Do You Start a Hedge Fund.
9 Keys To Raising Hedge Fund Capital – Securing the Critical First Meeting With an Investor
Stonegate Global is a international fund services business providing bespoke solutions and comprehensive services for sophisticated investment management clients and complex alternative investment fund products.Learn More
Stonegate Global Fund Administration provides hedge fund and private equity fund administration services to offshore and domestic funds in Cayman Islands, BVI, US, Canada, Bermuda and other offshore jurisdictions.Learn More
Through its affiliates, Stonegate Global provides introducing prime services, offering access to global custodians including; Goldman Sachs Execution & Clearing, Pershing/Bank of NY, BofA/Merrill Lynch, Wells Fargo, ICBC, and IBKR.Learn More
Stonegate Global provides our hedge fund clients with targeted introductions to the world’s leading institutional investors including family offices, fund of funds, pension funds, foundations and endowments.Learn More
THE STONEGATE ADVANTAGE
Stonegate Global considers its capital introduction services to be an integral part of its comprehensive solution, and engages with its clients to ensure a systematic and effective cap intro program.
Stonegate DataRoom ™
The Stonegate DataRoom provides online data room technology for its clients and their investors to allow for review of fund marketing materials, offering documents and other relevant fund information. The system also provides a layer of regulatory compliance for the investment manager and includes data tracking, audit trail, as well as an electronic archival of reviews.
Stonegate FundEngine ™
Stonegate FundEngine, Stonegate Global’s crowdfunding platform, provides our clients with the Stonegate DataRoom technology coupled with our online investor subscription and allocation system. The Stonegate FundEngine system provides AML/KYC, electronic execution of offering documents, accredited investor verification, online subscription and allocations directly from the investors into the fund’s escrow account, directly from our platform.