Stonegate Fund Administration

The premier global fund administration partner for the capital markets industry

Receive a signed copy of
Outsmarting the Crowd

outsmart-book2

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.

400
Client Engagements
2007
Year Founded
1080
Relationships Earned
5
Global Offices

Stonegate Advantages

With decades of experience Stonegate offers global fund administration services coupled with a cost–effective pricing model to hedge funds, venture capital funds, private equity funds, fund of funds, real estate funds, REIT funds, ABL funds and Oil & Gas Funds. At Stonegate we have earned the trust and loyalty of our clients, providing state of the art fund services throughout the globe.

  • Global footprint – With a global footprint, Stonegate can offer customized global services in local destinations.  Our robust knowledge base allows us to offer administrative fund services in multiple jurisdictions.
  • Asset Classes – Stonegate services all asset classes of fund products, including:  Hedge Funds, Venture Capital Funds, Private Equity Funds, Fund of Funds, Real Estate Funds, REIT Funds, ABL Funds and Oil & Gas Funds.
  • Client Service – Our client services include: fund administration, fund accounting, legal and compliance, registrar and transfer agencies, cash and corporate services, hedge fund processing, private equity servicing, and fiduciary services.
  • Responsiveness – We pride ourselves on understanding our clients’ needs and our ability to quickly respond to any issues.
  • Experienced management – Our management team has decades of fund administration experience, which allows us to offer a broad array of client services.
  • Institutional-quality technology infrastructure – Our state of the art technology infrastructure is scalable, allowing Stonegate to integrate our systems with prime brokers and custodians.  Our systems are flexible, generating an environment in which we can offer information to our clients which include investor reporting, security positions of custodians, and prime broker information.

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