Client:  has provided third party accounting and fund administration services to investment funds since 1977.   Services include:  hedge funds, fund of funds, commodity pools, unit investment trusts, real estate funds, family offices and other investment entities.

Project Area:  Finance

Project Summary:  Client is providing a highly-sought after service.  They are selling this service faster than they can on-board full-time staff.  Beaird Group provides the relief valve.

Project Detail:  Customer started this business in the first quarter of 2006.  They provide third party accounting and fund administration services to investment funds.  There are many complexities since they service hedge funds, fund of funds, commodity pools, unit investment trusts, real estate funds, family offices and other investment entities. Due to their reputation (and prior experience with a different LLC), they are highly regarded and have been very successful growing their business.  Due to the complexity of the reporting, they have chosen to work with a select group of Beaird Group consultants who are trained and available to do fund reporting during growth and heavy work-times. Thus far, the funds managed by the Beaird Group have a very high margin to the client.  This has allowed the client to grow their business very profitability.