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CORPUS PARtNERS

Consulting

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Outsourced management

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Corpus Partners provides strategic guidance to small and start-up financial services businesses including outsourced Chief Investment Officer (CIO), Chief Compliance Officer (CCO) and Chief Financial Officer (CFO) services.

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Our principals can serve in either an executive or non-executive capacity in accordance with best practice and local applicable laws.

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outsourced trade operations 

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As reporting standards become more complex, we can aid you in developing and testing new  reporting processes to include elements of ASIC, MAS, EMIR, MiFIR, and  MiFID II‎.

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We can help you develop and implement methodologies to analyze and improve the efficiency and effectiveness of you operations.

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Service provider introduction and management

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We can help you  find, select, and manage best in class external service providers and the right price.

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accounting and tax reporting

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Financial records and reporting are critical to business success. Corpus Partners helps clients manage their financial data and comply with international, federal, and state tax laws. 

Administration

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Fund Administration

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Corpus Partners can help you with NAV calculations, portfolio accounting, fund accounting, partnership accounting, investor statement delivery, distribution waterfall administration, and capital call/distribution processing. 

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Managed Account Platform

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We can help you manage your Separately Manage Account Platform, including portfolio accounting, reconciliations of LP and SMA investments, fund accounting, partnership accounting and investor statement delivery.

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