Advisory Services for Hedge Funds and Family Offices
Navigate the complex world of alternative investments with confidence. Arootah’s unique advisory services combine in-depth knowledge, structured processes, cutting-edge technology, and expert guidance to empower you.
Book a free 30-minute strategy session
Solve Your Most Pressing Investments and Operations Challenges
Overcome your most pressing challenges with best practice consulting from Arootah Business Advisory. Under the direction of Rich Bello, co-founder and COO of Blue Ridge Capital, our team of advisors brings real-world experience from some of the world’s most prestigious hedge funds — Tiger Management, D.E. Shaw, Maverick, Pequot, Andor — to support hedge fund executives, single family offices, and multi-family offices in maximizing performance and achieving their goals.
With our process-driven approach and tailored solutions, our advisory team imparts the tools, policies, and procedures organizations need to proactively build a firm so stable, the only surprises they experience come from markets.
Our team of advisors leverages real-world experience in structuring, operating, managing, and growing successful hedge funds and family offices to support our clients in meeting and overcoming their biggest needs and challenges.
We offer services on an ad-hoc or project basis or for longer-term engagements.
Hedge Fund Advisory
Arootah Hedge Fund Advisory propels your business forward by leveraging our experience across the key areas of a firm:
Investments and Operations
Our team can support you throughout the entire life cycle: from startup to raising capital to ongoing operations and beyond.
We offer the tools and foundational support they need to:
- Gain confidence across the entire lifecycle of fund management
- Navigate complex SEC and compliance issues
- Satisfy investors
- Foster collaboration across functional areas
Family Office Advisory
Arootah Family Office Advisory supports the unsung heroes who drive the engine of the family office. Our experience helps wealthy families and family offices make the best use of their three most valuable assets: time, money, and family.
We offer the support families need to:
- Protect their assets and navigate challenging family dynamics through an objective third party
- Ensure their children and future generations are well-cared for
We offer the tools and foundational support they need to:
- Gain confidence across the entire lifecycle of fund management
- Navigate complex SEC and compliance issues
- Satisfy investors
- Foster collaboration across functional areas
We offer the support families need to:
- Protect their assets and navigate challenging family dynamics through an objective third party
- Ensure their children and future generations are well-cared for
Business Advisory Services: Fill in the Gaps
Consider our experts an extension of your team. Learn how to expand your firm or family office in the following areas of investments and operations
Portfolio Management
To generate returns, you’ll need an edge. We can help you construct and manage a portfolio strategized for success.
Risk Management
It is critical that your firm continuously identifies and mitigates risk. Your methods of prevention and mitigation and how you present them to investors, will help you develop strong clients relationships.
Data & Analytics
The finance industry is ever-evolving and when your firm is looking for new sources of alpha, having a solid data and analytics foundation can give you a competitive advantage that extends well beyond near-term turbulence.
Trading
Trade execution, particularly technology innovators, constantly evolves and impacts your ability to source liquidity, achieve the best execution, and generate alpha. How you manage the trading process is critically important to investors and regulators.
Legal & Compliance
Set a “tone at the top” commitment to compliance by establishing the processes and control measures you need to keep your firm safe from regulatory violations and potential legal issues that could negatively impact your reputation and viability.
Talent Acquisition
Make better hiring decisions faster. Arootah Talent Acquisition provide you proprietary and industry-standard tools you can use to refine, revamp, and scale your hiring needs across all areas of your firm, at every stage of the employee lifecycle.
Talent Acquisition Services
Talent Acquisition Process Training
Talent Acquisition Software
Talent Acquisition Services
Talent Acquisition Process Training
Talent Acquisition Software
Operations
Treasury
Managing cash flows, liquidity, and capital allocation is complex. Our advisors will give your fund clarity and strategic insight so you can optimize capital across investments, operations, and risk management activities. We’ll partner with you to drive performance and help you achieve your objectives, enhancing your growth and stability.
Business Development
Capital-raising is one of the most daunting tasks a firm can face. Our experts will position you and your team for success in securing investors and raising assets while ensuring you comply with all marketing and distribution requirements.
Investor Relations
Well-informed and satisfied clients are your best marketing tool. We’ll train you and your team to use effective communication to foster long-lasting relationships with clients.
Taxes & Accounting
Accurate tax preparation, whether in-house or outsourced, is fundamental to every firm’s success. Our advisors are experts on current tax codes and can improve the accuracy of your financial records.
Technology Infrastructure
Develop robust plans and protocols to manage system outages and data security and accessibility – from hardware to software.
IT & Cybersecurity
Guard your firm from the never-ending threat of cyberattacks to keep your data secure and accessible. Set your team up for productivity, ensuring it has the proper controls and infrastructure for success.
Family Office
Meeting the wealth, tax, asset, and liability management needs of the principal(s) and their estates requires specialized attention. Protecting the interests of the firm’s owner(s) can give them piece of mind. Learn about our Family Office Advisory.
Human Resources
Employee dissatisfaction and turnover cost organizations valuable time and money. Focus on your most important resource — human capital — by working with us to establish and implement procedures for talent acquisition, diversity and inclusion, training and professional development, and benefits.
Due Diligence
Researching and analyzing investment opportunities or potential counterparties can be painstaking. Let our experts identify potential risks and rewards so you can make informed investment decisions. We’ll evaluate your fund’s financials, strategies, and legal and regulatory compliance, safeguarding your investments and boosting your potential.
Operations
Operations are at the heart of a well-managed hedge fund and handle pivotal functions, such as trade settlement, reconciliation, performance measurement, and compliance. With attention to detail, we’ll work with you to improve the accuracy of your operational record-keeping and manage risk through strict adherence to regulatory requirements. These essential functions will drive your firm to success and boost your efficiency.
Ready to Connect with an Advisor?
Book a free strategy call to determine the advisory services best suited for your needs.
Frequently Asked Questions
Who are your clients, and what do you do for them?
Our clients come from hedge funds, family offices, wealth management firms, asset management firms, and financial institutions but our consulting capabilities expand beyond those industries. Our advisors carefully assess how they currently operate and identify gaps across all functional areas.
What kind of “success” do you help clients achieve?
We offer our clients much more than business success. Depending on how you want to improve your life, our team can support you or your organization in accomplishing your most ambitious goals, including:
- Expanding operations
- Maximizing returns
- Leveraging resources
- Refocusing talents
- Pursuing exciting opportunities
- Raising more capital
- Exploring new ventures
How does Arootah Business Consulting improve the corporate environment?
There are measurable impacts of business consulting, such as improved efficiencies, fewer mistakes, reduction of costly errors, and increased revenues. Research has shown businesses that leverage subject-matter experts in various functional areas improve productivity.
Will I receive a business strategy?
Yes. Arootah advisors are eager to provide you with an effective and personalized strategy! They’re committed to helping you find and implement the best tactics to optimize your business plan. Business consulting services are perfect for individuals looking to grow a business or better market their products.
Where does Arootah Business Consulting take place?
We’re 100% online so we can easily connect with you at your convenience. The program is safe, secure, and confidential. Our clients and consultants are working hard to make incredible things happen. Protecting your trade secrets, intellectual property, and personal information is a top priority.